Global chat is available right from the Slant Command center and acts as your always-on assistant. It’s the fastest way to ask questions, surface client insights, and kick off actions—without needing to click into a specific client record.

Whether you’re planning your day or responding to a client in the moment, Global chat helps you get what you need in seconds.

The keyboard shortcut to open the global chat is Shift + k.

Here are just a few ways you can use Global chat:

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Client filtering & lists

  • “Show me a list of clients between 60 and 70 years old.”
  • “Which clients are single and have more than $1M in AUM?”

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Review scheduling & follow-ups

  • “Who hasn’t had a meeting in the last 12 months?”
  • “List clients with a scheduled review in the next 30 days.”

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Special dates & milestones

  • “Who has a birthday this week?”
  • “Tell me who is turning 65 this month.”

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Write emails

  • “Write a birthday message I can send to clients this week.”
  • “Create an email to invite clients turning 65 to a Medicare webinar.”

Chat will generate a draft email you can quickly review, edit, and send.

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Create & assign tasks

  • “Remind me to follow up with James Johnson next Tuesday.”
  • “Add a task for Jennifer to prepare tax docs for the Smith family.”

Tasks can be assigned, scheduled, and tracked right from the conversation.

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Weekly planning & insights

  • “What’s on my calendar this week?”
  • “Summarize my open tasks.”

Global chat is designed to feel like a conversation with a world-class assistant—fast, intelligent, and tailored to your practice. It can help you find, act, and communicate—all in one place.