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Using Chat in Slant

Slant’s AI chat is your on-demand assistant—ready to help you summarize meetings, find insights, draft outreach, and answer questions across your book of business. You can engage with Chat in a few key places:

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Global chat (from the Command center)

Use this when you have a general question or task. You can:

• Ask for help drafting an email.
• Create a task or start a workflow.
• Search across your client data.
• Get a summary of your week or next steps.

Think of it as your always-available assistant for anything that’s not tied to a specific client or meeting.

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Chat on a client record

When viewing a client profile, Chat becomes context-aware. You can:

• Ask questions about that client’s history or financial plan.
• Draft personalized outreach.
• Review notes, tasks, or documents.
• Request insights like upcoming reviews or missed follow-ups.

This is your go-to for client-specific work.

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Chat from a meeting recording

If a meeting has been transcribed, Chat can answer questions and perform actions directly from that conversation. You can:

• Ask for a summary or action items.
• Find out who attended and what was discussed.
• Clarify something that was said.
• Turn insights into tasks or follow-ups.

Perfect for post-meeting review or prep for the next one.

Read on for more tips & tricks on using chat throughout Slant.