What makes book chat different
While client and prospect chat focus on a single household, book chat works across your entire book. In addition to everything in household chat, book chat can:Ask book-wide questions
Query across all your households at once:- “How many clients do I have in tier A?”
- “What’s the total AUM across all my clients?”
- “Which prospects haven’t had a meeting in the last 90 days?”
- “What are the Smith household’s current holdings?”
- “Show me recent transactions across all accounts”
Build cohorts
When you ask for a list or report, book chat automatically creates a cohort — a saved group of records you can reference later:- “List all clients with over $1M in AUM”
- “Show me prospects we haven’t contacted in 60 days”
- “Rank my top 10 clients by assets”
Create new clients and prospects
Book chat can create new household records directly:- “Create a prospect for John Smith with email john@example.com”
- “Add a new client for Sarah Davis”
Create and assign tasks across your team
Book chat can create tasks for any household and assign them to any teammate on the book. Name the teammate in your request and the assignee is pre-filled in the task preview — otherwise the task is assigned to you.- “Create a task for Sarah to call the Smiths about their RMD”
- “Add a task for Alex to send beneficiary forms to the Johnsons by Friday”
Send intake forms
Book chat can send a published intake form to a client or prospect:- “Send the client intake form to the Smiths”
Run financial calculations
Book chat can perform financial calculations including:- Required minimum distributions (RMDs)
- Compound interest and growth projections
- Loan amortization schedules
- Tax projections
- Portfolio depletion analysis
Hand off to an automation
When you ask book chat to build a recurring or event-driven workflow, it hands the request off instead of doing the work itself. Click Continue in Automation Chat on the card it returns to open a new automation with your request pre-loaded. See building automations for what happens next.Browse household files
Search and analyze documents stored in your connected file storage:- “Find the Smith household’s financial plan in Google Drive”
- “Look at this client’s financial plan and pull out their target retirement age”
What data book chat can access
Book chat has read access to all data in the book you’re currently viewing:- Clients and prospects — household details, service tiers, AUM, and custom fields
- People — individual contact information, roles, email addresses, and phone numbers
- Other contacts — professional relationships like CPAs and attorneys
- Tasks — task titles, statuses, due dates, and assignees
- Meetings — meeting details, attendees, and notes
- Notes — note content linked to households
- Projects — project details and milestones
- Opportunities — pipeline stages, probabilities, and values
- Accounts — custodian account details, current holdings and positions, account balances, and recent transactions
- Manual accounts — manually tracked accounts and their values
- Tags and custom fields — any custom data you’ve added to records
- Documents — files stored in your connected file storage
- Email addresses, phone numbers, and addresses — contact details across all records
All books
If you belong to more than one book, select All books in the book switcher in the sidebar, then open the Book chat tab on Home. Chat now answers across every book you belong to.All books appears in the book switcher only if you have access to two or more books.
- Book names on every record — each client, task, or meeting in an answer shows which book it came from, so similar names stay unambiguous
- Each book’s own settings — tier labels come from each record’s own book
- Company-level items listed once — custom fields, tags, pipelines, and email templates shared across your company appear a single time, not repeated per book
- Creating records — when you ask chat to create something and the target book isn’t clear, it asks which book to create it in
- Reports and cohorts — reports you create here belong to your company rather than one book, so each person who runs one sees results from the books they can access, and cohorts can hold records from across books
Keyboard shortcuts
FAQ
What can book chat do?
What can book chat do?
Everything listed in household chat, plus book-wide capabilities like building cohorts, creating new clients and prospects, running financial calculations, and browsing household files.
Where does it pull information from?
Where does it pull information from?
Book chat queries all data in your current book — clients, prospects, people, tasks, meetings, notes, projects, opportunities, accounts, tags, custom fields, and documents in connected file storage. In All books it covers every book you belong to. It can also search the web for current market data and financial news.
Can I ask questions across all my books?
Can I ask questions across all my books?
Yes. Select All books in the book switcher, then open the Book chat tab on Home. Answers label each record with its book. This option appears only if you have access to two or more books.
Next steps
Household chat
Full overview of all AI chat capabilities.
Daily overview
Check today’s meetings, tasks, and nudges.