Book chat is not currently available in all-books mode. Select a specific book to use it.
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?”
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”
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
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
- 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
Keyboard shortcuts
| Shortcut | Action |
|---|---|
g then b | Go to book chat |
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. It can also search the web for current market data and financial news.
Why can't I see the book chat tab?
Why can't I see the book chat tab?
Book chat is not currently available in all-books mode. Switch to a specific book using the book switcher in the sidebar.
Next steps
Household chat
Full overview of all AI chat capabilities.
Daily overview
Check today’s meetings, tasks, and nudges.