Chat

AI chat is available on every client, prospect, and past client record under the Chat tab. It’s a conversational assistant that knows about the household you’re viewing — its people, activity, emails, meetings, tasks, notes, and more. Chat appears in several places across Slant, each tailored to its context. This page covers household chat and the shared mechanics that apply everywhere chat appears. For other chat contexts, see book chat and meeting chat.

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What chat can do

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Ask questions about your data

Type a question in plain language and chat queries the household’s data to find the answer.

• “When was the last time we met with this client?”
• “What tasks are open for this household?”
• “Summarize the last 3 months of activity”
• “What’s this prospect’s email address?”

For book-wide questions like “How many clients do I have in tier A?” or “What’s the total AUM across all my clients?”, use book chat.

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Search notes, emails, and meetings

Chat can search through the content of your notes, emails, meetings, and tasks to find specific information. This is especially useful for recalling what was discussed or agreed upon.

• “What did we discuss about estate planning with the Johnsons?”
• “Find any notes mentioning retirement for this client”
• “Have we received any emails about the trust amendment?”

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Create tasks and notes

Ask chat to create records and it handles the details:

• “Add a task to follow up with the Davis household by next Friday”
• “Log a note about today’s phone call regarding their 401k rollover”

Assign tasks to teammates by naming them in your request — e.g. “Create a task for Sarah to call the Smiths”. If you don’t specify a teammate, the task is assigned to you. Chat pre-fills the assignee in the task preview so you can review before saving.

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Update records

Chat can update existing records like households, people, and meetings:

• “Update the Thompson household’s service tier to A”
• “Change the meeting type to annual review”

Chat describes what it’s changing before making updates so you can verify.

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Draft emails

Chat can compose emails for you:

• “Draft a birthday email to Sarah Johnson”
• “Write a follow-up email about the portfolio review we just had”

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Analyze files

Chat can read and analyze files you upload directly or files stored in your connected file storage:

• “Analyze the PDF I just uploaded and summarize the key points”
• “Look at this client’s financial plan and pull out their target retirement age”

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Look up stocks and funds

Chat can look up current information about stocks, mutual funds, and ETFs to support your conversations.

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Check calendar availability

Chat can check your calendar availability to help with scheduling meetings.

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Search the web

Chat can search the web for current market data, interest rates, financial news, and other external information.

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Start a project from chat

When the conversation calls for it — for example, after agreeing to begin a money movement or kick off onboarding — chat can propose a project on this household. Chat shows a project type and starting milestones in a confirmation card. Click Start project to create it, or Cancel to dismiss. Once started, a link to the new project appears in the conversation.

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Generate a PDF document

Ask chat to write a polished, client-ready PDF and it delivers a download link right in the conversation. Use it for any document you’d hand to a client — a meeting recap, a summary of a topic you discussed, an analysis of documents, or a household or estate overview.

• “Create a PDF recap of my last meeting with the Smiths”
• “Write a one-page estate summary for this household”
• “Generate a PDF summarizing the retirement plan we discussed”

Chat gathers what it needs from the conversation and the household’s data, then writes the document — branded automatically with your firm’s logo and colors, so you don’t format anything yourself. When it’s ready, a download card appears in the chat with two buttons: Preview opens the PDF in a new tab, and Download saves the file.

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Quick actions

The chat input shows quick action buttons — pre-built prompts that handle common workflows in one click. Quick actions are contextual. For example, on a client record you might see:

• Critique financial plan
• Meeting prep
• Suggest check-in

Click a quick action to run it immediately. Quick actions are powered by automations, so your team can customize which actions appear and what they do.

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Using chat

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Send a message

Type your question or instruction in the text box and press Enter or click the send button. Chat responds with an answer, often showing the data it queried to reach its conclusion.

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Upload a file

Click the icon next to the text box to upload a file for analysis. Chat can read PDFs, spreadsheets, and images.

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Use voice input

Click the icon to dictate your message instead of typing. Your speech is transcribed into the text box.

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Choose a model

Use the model selector to switch between AI models. Different models offer different tradeoffs between speed and depth of reasoning:

• GPT-5.5 (default)
• Claude Opus 4.7
• Claude Sonnet 4.6
• Gemini 3 Flash
• Gemini 3 Pro

Your model choice is saved and persists between sessions.

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Manage threads

Each conversation is saved as a thread. You can:

• Start a new thread — click the + button in the top-right corner of the chat area
• View past threads — click the history button next to the + button to browse and reopen previous conversations

Threads are saved automatically and persist between sessions.

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FAQ

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Next steps