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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”

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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.
Chat never takes action without your consent. When it drafts an email, creates a record, or updates data, you’ll always have a chance to review and confirm before anything is sent or saved.

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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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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-5.4 (default)
  • GPT-5.2
  • Claude Sonnet 4.6
  • Claude Opus 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

Chat can access the household’s people, tasks, meetings, notes, emails, projects, opportunities, accounts, tags, custom fields, and documents. Chat can never access data from books you don’t have access to.
Yes. Chat can create tasks and notes, update records, and draft emails. It always describes what it’s doing before making changes so you can review and confirm.
Chat sends your questions and relevant data to AI model providers to generate responses. Your data is not used to train these models. See security for more details.
Yes. Quick actions are powered by automations. Your team can create and configure automations to add custom quick actions to client and prospect records.

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Next steps

Book chat

Query across your entire book from the Home page.

Meeting chat

Chat in the context of a specific meeting.

Automations

Create custom quick actions for chat.