AI Assistant FAQs

Last updated: January 6, 2026

Overview

AI Assistant can read all CRED data and take actions on your behalf inside your CRED workspace. You can ask questions in plain language, retrieve detailed answers instantly, and trigger workflows such as creating lists, exporting data, fetching emails, and drafting outreach — without switching tools or navigating complex menus.

AI Assistant supports multimodal inputs (text and voice, plus files such as images and spreadsheets depending on the channel) and is available across the web app, Slack, Microsoft Teams, and extensions (availability may vary by workspace).

Use Cases

AI Assistant is useful when you want to:

Ask questions about CRED data

  • “Largest companies by sports sponsorship spend in 2025”

  • “Find me people with marketing in their title at Pepsi”

  • “Show me companies with high intent and recent funding”

  • “Who are the most active people engaging with [Brand] this month?”

Take actions as you inside CRED

  • “Add these people to my list”

  • “Create a list of marketing leaders at Pepsi”

  • “Fetch email addresses for this list”

  • “Export this list as CSV”

  • “Draft emails to this list using my tone”

Quickly retrieve key workspace and entity details

  • Confirm session or workspace details (e.g., “Who is logged in?”)

  • Look up a company or person by name or ID

  • Get business context without manual searching

  • Export lists to CSV/XLSX for reporting or sharing

  • Draft emails or messages using simple prompts

Key Features and How to Use It

Supported Channels

AI Assistant is available in:

  • Web app

  • Slack

  • Microsoft Teams

  • Extension
    (Availability may vary depending on rollout and workspace configuration.)

1) Ask Anything Across CRED Data

Use natural language to query CRED data without needing to know where it lives in the UI.
Example prompts:

  • “Largest companies by sports sponsorship spend in 2025”

  • “Find marketing leaders at Pepsi”

  • “Show me companies similar to Nike with high engagement”

2) Take Actions as You

AI Assistant can carry out common actions directly in your CRED workspace.
Supported actions include:

  • Add to list

  • Create list

  • Fetch email addresses

  • Export list

  • Draft emails

Example prompts:

  • “Create a list of marketing directors at Pepsi”

  • “Fetch email addresses for this list”

  • “Export list ID 21001 as XLSX”

  • “Draft 3 outreach emails for the people in this list”

3) Company and Contact Look-up

Ask for a company or person by name or unique ID to retrieve details instantly.
Example prompts:

  • “Find the details of company Audi”

  • “Give me contact details for person ID 123600 including experience and location”

4) Workspace and Session Info

Example prompts:

  • “Who is logged in?”

  • “Tell me about the company I’m part of”

5) Multimodal Interaction

Depending on the channel, you can interact with AI Assistant via:

  • Text prompts

  • Voice notes

  • Images

  • Spreadsheets

  • (In some environments) file attachments or media inputs

Example prompts:

  • “Here’s a spreadsheet — find the best matching companies in CRED”

  • “Here’s an image — identify the company and relevant contacts”

  • “Use this list and draft a short outreach message”

Pricing

AI Assistant includes a mix of free and credit-billed features. In-app actions are billed the same as using the web-app i.e. export. Pricing may vary by workspace configuration.

Included (No Additional Cost)

Typically includes:

  • Company and people search

  • Basic Q&A and navigation help

  • Creating and updating lists

  • General assistant chat functionality

Credit-Based Actions

Typically billed via credits:

  • Exporting lists to CSV or XLSX

  • Fetching email addresses / enrichment

  • AI-powered email drafting

Note: Some features may be enabled or priced differently depending on your plan and workspace settings.

Limitations (Things to Watch Out For)

  • Precision matters for large brands: For example, searching for “Tesla” may return multiple results; using an ID provides the most accurate match.

  • Capabilities can vary by channel: During rollout, Slack, Teams, web, and extension features may not always match perfectly.

  • Complex requests may require refinement: If a request has multiple steps (or ambiguous inputs), the assistant may ask follow-up questions before acting.

  • Exports and enrichments are subject to rate limits: Large exports and bulk enrichment may be limited by system or API constraints.

FAQs

Q: What can AI Assistant do?
A: AI Assistant can read all CRED data, answer questions in natural language, and take actions on your behalf — including creating lists, adding records, fetching emails, exporting data, and drafting outreach.

Q: How do I export a list?
A: Ask “Export this list to CSV/XLSX,” or reference the list ID directly (e.g., “Export list ID 21001 to CSV.”).

Q: Can I ask data questions like “largest sponsorship spenders in 2025”?
A: Yes. AI Assistant can answer questions across CRED data and return results you can act on (for example, creating a list from the results).

Q: Can I fetch contact details using an ID?
A: Yes. Use prompts like “Find contact details for person ID [number].” Using IDs improves accuracy, especially for common names and large brands.

Q: Can I draft emails from a list?
A: Yes. Ask AI Assistant to draft emails for a list, and include any context such as audience, tone, and goal.

Q: Is my data private during voice or file interactions?
A: Yes. All interactions are encrypted and access-controlled. AI Assistant can only access data you already have permission to view in your workspace.