Welcome to Ask Sybill, your AI-powered teammate that's here to help you uncover deal insights, rep performance trends, product feedback, and much more.
Whether you're a sales rep, manager, product manager, or someone from an adjacent function, Ask Sybill is designed to save you time and effort by analyzing your connected meetings, emails, CRM, Slack or Teams messages, and documents.
Please follow this guide to understand how to use Ask Sybill to its full potential.
What is Ask Sybill?
Ask Sybill is a conversational AI assistant that lives inside your Sybill workspace. You can ask questions about anything related to your workspace. Some examples are:
Specific meetings or deals
A rep's recent calls or pipeline
Trends across closed-won or lost deals
Product feedback from customer conversations
Objections and how reps are handling them
Competitive mentions and more
And Sybill will generate structured, editable, and shareable reports based on your connected data. You can even ask for interactive dashboards: describe what you want to see and Sybill generates it in seconds.
Where to find Ask Sybill
Top search bar: Click the "Ask Sybill" bar at the top of any screen. It opens the full chat page, with quick-access suggestions to help you get started.
Left navigation panel: Click the "Ask Sybill" icon in the left sidebar to open the dedicated chat experience, with your chat list, Search, and MCP settings alongside.
When you start a new chat, you'll also see quick-access buttons organized by use case. These suggestions are personalized to your role, so a manager and a rep see different starting points. Filling in your Department & Title and About Me under Settings > My Profile makes them more relevant.
Make Ask Sybill uniquely yours
Ask Sybill automatically reads context you'd otherwise have to explain from scratch:
About Me (Settings > My Profile): Your background, responsibilities, and preferences for AI responses.
About Company (Settings > Company Profile, set by admins): What your company does, who it serves, positioning, and terminology.
Department & Title: Helps tailor suggested starting points to your work.
This context is applied to all your Ask Sybill chats and to automated workflows that run on your behalf.
How to use Ask Sybill
1. Start a chat
Type your question in the composer ("Ask Sybill anything about your meetings or deals"), or pick a quick-access suggestion.
Use @ Context to point Sybill at specific meetings, deals, or companies, Prompts to reuse a saved prompt, and Attach to upload files (for example, an order form) for Sybill to work with.
You can also dictate your question using the microphone button.
2. Let Sybill work
Sybill will fetch relevant meetings, emails, messages, and deal data to answer your question. It may take a few seconds to generate a comprehensive report, especially for broader questions.
3. Explore the report
Once ready, you'll receive:
A structured report with headings, insights, recommendations, and even success stories
Common objections and how to handle them
Learnings from both closed-won and closed-lost deals
Actionable suggestions and follow-ups
You can edit any part of the report, ask follow-up questions in a natural way, or request changes (e.g., "Can you rewrite the recommendation section?").
4. View sources
Ask Sybill provides transparency. Please click the "Sources" button to view the exact meetings and deals it referenced.
5. Everything else you need
Edit, copy, download, or share the collateral or report with your team.
Save any prompt for future reuse (e.g., weekly product feedback reports). You can access saved prompts from the Prompts button when starting a chat, or manage them from the AI Workflows page.
Find and organize your chats
Ask Sybill has a dedicated Chats page that opens when you click Search, giving you one place to find and manage every conversation:
Search: Full-text search across your chats, with sort and filter controls.
Grouping: Group your chats by type, by date, or with no grouping at all.
Include or exclude chats from outside the app: Choose whether chats created through the Slackbot, MCP in Claude, and other surfaces appear in your list.
Starred chats: Drag and drop any chat onto Starred to save it for quick access.
Examples of powerful prompts
Please feel free to try these prompts (or make your own!):
"What were the top objections in closed-lost deals last month?"
"How is [Rep Name] performing this quarter?"
"Summarize product feedback from this week's calls."
"List competitors mentioned in deals we lost."
"What's working and not working in our discovery calls?"
Tips for getting the best out of Ask Sybill
Please be as specific as you can in your prompt (mention dates, reps, or stages).
Use @ Context to anchor a question to a specific deal, meeting, or company.
Save your favorite prompts for quick weekly check-ins.
Fill in About Me and Department & Title so answers and suggestions start out relevant.
Ask follow-up questions like "Can you summarize this in bullet points?"
Frequently asked questions
Q. What data sources does Ask Sybill use?
A. Ask Sybill uses your connected meetings, call recordings, phone calls, and emails, and depending on your plan and configuration, CRM data, Slack or Microsoft Teams messages, and uploaded documents.
Q. Can I trust the data in the report?
A. Yes, Sybill references only your actual recorded and synced data. Please check the "Sources" section for transparency and reliability.
Q. How often is the data refreshed?
A. Data is pulled live at the time of your query. Please note that if a meeting hasn't synced yet, it might not appear in the response.
Q. Can I share a report with someone outside Sybill?
A. If you have asked Sybill a simple question, you can copy the report and share it through any tool you'd like. If you have generated a collateral, you can not only copy but also download the asset and then share it however you prefer (email, Notion, Slack, etc.).
Q. Is there a limit to how many prompts I can run?
A. Ask Sybill usage consumes AI credits from your plan's weekly allocation. Please see Sybill Plans & Pricing: Overview & AI Credits Guide for how credits work and what to do if you run out.
Q. Can I use Ask Sybill outside the app?
A. Yes. You can use Ask Sybill from Slack, through automated prompts, and via MCP in tools like Claude. You can choose whether those chats appear on your Chats page.
Troubleshooting & tips
Issue: My report or answer is taking too long to generate.
Please give it up to 30-40 seconds for complex queries. If it takes longer, try simplifying the prompt by breaking it down. You can also leave the query running and turn on the Ask Sybill Answers notification in Settings > My Notifications to be pinged when it finishes.
Issue: The results seem off or incomplete.
Please:
Double-check if the relevant meetings are synced to Sybill.
Use more specific prompts (e.g., "closed-won deals in March 2026" instead of "recent deals").
Issue: I can't find a chat.
Open the Chats page from the search bar and use search, filters, or grouping. If the chat was created from Slack or MCP, make sure those chat types are included in your view.
Issue: I can't find my saved prompts.
Saved prompts are available from the Prompts button when starting a chat, and you can manage them from the AI Workflows page.
Issue: I received an error or no answer.
Please try refreshing the app and try again. If it persists, try rephrasing the question. If both these solutions do not work, please reach out to our support team with a screenshot or details.
Ask Sybill is still evolving, and your feedback is what makes it better. Please don't hesitate to share what's working, what's not, or any ideas you have. If you need help at any point, please feel free to contact our support team or drop a note directly in the chat.