The AI Assistant is your working partner in RUBINLAKE. It answers questions, finds companies and people, enriches data, creates tasks, and suggests next steps — without you leaving the page.
Where to find it
- Assistant button: Open the assistant from the AI Assistant button in the interface.
- Keyboard shortcut: Open or close the panel with the keyboard shortcut (see Account → Keyboard shortcuts).
- Side panel or fullscreen: Use the assistant as a narrow side panel next to your work, or expand it to fullscreen for longer conversations.
What it can do for you
- Search companies, people, news, jobs, tasks, and lists
- Enrich contacts and companies
- Create and update tasks, add comments
- Push contacts and companies to your CRM
- Draft outreach messages and recommend next actions
How to start
- Open the assistant from the button or the keyboard shortcut.
- Type your question into the input field and send it.
- Review the answer and any proposed actions.
- Approve actions that change data before they run.
Tips
- The assistant uses the page you are on as context. Learn more in Use page context.
- Actions that change data or use credits always require your approval.
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