AI Assistant
The AI Assistant helps users interact with DotlyMaps using natural language. Instead of manually searching through maps, dashboards, or CRM records, users can ask questions and receive intelligent responses based on their business and…
Last updated August 13, 2026
Overview
The AI Assistant helps users interact with DotlyMaps using natural language. Instead of manually searching through maps, dashboards, or CRM records, users can ask questions and receive intelligent responses based on their business and location data.
The AI Assistant can analyze historical performance, compare trends, answer business queries, and provide AI-powered recommendations to support future planning and decision-making. It understands the selected context, such as territories, branches, teams, routes, map views, and locations, to deliver accurate and relevant responses.
Why it matters
Finding insights from large amounts of CRM and map data can be time-consuming. The AI Assistant simplifies this process by providing instant answers, historical analysis, and future recommendations through an interactive chat interface.
By combining CRM data with location intelligence, users can make faster, data-driven decisions without manually creating reports or dashboards.
When to use
Use the AI Assistant when you need to analyze business performance, review historical trends, compare territories or teams, identify opportunities, or receive AI-generated recommendations for future actions.
Prerequisites
- An active DotlyMaps organization and workspace
- AI Assistant enabled
- Connected CRM data source
- Appropriate role permissions
- Synced business and location data
Step-by-step guide
Open the AI Assistant by clicking the Ask AI button.
Select the required business context, such as the organization, territory, branch, department, team, route, markers, or current map view.
Enter your question using natural language.
Review the AI response in either Visual Mode for charts and visualizations or Text Mode for detailed written analysis.
Use the historical analysis and AI-generated recommendations to support business planning and decision-making.
Example
A sales manager asks,"Compare sales performance for the selected territory over the last six months and recommend where to focus next."
The AI Assistant analyzes historical CRM data, compares performance trends, highlights key insights, and recommends high-potential areas for future sales activities.
Best practices
Select the correct business context before asking questions.
Ask specific questions for more accurate responses.
Review historical trends before making business decisions.
Use AI recommendations alongside business goals.
Troubleshooting
If the AI does not return the expected response, verify CRM synchronization, ensure the correct context is selected, and confirm that sufficient data is available for analysis. Contact support if the issue persists.
FAQ
Can the AI Assistant analyze historical data?
Yes. It analyzes historical CRM and location data to identify trends and compare business performance.
Can the AI recommend future actions?
Yes. Based on available data and historical trends, the AI provides intelligent recommendations to improve business performance.
Can I ask questions in natural language?
Yes. Simply type your question as you would normally ask, and the AI will generate an appropriate response.