Ask SyntaxIA

Ask SyntaxIA is the chat assistant built into the Syntaxia app. You can ask it operational questions about your reconciled CRM data, and, depending on your access, use it to change a few workspace settings without leaving the page you are on.

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Open the chat

There are three ways to reach the same conversations.

• The header button. Click Ask SyntaxIA in the app header to open a chat window docked at the bottom of the page. The window follows you as you move between pages.
• The Desk. Click the expand icon in a chat window to open the conversation as a full page. The Desk lists all of your conversations in a rail on the left.
• Suggested questions. A new conversation shows starter chips that match the pillar you are in, such as “How fresh is my data?” or “Summarize my pipeline”. Click one to send it.

Your organization needs an active AI provider before the chat can answer. Without one, the composer shows a provider gate instead of a text box.

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What you can ask

The assistant answers questions about what happened in your CRM data: counts, lists, stage history, sync freshness, duplicates, and similar operational facts. Every answer is grounded in a retrieval call against your organization’s data, and the citations panel shows which records it read. It refuses four kinds of request by design:

• Forecasting or predictive scoring, such as “which deals will close this quarter”.
• Write actions on CRM records, such as creating, updating, or deleting an account.
• Comparisons with other organizations or industry benchmarks.
• Coaching, advice, or strategy narrative.

The settings changes described below are the exception to the write rule. They change how your Syntaxia workspace is configured, never a CRM record, and each one is gated by your access.

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Slash commands

Type / in the composer to open the command menu. The menu only lists commands you are allowed to run. /rename and /schedule open a guided form inside the chat. You can also ask for the same change in plain language, for example “Rename Planning to Forecasting” or “Run processing at 6am Europe/London on weekdays”. Both routes apply the same rules and write a receipt into the conversation. The industry classification policy has no slash command. You read and change it by asking. See Industry classification.

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Who can do what

Access to the settings verbs depends on two things: your organization role and whether you hold the Data pillar. Pillars are granted per member in Settings > Team, or through a join code that carries them. When you ask for a change you are not allowed to make, the assistant tells you who can make it and does not attempt it. An owner or admin without the Data pillar cannot rename pillars or change the schedule either, because Data is the pillar that owns workspace configuration.

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Conversation scope

A conversation opened from a Vantage report or a mapping review is scoped to that subject. The settings verbs are still available from a Vantage conversation, but a mapping review hides them, because that thread is about one source’s columns and nothing else.