Getting Started with AutoReach Chat
The AI Chat Assistant is available in your AutoReach dashboard sidebar — click Chat between Agent and Credits. When you open it, you'll see suggested questions to get started, or you can type your own.
Each message costs 1 credit. The assistant maintains conversation history during your session, so follow-up questions understand the context of your previous questions.
Analyzing Lead Statuses
Check Your Pipeline Breakdown
Ask: "How many leads do I have and what are their statuses?"The assistant returns exact counts for each status (new, contacted, qualified, converted, archived) along with percentages and insights about your pipeline health.
Find Leads Stuck in the Pipeline
Ask: "Which leads have been contacted but not qualified?"This surfaces leads that may need follow-up — they were contacted but haven't moved forward. The assistant lists them by name with relevant details.
Identify High-Value Opportunities
Ask: "Which leads have the highest estimated close value?"The assistant ranks your leads by AI-estimated deal value, helping you prioritize your outreach efforts.
Summarizing Workflow Activity
Get a Workflow Overview
Ask: "Summarize my active workflows"You'll get a breakdown of each running workflow including:
- Current stage (Gather, Refine, Qualify, Organize, Contact, Feedback)
- Search query and target location
- Credits consumed so far
- Max lead count and agent mode
Compare Workflow Performance
Ask: "Which workflow has used the most credits?"This helps you identify which campaigns are most resource-intensive and whether the credit spend is justified by the lead quality.
Tracking Credit Usage
Recent Spending
Ask: "How many credits have I used recently?"The assistant shows your last 10 credit transactions with amounts, descriptions, and running balance — without navigating to the Credits page.
Budget Planning
Ask: "How many credits do I have left?"Get your current balance and context about your recent spending rate to help plan your next credit purchase.
Finding Follow-Up Opportunities
Overdue Follow-Ups
Ask: "Which leads should I follow up with?"The assistant analyzes your leads' contact history, status, and timing to identify the best follow-up candidates.
Leads Without Contact Info
Ask: "Which of my new leads don't have email addresses?"Identify leads that still need a website scan to extract contact information before you can begin outreach.
Pro Tips
- Start broad, then drill down — ask a summary question first, then ask specific follow-ups
- Use the suggested questions — the preset buttons are optimized for the most common analytics needs
- Ask about patterns — "What types of businesses do I have the most leads for?" reveals your pipeline composition
- Combine with action — after the assistant identifies leads needing follow-up, navigate directly to those leads and take action
- Budget your chat credits — a daily 3-question check-in costs about 90 credits per month, well worth the time saved
What the Chat Assistant Can't Do (Yet)
The chat assistant is read-only — it analyzes your data but doesn't modify it. You can't:
- Update lead statuses via chat
- Start or stop workflows
- Send emails or generate content
Ready to try it? [Get started with AutoReach](https://www.autoreach.work/register) and use your 25 free credits to explore the Chat Assistant alongside the full prospecting platform.