FAQ from Hints: CRM AI Assistant
What is Hints: CRM AI Assistant?
Hints is a conversational AI layer built directly on top of your existing CRM — enabling hands-free, natural-language updates via voice or text. It eliminates switching contexts, reduces data lag, and ensures your CRM reflects reality — not memory.
How do I get started with Hints?
After connecting your CRM (takes <5 minutes), invite your team via WhatsApp, SMS, or Telegram. No training needed — just start messaging commands like *“Move Deal #723 to ‘Closed Won’”* or *“Add call summary from yesterday’s demo with TechNova.”* Hints handles the rest.
Can I update CRM fields using voice alone?
Absolutely. Record a 3-second voice note — e.g., *“Client wants to renegotiate contract terms; schedule renewal review for next Monday”* — and Hints will transcribe, extract entities (date, action, contact), and populate the correct fields across your CRM, including custom objects and multi-select properties.
Which CRMs does Hints integrate with today?
Hints offers certified, bi-directional integrations with HubSpot (Sales Hub & CRM), Salesforce (Sales Cloud), and Pipedrive — including full support for custom fields, pipelines, tags, and activity logging. Additional platforms (Zoho, Close) are in active development.
How does Hints protect sensitive customer and deal data?
All communications are end-to-end encrypted. Voice audio is processed in-memory and never persisted. Transcripts are ephemeral unless explicitly saved as CRM notes. Hints complies with SOC 2 Type II standards and GDPR/CCPA frameworks — and never uses your data for model training.
Who benefits most from using Hints?
Sales teams where CRM accuracy lags behind activity — especially field-based, high-touch, or multi-channel sellers. If your reps skip logging because it’s slow, cumbersome, or disconnected from their workflow, Hints closes that gap — turning every conversation into clean, actionable CRM data.