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Glossary · FieldXM term

Ask FieldXM

Ask FieldXM is the assistant in FieldXM’s web app, a side panel on every page that answers from the team’s own events, accounts, contacts, and conversations, scoped to the page the user is on.

Ask “Which hot leads are past their deadline?” on the Dashboard and it answers across your active events. Ask the same question inside an event and it answers for that event.

What can it do?

  • Draft outreach and build audiences.
  • Find coverage gaps.
  • Give you a daily briefing and your next best actions.
  • Remember your team’s events, ICP, and decisions, a working form of cross-event memory.

Who decides what it can change?

You do. For each kind of action that changes records, your team picks a level: Always ask first, Draft for approval, Act & notify (undoable), or Act autonomously, with caps. FieldXM records every action in a full audit log. Approval gate defines the levels.

Why not build your own assistant?

Your team may already have built its own AI helper, from prompt templates to a custom assistant. Ask FieldXM is different in one way: it answers from your own event records in FieldXM, the system of record for in-person GTM, alongside your CRM. Read Build vs. operate for why a system a vendor maintains outlasts the one your best operator built.

Related terms

  • Approval gateAn approval gate is a rule in FieldXM that sets how much autonomy an action that changes records gets, from always ask first to act autonomously; the team chooses the level, and FieldXM logs it.
  • Command centerThe command center is FieldXM's Dashboard, the daily landing view across every active event that shows which show needs attention and what changed overnight.
  • Coverage gapA coverage gap is a target account that will be present at an event and that your team hasn't given an owner or planned outreach for, visible in the account plan before the event.
  • Cross-event memoryCross-event memory is a company's retained record of its past events, including spend, attendees, conversations, follow-up, and results, which the company holds so that each event informs the next.
  • Revenue orchestration platformA revenue orchestration platform is software that coordinates the cross-team work that produces revenue in a channel and writes the results into the CRM.

See it in FieldXM

  • Ask FieldXMAsk where to spend your time, which accounts need outreach, or what to fix first for a show. FieldXM answers from your records and acts within your rules.

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