Section 4A: What the Agent Can Do

Last updated: April 30, 2026

Content Type: Getting Started / How-To

4.1 What the AI agent can do

The Lightfield agent is a conversational assistant embedded in your CRM. It has access to everything Lightfield knows — accounts, contacts, opportunities, emails, meeting transcripts, and notes — and can take action on your behalf.

Ask questions

  • "What's going on with the Acme Corp deal?"

  • "Which deals haven't had any activity in the past 30 days?"

  • "What did we talk about in my last call with Bailey from Withleaf?"

Update records

  • "Create an opportunity for the new Acme deal at the Qualification stage"

  • "Move the Globex deal to Closed Lost — close reason: timing"

  • "Update the number of seats to 15 on the Thoughtium opportunity"

Draft communications

  • "Draft a follow-up email to Bailey summarizing what we discussed"

  • "Write a pricing proposal for the Cavendish deal"

  • "Send a rescheduling email to Josh — he no-showed on Tuesday"

Run skills Pre-built workflows for multi-step tasks: pipeline review, cold opportunity reactivation, account research, daily briefing, and more. See 4.3.

Run analysis

  • "Analyze which opportunity stages have the longest average time-to-close"

  • "How many new signups did we get this week vs. last week?"

How to access the agent

  • Global chat — click the chat bar at the bottom of any page for workspace-wide queries

  • Account-scoped chat — open the agent from inside an account to focus on that company

  • Opportunity-scoped chat — same, but scoped to a specific deal

When you open the agent from inside a record, it automatically focuses on that context — you don't need to repeat the name.

4.2 Ask questions about your pipeline

Pipeline overview

  • "Give me a summary of my active pipeline"

  • "Which deals are most at risk right now?"

  • "What's my total pipeline value in the Negotiate and Close stage?"

Account-specific questions (open from inside the account)

  • "What's the current status of this deal?"

  • "What were the main blockers from our last call?"

  • "Who have we spoken to here in the past 90 days?"

Cross-account analysis

  • "Which accounts have had no activity in 30 days?"

  • "Find all opportunities where the competitor is Salesforce"

Tips for better results

Be specific about timeframes: "Show me deals created in the last 14 days."

Ask for action, not just data: "Which deals should I focus on today — prioritize by close date and last activity."

The agent holds context within a session. If you ask "What's going on with Acme?" and then "What should my next step be?", it knows you're still talking about Acme.