7 guides
Chat and voice
Asking Spiich questions, updating the CRM by voice or text, and getting better answers back.
- Chat basics
Chat is where you ask Spiich to research, draft and update your CRM. Threads live in the sidebar, the composer holds mentions, files and voice, and three tiers set how hard Spiich thinks.
- Point Spiich at a specific record
Type @ in the chat composer to insert a real CRM person, company or deal. Spiich then works on that exact record instead of guessing from a name, and cites what it touched.
- Update your CRM by voice
Dictate into Spiich from the web app, the Chrome extension or your phone. It transcribes your words into the composer, then writes the update to your CRM. Set your language in Agent Customization.
- Skills, the Prompt Library and Quick Actions
Three ways to stop retyping the same request. Skills are reusable instructions Spiich follows, the Prompt Library holds prompts you drop in with a slash, and Quick Actions run a prompt in one click.
- Artifacts and files
Attach a spreadsheet, deck, PDF or image to a chat and Spiich reads it and builds something back. Larger outputs open in the Artifacts pane beside the conversation, ready to preview and download.
- What Spiich will and will not do on its own
In Chat, Spiich carries out multi-step work end to end but confirms ambiguous CRM changes and leaves emails and meetings to you. Background agents are the permissioned exception for configured reports, Slack posts and CRM writes.
- Teach Spiich how you work
Settings > Agent Customization holds your role, responsibilities and communication style, plus organization context only an admin can edit. Memory keeps your standing preferences across every chat.
Frequently asked questions
Last updated August 25, 2026