FAQ
What is Fast Track AI?
Fast Track AI is Fast Track's built-in AI assistant.
It lets you interact with CRM data and supported CRM functionality using natural language.
What happened to Oracle?
Oracle was the previous full-page AI chat experience.
Fast Track replaced Oracle with a persistent AI Sidebar that works alongside the CRM.
Where can I access Fast Track AI?
Fast Track AI is available through the AI Sidebar opened from the left-hand menu.
Do I need to know SQL?
No. Fast Track AI is designed to understand natural language, so you can describe what you want in everyday language.
Can I use languages other than English?
Yes. Fast Track AI can understand natural language in English and other supported languages.
Can I ask follow-up questions?
Yes. You can continue the same conversation with follow-up questions and instructions.
Are conversations saved?
Yes. Conversations are saved automatically and can be reopened from conversation history.
Can I use multiple conversations?
Yes. Each conversation can be opened in its own tab, allowing you to work on multiple tasks at the same time.
Can I access my conversations from another device?
Yes. Conversations are tied to your account, so they remain available when you access Fast Track AI from another device.
What is an artifact?
An artifact is an interactive card in the conversation representing a CRM entity (e.g., an Activity or Segment) that Fast Track AI created or referenced.
What is an anchor tag?
An anchor tag is a quick link below the conversation that takes you directly to a CRM entity created during that conversation.
What happens if an entity is deleted?
If an entity represented by an artifact or anchor is deleted, the corresponding artifact or anchor is updated in real time and marked as deleted.
Can I delete an artifact?
Deleting the artifact deletes the underlying CRM entity.
Use this action carefully.
Can I delete a conversation?
Yes. Individual conversations can be deleted from conversation history.
Can I attach files?
Yes, where file attachments are enabled.
You can attach files or screenshots and ask Fast Track AI to summarise, compare, extract, or validate information.
Can Fast Track AI create CRM entities?
Yes, Fast Track AI supports creation of CRM entities through natural-language instructions.
Supported entity types may include Activities, Segments, Projects, Triggers, and Player Features, depending on the capabilities available in your environment.
Can Fast Track AI modify existing entities?
Yes, supported entities can be modified through natural-language instructions.
Can Fast Track AI send reports by email?
Yes, where reporting and email delivery are enabled.
Recipients must be on your organisation's Approved Recipients list.
Can I schedule reports?
Yes. You can ask Fast Track AI to schedule recurring report sendouts.
How many tokens do I have?
Token allowances may depend on your current Fast Track agreement and product configuration.
Contact your Partner Manager for the current allowance.
What happens if I run out of tokens?
Contact your Partner Manager to discuss your usage and available options.
How accurate are Fast Track AI's insights?
Fast Track AI analyses the data available to it.
The quality and accuracy of the result depend on the quality, completeness, and availability of the underlying data.
Always review important results before acting on them.
Can I customise report email templates?
Template for email reports are stored on Fast Track's side and can be amended through a request to you Partner Manager.
Does Fast Track AI use my existing AI tuning?
Fast Track AI is feed with your AI tuning instructions and will take those in consideration when possible.
Who should I contact if I have a question or problem?
For product or access questions, contact your Partner Manager.
For technical issues or feature requests, use the support channels available in Fast Track CRM.