Skip to content
  • There are no suggestions because the search field is empty.

Ask Sierra: Instantly Get Help with the AI Answer Engine (Beta)

Ask Sierra is a built-in AI tool that helps you get fast, reliable answers to your questions without ever leaving the Sierra platform. It provides helpful, AI-generated responses and also suggests the most relevant Help Center articles so you can dive deeper when needed.

Why This Feature Matters:

Ask Sierra reduces the time spent searching for help by combining smart AI responses with direct links to our most helpful documentation. Whether you’re setting up a feature, troubleshooting an issue, or just looking for best practices, Ask Sierra makes it easy to get the answers you need in one place.

Step-by-Step Instructions

Where to Find Ask Sierra

  1. Log into your Sierra CRM.
  2. Click the Ask Sierra AI icon in the top menu bar.

Ask Sierra Icon screenshot

How to Use It

  1. In the search bar, type your question and end it with a ?
    Using a question mark is required to trigger an AI-powered answer.
    Ask Sierra Anything
  2. Example questions:
    • How do I setup a drip email campaign?
    • Where can I connect my email account?
    • How do I edit my agent profile?
    Ask Sierra Generated Answer-1

  3. Ask Sierra will respond with:
    • An AI-generated answer
    • A list of related Help Center articles to explore further
  4. Click on any article title to open it in a new tab and view the full guide.

Best Practices

  • Always include a question mark (?) at the end of your query.
  • Use clear keywords like “connect email,” “drip campaign,” or “add user.”
  • Ask one question at a time for the most accurate response.

    Add Question Mark for AI

Troubleshooting Common Issues

 

Issue

Solution

No results or response

Make sure your question ends with a ?. Try rephrasing it or using different keywords.

Ask Sierra window won’t open

Refresh your browser or log out and log back in.

Answer isn’t helpful

Try a more specific or differently worded question.

 

FAQs

Q: What is Ask Sierra?

A: Ask Sierra is an AI-powered help tool inside the Sierra CRM that provides instant answers and links to relevant Help Center articles.

Q: Why does my question need a question mark?

A: The system uses the ? to identify that you’re asking a question and triggers the AI response. Without it, you may not get an answer.

Q: What kinds of questions can I ask?

A: You can ask about CRM features, lead routing, email tools, integrations, and more.

Q: Is Ask Sierra available on mobile?

A: Not at this time. Ask Sierra is only accessible in the desktop version of the CRM.