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Documentation Index

Fetch the complete documentation index at: https://docs.komo.ai/llms.txt

Use this file to discover all available pages before exploring further.

The New Task page (/new) is the agent that knows your CRM. Pin an Account, ask a question, get a cited answer. Or hand off multi-step work (“research the buying committee at Acme, draft a one-page brief, email it to me by 9 AM”) and let Komo run it. This is the Research and Prepare moment — between “I have a list” and “I’m on the call.” No more research tax before every meeting.

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Two modes

The mode selector inside the chat input: Assistant (ask) — fast, conversational answers from your CRM and the web. No sandbox. Good for: 
What's the right contact at Acme for a security pitch?
Has anyone replied positively from the SaaS Series A list this week?
Draft a 3-sentence follow-up to Jane referencing her last funding round.
Who at Brex engaged with my last three LinkedIn posts?
Task (task) — sandboxed agent run. Browses, runs code, creates files, uses any connected integration. Multi-step work. Good for: 
Research the buying committee at Acme and draft a one-page pre-call brief.
Run my "Weekly Pipeline Review" playbook against my top 20 deals.
Build a competitive battlecard comparing us to Outreach and Salesloft.
For each account on my list, find a recent product launch and write a 2-line opener.
Default is Task. Switch to Assistant for quick questions.

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Pin an account

The Account chip below the input pins one CRM account to the conversation. When pinned:
  • Komo treats that account as the implicit “they” / “the customer”
  • All account fields, contacts, campaign history, and inbox history are pre-loaded
  • Citations point to your CRM, not just the web
Pin for account-specific questions; leave unpinned for workspace-wide questions.

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Templates

Under the chat input is the template showcase — one-click starter prompts. Each is a saved playbook. Common ones:
  • Pre-call brief — buying committee, recent activity, talking points
  • Account QBR — renewal date, usage, inbox tone → one-page deck
  • Competitive battlecard — up-to-date pricing and feature evidence
  • Weekly pipeline review — score every open deal on fit, timing, recency
  • Renewal risk scan — flag churn-at-risk accounts from inbox + usage
  • Signal-to-touch — for a new Signal Agent lead, draft and queue personalized outreach
Click any template to pre-fill the input; edit before sending.

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Example workflows

Pre-call prep (Assistant) 
Pin: Acme Corp
Prompt: "What's the right opener for tomorrow's call?
         Reference their most recent funding round and any
         change-of-role on the buying committee."
→ 2–3 sentence opener with citations. ~10 seconds. Multi-account research (Task) 
Prompt: "Take the 'Q3 SaaS expansion' list. For each account, find their
         tech stack (focus on data warehouses) and add it as a column.
         Then sort by accounts using Snowflake."
→ ~10 minutes for 50 accounts, written back to your CRM. Inbox triage (Assistant) 
Prompt: "Summarize today's positive replies from the 'Outbound — Series B'
         campaign. Group by industry. Flag anyone who mentioned a timeline."
→ Structured digest in seconds.

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History

Every conversation is preserved at /history. Reopen any past run to continue or fork into a new task. Useful for re-running last week’s QBR with this week’s data.

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What’s different from a generic chatbot

  1. Knows your CRM. Pinning an account, referencing a contact, asking about a campaign — all resolve against your real workspace.
  2. Runs end-to-end work. Task mode does file creation, browser, code, integrations.
  3. Cited output. Every fact links to its CRM field, inbox thread, or web source.

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Connected to

Accounts + Contacts (CRM grounding) · Playbooks (templates) · Lists, Signals, Campaigns, Inbox (all readable, most writable) · History (every run preserved)

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Tips

Pin the account when talking about a specific deal — otherwise Komo guesses which Acme you mean.
Use Assistant first, then Task. Most motions start with a question (“who?”) and become work (“draft the follow-up”). Switching modes mid-conversation is supported.
Running the same prompt weekly? Save it as a playbook and put it on a schedule.