> ## 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.

# New Task — Your Sales Agent

> Ask any question about an account or contact. Hand off any multi-step sales task. Komo runs it grounded in your CRM.

The **New Task** page (`/new`) is the agent that knows your CRM. Pin an [Account](/product/accounts), 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.

## 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.

## 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.

## Templates

Under the chat input is the **template showcase** — one-click starter prompts. Each is a saved [playbook](/product/playbooks). 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](/product/signals) lead, draft and queue personalized outreach

Click any template to pre-fill the input; edit before sending.

## 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.

## 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.

## 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.

## Connected to

[Accounts](/product/accounts) + [Contacts](/product/contacts) (CRM grounding) · [Playbooks](/product/playbooks) (templates) · [Lists](/product/lists), [Signals](/product/signals), [Campaigns](/product/campaigns), [Inbox](/product/inbox) (all readable, most writable) · [History](#history) (every run preserved)

## Tips

<Tip>
  Pin the account when talking about a specific deal — otherwise Komo guesses which Acme you mean.
</Tip>

<Tip>
  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.
</Tip>

<Tip>
  Running the same prompt weekly? Save it as a [playbook](/product/playbooks) and put it on a [schedule](/product/schedules-triggers).
</Tip>