OppFlow.ai Docs

Marvin & Plays

The ⌘K command bar

One input for three jobs: ask Marvin, jump somewhere, or run an action.

Command palette with Marvin, Jump to and Actions sections
Type a question and Marvin answers; type a name and it jumps.

The three sections

  1. Marvin can do this — a preview of the answer, with Enter to generate it in the drawer.
  2. Jump to — routes matched on keywords, plus a live search of your opportunities. Settings is hidden for non-admins.
  3. Actions — create a task, start a note, trigger a mail sync.

Opening and closing

⌘K or Ctrl-K toggles it from anywhere; so does clicking the pill in the command bar. Esc or a click on the backdrop closes it.

Known limit
Opportunity search in the palette filters one page of results client-side. For a big pipeline, filter on the pipeline page instead.

OppFlow.ai docs · by Traversal · v0.1.32