Chat
Use the chat interface to interact with MeshMesh AI
Chat with Your AI Assistant
The chat interface is your primary way to interact with MeshMesh. Type what you want to do in natural language, and the AI assistant helps you accomplish your Salesforce tasks.
The chat works like having a conversation with an expert who knows your Salesforce environment
Conversation Flow
How It Works
Query your data in plain English without complex syntax or technical jargon.
Example:
"Show me all contacts who opened an email in the last 7 days"Receive actionable results with exportable tables, copy-to-clipboard code, and downloadable reports.
Features:
- Interactive data tables
- One-click exports
- Runnable code snippets
The AI remembers your conversation and builds on previous requests for complex workflows.
Example:
User: "Show me VIP customers"
AI: [Shows data]
User: "Now create an email campaign for them"Upload and analyze different types of content including text, data, images, and documents.
Supported:
- CSV and Excel files
- Images and PDFs
- Code and configuration files
Example Conversations
Data Query
User: How many subscribers in each list?
AI: Results:
Newsletter: 12,453
VIP Customers: 2,891Email Creation
User: Create a welcome email with first name personalization
AI: I'll create a personalized email:
Hi %%FirstName%%,
Welcome to our community!Analytics
User: Compare email performance for Q3 vs Q4
AI: I'll analyze your email metrics...
Q3 Open Rate: 24.5%
Q4 Open Rate: 28.3%
Improvement: +3.8%Tips and Tricks
Pro Tips
Be Specific: Include details like date ranges and data fields for better results
Use Follow-ups: Build on previous queries - the AI remembers your conversation context
Ask for Examples: Not sure how to phrase something? Ask "show me how to..." for step-by-step guidance
Export Results: Save data tables, code snippets, and reports for use in other tools