AI Consultant
Chat with an AI growth consultant for strategy, advice, and next-step recommendations.
The AI Consultant is a conversational AI for growth strategy, positioning, cold email, offers, and automation questions. It can use available workspace context and your previous chat context, but it is not a substitute for the dedicated tools. For the best answers, paste the exact campaign numbers, email copy, call notes, or lead-list context you want it to review.
What It Does
- Strategy advice - ask about pricing, positioning, offer structure, niche selection, or go-to-market tactics
- Campaign reviews - drop in your latest campaign results and get feedback on what to change
- Next-step recommendations - ask "what should I work on this week?" and get a prioritized list
- Benchmarking - compare your metrics against what good looks like in your niche
- Troubleshooting - describe a problem ("my reply rate dropped to 1%") and get a diagnostic walkthrough
Where to Find It
AI Consultant sits in the top section of the left sidebar, right below CRM. Click it and you'll land in a chat interface.
The home screen says How can I help you, [your name]? and shows four prompt tabs: Plan, Automate, Analyze, and Learn. You can click a suggested prompt, or type your own question in the box that says Ask me anything about cold email, sales, and business growth. Drag & drop files to upload.
Use the Open Chat History button to find previous chats. Existing conversations also show a New Chat button so you can start fresh.
Modes and Files
The mode selector starts on Jordan AI. You can switch between:
| Mode | Use it for |
|---|---|
| Jordan AI | General business, sales, growth, and strategy advice |
| Market Researcher | Market, trend, competitor, and niche research questions |
| Jacob AI | Ad copy, campaign angles, and offer messaging |
| Tech Wiz | Technical help, automation ideas, and workflow troubleshooting |
You can attach images, PDFs, TXT, MD, or DOCX files with the paperclip button or by dragging files into the input area. Files must be under 2MB.
Chat History and Settings
Click Open Chat History to search previous chats. The history modal uses the Search your chats... field and shows Recent Chats with edit and delete controls for each chat.
Inside an existing chat, click Chat Settings to open:
- Export Chat — downloads the current conversation as Markdown.
Message actions appear under chat messages. You can copy as Markdown or plain text, edit your own message, rate AI replies, retry the latest AI reply, or delete a message.
How to Get Good Answers
Like any AI chat, the quality of the answer depends on the quality of the question. A few tips:
- Be specific. "How do I improve my cold email?" is too vague. "My reply rate on this campaign is 0.8% - here are the first three emails, what would you change?" gets you concrete advice.
- Paste context. If you're asking about a campaign, lead list, or sales call, paste the relevant data directly into the chat so the AI has something to reason about.
- Pick the right mode. Use Market Researcher for research, Jacob AI for ad/copy angles, and Tech Wiz for technical automation questions.
- Iterate. Don't expect the first answer to be perfect. Push back, ask for alternatives, and keep the conversation going until you have something you can act on.
- Ask for the reasoning. If a recommendation doesn't make sense, ask "why did you suggest that?" The AI will walk through its logic and you can spot flawed assumptions.
When to Use the AI Consultant vs Other Tools
Pick the AI Consultant when you want advice and strategy. Pick a dedicated tool (Niche Researcher, Offer Creator, Cold Email Agent, Sales Call Analyzer) when you want a structured workflow that creates or analyzes something inside the platform. If you're not sure what to work on next, start with the AI Consultant and let it route you to the right tool.
Common questions about AI Consultant
Have a specific question? Check the AI Consultant FAQ for quick answers.