FundzKnowledge Base
AI Assistant

Ask Fundz (Command Bar)

One bar on your dashboard where you type or talk, and plain-language requests drive the whole product — find companies, surface your best leads, set up alerts, pull exports, and understand why a lead matters.

What it is

Ask Fundz is the unified command bar at the top of your dashboard. Instead of hunting through menus and settings, you say what you want in plain language and the assistant does it — running searches, opening the right page, configuring alerts, or explaining a signal.

The same assistant powers both typing and talking. Type into the bar and it answers and acts; press the mic and it does the same thing hands-free as Talk to Fundz. It is grounded in your account: your targeting, your watchlist, your daily leads, and the underlying funding, executive, hiring, and acquisition data.

Where to find it

Ask Fundz lives in the command bar across the top of the dashboard — the first thing you see when you sign in. It is always available there, so you can fire off a request from anywhere on the dashboard without navigating away first.

  1. 1
    Open your dashboard. The command bar sits at the top.
  2. 2
    Type a request and press Enter (or the send button), or press the mic to speak it.
  3. 3
    The assistant replies and, when your request calls for it, navigates, filters, or sets things up for you.
  4. 4
    Keep going — follow up in the same bar to refine the result without starting over.

Example requests

There is no syntax to learn — just say what you are after. A few requests that work well:

Find the right companies

"Find companies that match what I sell." It pulls your saved targeting, then lets you refine by industry, location, or stage.

Surface your best leads

"Show me my best leads right now." It opens your ranked leads and can jump straight into the top one.

Understand why a lead matters

"Why does this company matter to me?" It explains the funding, hiring, or executive signal driving the recommendation.

Set up alerts

"Set up funding and executive-change alerts." It walks you through which signals to watch and whether to keep them broad or scoped to your ICP.

Pull a list or export

"Export the current list as a CSV." It sends the on-screen filtered list, or syncs it to your CRM.

Review your setup

"Show me everything I have set up." It reads back your targeting, tracked keywords, saved filters, and outreach preferences.

Search by signal

"Show me seed-funded companies this month" or "Find recent Series A rounds in my space."

Get around faster

"Open my watchlist," "Take me to Fundings," or "Explore the platform" for a guided tour.

Quick-action pills

Under the command bar are guided quick-action pills — one tap to start the most common jobs. They open the same assistant with a head start, so you never have to remember the exact phrasing:

Find companies

Jump into a relevance-ranked search built from your targeting.

My best leads

Open today's ranked leads and the reason behind each one.

Set up alerts

Stand up funding, exec, hiring, acquisition, or sentiment alerts.

Explore the platform

Take a short, role-aware tour and land on a high-value first stop.

Exports & integrations

Export the current filtered list as CSV or sync it to your CRM.

Review my setup

Read back your targeting, keywords, filters, and outreach settings.

Type or talk — same assistant

Typing and voice are two doors into one assistant. Whatever you can do by typing in the command bar, you can do by speaking it — and vice versa. When you speak, the assistant also drives the screen: it navigates, applies filters, scrolls to the right section, and reads back what loaded.

From the dashboard
You can launch a hands-free session right from the command bar — for example, "Start my morning brief" walks you through your daily leads while you do something else. See Talk to Fundz for the full voice experience.

What happened to FundzGPT

The old standalone FundzGPT chat has been folded into Ask Fundz. Everything you used it for — asking about companies and signals, running searches, getting help — now happens in the dashboard command bar, alongside the actions that change your setup. Voice questions go through the same assistant via Talk to Fundz. One place to ask, one place to act.

A note on plans
The voice side of Ask Fundz (Talk to Fundz) is available on paid plans. See the current plan comparison for what's included on each tier.