Overview

AI Chat is your built-in assistant for deciding what to work on next, drafting outreach, and getting quick how-to help, all without leaving Grove. Open it from the left-hand menu any time and ask it a question in plain language. The examples below cover a few common ways to use it, but AI Chat isn't limited to them, it can support any feature in Grove and help with actions related to that feature, so it's worth asking about whatever you're working on.

Steps

1.  Click AI Chat in the left menu bar (the icon just below Home).

The AI Chat entry point in the left navigation, with Home, AI Chat, and past Chats listed.

2.  Grove opens the AI Chat screen. You'll see a How can I help? message and a message box labeled Ask Grove anything....

The AI Chat landing screen.

3.  Type your question and click the arrow button (or press Enter) to send it.

4.  Grove replies in the same window. For some questions, Grove checks your account data first, you'll see small chips like list activity log or list deals appear above the answer when it does.

5.  Keep the conversation going. Type a follow-up in the same thread and Grove remembers what you've already discussed, so you don't have to repeat context.

6.  To pick a conversation back up later, find it under Chats in the left menu and click it to reopen the full thread.

Good to know

Ask it to help you plan your week. Try something like "What should I prioritize this week?" or "Who should I reach out to this week?" Grove checks your activity log and deals, then suggests where to focus. In our test account (with no open deals or logged activity), it suggested reaching out to past clients, engaging your sphere, reviewing your contact list, and planning a client appreciation event.

AI Chat's response to "What should I prioritize this week?"

Ask it to draft a campaign email. For example: "I want to create an email campaign for contacts in the Raleigh Hills neighborhood of Beaverton, Oregon. Help draft an email." AI Chat will ask a follow-up question about your goal (a market update, a new listing, or general real estate tips), then send back a full draft, including a subject line, ready to copy and paste into a Campaign. Reach for this when you want something more tailored than the "Create with AI" option inside Campaigns.

AI Chat drafting a campaign email after a quick back-and-forth about the goal.

Ask it how to do something in Grove. A plain question like "How do I create Deals?" gets you a plain-language walkthrough right there in the chat.

AI Chat's response to "How do I create Deals?"

AI Chat has some limits. You can ask it about more than just Grove, but it has limitations; for example, it doesn't have live access to current market data, like today's average home prices in a region. Grove can make mistakes, so always verify important information before you act on it or share it with a client.