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How to Manage Sites and Accounts with the AI Assistant | FlowPath Help Center

How to Manage Sites and Accounts with the AI Assistant

Create and update account/site records, aliases, and custom fields.

What you can say

  • "Create a new site — 100 Main Street, Building A, 50,000 sqft."

  • "Add an alias for Building A — tenants call it 'The Tower.'"

  • "Create a custom field called Property Code on all accounts."

  • "How many active sites are in each state?"

  • "Export all sites with their default watchers."

  • "Import sites from this spreadsheet."

"Create a new site — 100 Main Street, Building A, 50,000 sqft."

"Add an alias for Building A — tenants call it 'The Tower.'"

"Create a custom field called Property Code on all accounts."

"How many active sites are in each state?"

"Export all sites with their default watchers."

"Import sites from this spreadsheet."