Using Nutan Chat
Ask questions, get deal context, and query your knowledge base using Nutan's three chat modes.
Three Ways to Chat
Nutan has three chat modes, each designed for a different context. All chats run with AI-powered responses that cite real evidence from your data.
General Chat
Open Chat from the sidebar to start a general conversation with Nutan. This is your open-ended assistant for anything related to your sales work:
- "What should I focus on today?"
- "Summarize my week."
- "Help me prepare for my 2pm call."
- "What's the status of my pipeline?"
General chat has access to your entire local dataset — deals, meetings, contacts, and knowledge base.
Deal Chat
When viewing a specific deal, open the chat panel to ask questions scoped to that deal:
- "What did Sarah say about budget in the last meeting?"
- "When was the last time we spoke to their CTO?"
- "What objections have come up?"
- "Draft a follow-up email for the procurement discussion."
- "What are the biggest risks on this deal?"
Deal chat responds with evidence — citing specific meetings, dates, and quotes from your transcripts. Every answer is grounded in real conversations, not guesses.
Knowledge Chat
Navigate to Knowledge and use the chat panel to query your uploaded materials:
- "What's our pricing for enterprise plans?"
- "How do we position against Competitor X?"
- "What's the standard objection response for 'we're happy with our current vendor'?"
- "Summarize the key points from the Q2 playbook."
Knowledge chat searches across all your uploaded documents — PDFs, Word files, presentations, and more — and returns relevant excerpts with source attribution.
Chat Features
Streaming Responses
Responses appear in real time as the AI generates them, so you don't wait for the full answer.
Rich Content Blocks
Chat responses can include:
- Formatted text with headings, lists, and emphasis
- Evidence citations with meeting dates and timestamps
- Action item suggestions
- Deal signal references
- Knowledge base excerpts with source files
Chat History
All conversations are saved locally. Return to any previous chat to review what was discussed. Chat history is stored in your encrypted local database and syncs across devices if cloud sync is enabled.
Privacy
All chat processing happens on your device using the on-device AI model. Your questions and the AI's responses never leave your computer. The AI has access only to your local data — Nutan's servers never see your chat content.
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Using Meeting IntelligenceHow Nutan captures, transcribes, and analyzes your meetings — all on your device.
Real-Time Coaching During CallsGet live objection handling, competitive responses, and talk track suggestions during calls.
Building Your Knowledge BaseUpload playbooks, battle cards, and sales collateral to power real-time coaching.
Accountability & Action ItemsHow Nutan tracks every promise, commitment, and follow-up across your deals.
Managing Your DealsCreate, edit, and track deals through your pipeline with stages, signals, and intelligence.
Managing Contacts & StakeholdersTrack stakeholders, their roles, engagement levels, and interactions across your deals.
Your Morning Briefing — The Now PageStart each day with a pipeline narrative that surfaces what needs attention right now.
Memory & Behavioral InsightsHow Nutan remembers meeting patterns, detects broken promises, and surfaces behavioral insights.
Recording & Transcribing MeetingsSet up audio capture, choose your audio device, use push-to-talk, and manage recordings.
On-Device AI — Privacy by ArchitectureHow Nutan runs AI models locally on your Mac for transcription, analysis, and coaching.
Keyboard Shortcuts & Command PaletteNavigate Nutan faster with keyboard shortcuts and the command palette.