What is Chief of Staff?
Updated October 28, 2026
Chief of Staff is the AI assistant inside Breakcold. It reads your records, conversations, meetings and tasks, answers your questions, and prepares the work around your deals: replies, follow-ups, field updates, new deals and meeting prep. Nothing goes out without your OK unless you decide otherwise.
Open Chief of Staff in the sidebar to start.
What you can ask
- Questions about your CRM: "Which deals need attention?", "Who should I follow up with?", "How many deals did we win this quarter?"
- Changes: create or update records, tasks and notes, change views and fields, link a conversation to a record.
- Messages: draft and send an email or a LinkedIn, WhatsApp or Telegram message from your connected accounts.
- Meetings: "Prepare my next meeting" gives you who they are, what was said and what to ask.
- Reports: describe a report and it builds the charts. See How do I build a report with Chief of Staff?
- Imports: attach a CSV or Excel file and say "Import this file".
- Your AI employees: "Set up an employee" hires and configures Karen, Kyle, Zoe, Henry or Chad for you.
Every change, send or deletion shows a card first, so you can check it. See How do Chief of Staff permissions and approvals work?
Where to find it
- The Chief of Staff page: click Chief of Staff in the sidebar. Your conversations are on the left, grouped by Today, Previous 7 days and Older.
- From any page: press ⌘ J (Ctrl J on Windows) or click Ask Chief of Staff. A panel opens on the side and Chief of Staff sees the page you're on, for example the record or the conversation. Click the Looking at chip, then Don't share this page with the next message to leave the page out.
- From the keyboard: press Q, then A for Ask Chief of Staff.
- Home: the ask bar at the top of Home opens the same panel.
Set it up once
Open Your tasks in Chief of Staff. The checklist Let's get me working for you takes about 4 minutes:
- Tell me what you sell: your offer and your buyers. Give it your website and it reads it.
- Connect your inbox: email, LinkedIn, Telegram or WhatsApp, so it sees who replies and what they ask.
- Choose what I do for you: a few questions, then it sets up your AI employees.
- Get a morning brief (optional): every morning, what needs you, your meetings and the deals gone quiet.
From then on, it watches your inbox, calls and pipeline and prepares work in Your tasks. See How does the Chief of Staff Tasks list work?
Your conversations
- Click New conversation to start fresh. Each conversation keeps its own history.
- Hover a conversation, then use Rename or Delete. Deleting removes its messages for good, but changes already made in your CRM stay.
- While Chief of Staff is answering, you can type the next message: it waits in a queue. Press ⌘ ↵ (Send now) to have the current answer take it into account at its next step instead.
Memories
Say "remember that…" and Chief of Staff saves it for the next conversations. Open the Chief of Staff menu at the top of a conversation, then Memories, to see or forget what it remembers. Only you see your memories.
Good to know
- Chief of Staff works with the access of your role. If your role can't do something in Breakcold, it can't either, and it says Your role can't do this.
- The first time you open it, you may be asked to allow AI data processing. See Your data and AI.
- Chief of Staff, AI employees, enrichment and recordings share your organization's usage. See How much can I use Chief of Staff?
- AI can make mistakes. Check what it prepares before you approve it.
Related
Still stuck?