AI assistant
Say it. It’s done.
One sentence becomes logged calls, moved deals and reminders.
Assistant
Finding Sarah…
Logging the call…
Moving the deal…
Adding a task…
Done ✓ $4,990 in Proposal, reminder Thursday 10:00. Draft the proposal email?
Ask anything, or tell it what happened…
Your permissions
Asks before anything risky.
Morning brief
Who to reach today, and why.
Contact summaries
What they want, how to approach.
Your tone, any language
Follows your playbook.