AI Assistant
An AI assistant that runs your dashboard.
Ask in plain English. The assistant finds deals, creates contacts, moves records, drafts follow-ups, and answers questions about your data, without you clicking through menus.
What you get
Talk to your business, get work done.
Plain-English commands
Find, create, and update records by asking, not by hunting through screens.
Answers from your data
Ask about pipeline, invoices, and calendar and get a direct answer grounded in your records.
Drafting help
Draft follow-up emails and proposal copy that you review before anything is sent.
Model-agnostic
The AI provider and model are chosen by configuration and swappable, with a fallback, so you are never locked to one vendor.
Common questions
Is the AI assistant tied to one AI provider?
No. The assistant is model-agnostic. The underlying AI provider and model are selected by configuration, can be swapped without changing how you work, and a fallback keeps it running.
What can I ask the AI assistant to do?
Ask it in plain English to find deals, create contacts, move records between stages, draft a follow-up, or answer questions about your pipeline, invoices, and calendar.
Put an AI assistant on your operation.
Run your dashboard by asking. Start today, free for 14 days.
Start free trial