Stage 03 · Qualify and follow up
Project-aware AI assistant
Ask about your leads, accounts and posts and get answers from your own data.
Live
The assistant knows which client and project you are in. Ask about leads, connected accounts, posts and deliveries in plain words, and the answer comes from your own data rather than a general reply.
What you get
The details
Knows your project
It works inside the client and project you have open, so an answer is about that business only.
Plain language
Ask the way you would ask a colleague. No query language and no report builder.
You approve changes
Before it changes anything, it asks for your approval.
Remembers what you ask it to
Keep notes about your business that it can use again in later conversations.
How it works
- Open the client and project you want to ask about.
- Ask your question.
- Read the answer, and approve any action it proposes.
Try it with your own team
Register your company and our team will set up your workspace.
We review every request · No password to choose