CRM: AI Assistant and Automations

Last updated Oct 25, 2026

AI Assistant

Opens from the sidebar or the top-right button on any page, as a panel beside the client's work. It knows their contacts, deals, tasks and pipeline, keeps past conversations, and answers things like "What deals are closing this week?" or "Draft a follow-up email for John".

Automations

Workflows run on their own when something happens:

Triggers: contact added, deal created, deal stage changed, email received, task completed or tag added.
Conditions narrow down when a workflow runs.
Actions do the work automatically.

Contacts added by other apps also run "contact added" workflows.

Notifications

In-app alerts for new emails, task deadlines, deal changes and workflow runs.