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AI assistant
A chat that actually operates the CRM — it can create records, build sequences and set up campaigns for you.
Workspaceabout 4 min
By the end you'll be able to
- Get multi-step CRM jobs done by describing them in a sentence
- Know what the assistant can and cannot do on your behalf
- Keep and revisit your past conversations
Walk through it
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A new chat offers a few examples — creating a contact with a follow-up task, building a three-step follow-up sequence, drafting a template and wiring it into a campaign. They are a good guide to the level of instruction that works well.
Good to know
- Anything that sends still obeys the approval rules — the assistant can prepare a send, but it cannot approve its way past a gate.
- Suppressed and unsubscribed contacts stay protected: the assistant uses the same send pipeline as the UI.