01
Assistant Request Handling
Plain-language requests replace menus, dropdowns, and fields: the Assistant interprets intent and performs day-to-day CRM work directly.
“Update deals, find customers, get insights, set reminders, build lists. No clicking through menus.” item.app
Mapped capabilities
4 capabilities
Deal and record updates
Interpreting an update request and writing the correct fields to the correct record without a form.
Customer lookup and insights
Finding customers and answering questions about them from the workspace's context.
List building and segmentation
Constructing lists from natural-language criteria over CRM records.
Reminders and follow-ups
Setting, timing, and surfacing reminders tied to customers and deals.