Make changes without clicking through every screen.
See the exact action and confirm it before anything changes.
Action ready
Appointment change
“Move Maya’s fitting to Thursday afternoon.”
Keep every action clear and accountable.
Ask the AI assistant to find an answer or prepare a change across contacts, conversations, campaigns, and segments. Every supported change appears as a clear confirmation card before it runs, then follows the same access and sending rules as a manual change.
Reads contacts, conversations, campaigns, segments and reports
Every change proposed as a card you approve or discard
Confirmed actions run through the same checks as manual ones
Answers tied to your knowledge base with citations
What keeps the work controlled
Reading is the easy half
The assistant can look across the whole business, so an answer is about your business.
- Contacts, stages and profiles
- Conversations and their state
- Campaigns, readiness, forecasts and recipient results
- Segments, sequences, channel health and the knowledge base
Writing always asks
Every change is a proposal with the details visible before you agree. This is the boundary that makes an acting assistant safe to use on real customer data.
- Contact edits, merges, notes and tags
- Conversation assignment, replies and closing
- Campaign creation, scheduling, pausing and test sends
- Suppression, segment creation and sequence enrollment
More capabilities
Ask in plain language
Ask how many contacts reached a stage, which campaign is ready to send, or what the channel health looks like. The assistant queries your business to answer.
Watch the work
A timeline beside the conversation shows what it is reading as it reads it, so an answer can be checked.
Confirm a change
When a change is needed, it appears as a proposal: add a note, assign a conversation, create a segment, schedule a campaign, suppress an address. You confirm or discard.
It runs the normal way
A confirmed action goes through the normal access and sending checks, then appears in the activity history.
Sources shown with every answer
Answers about your business are drawn from the knowledge base and your own records, and the parts used are cited so a claim can be checked.
- Citations back to the source document
- Business data read live at the moment you ask
- A cost ceiling per run so a runaway task stops
Rehearse before customers are involved
Every part of the product has a way to try it first: a practice mode for the reply agent, a dry run for automations, and a test send for campaigns.
- Ask it a question and see exactly which of your answers it used
- Simulate an automation flow without sending
- Test send a campaign to yourself before it goes wide
Tools that reach outside, Soon
A confirmed action can update an order or record in another tool after the relevant integration is connected and enabled.
- Read-only external tools first
- Writes proposed and confirmed like every other action
- Nothing is enabled by default
Good to know
- It cannot change anything without your confirmation.
- Writes to external systems are not available until the relevant integration is connected and enabled.
- Your team uses it. Customers never see it.
Questions buyers ask
Can the assistant change things on its own?
No. Reads happen freely, and supported writes are proposed as cards that wait for your confirmation.
What can it actually do once confirmed?
Contact edits and merges, notes, conversation assignment and closing, replies, campaign creation and scheduling, suppression, segments and sequence enrollment.
Does confirmation bypass a teammate's access?
No. A confirmed action follows the same access and sending rules as a manual change.
Can it answer questions about my data?
Yes. It queries your business live, and grounds business answers in the knowledge base with citations back to the source.
More questions
- Does the session survive a refresh?
- Yes. The conversation is held on the server, so reloading the page or continuing on another device keeps the thread.
- Who can use it?
- Invited teammates can use it. A confirmed action still follows that teammate's access.
- Can it connect to my other systems?, Soon
- External actions require an integration that you connect and enable. Write integrations are a separate capability.
- How is a runaway task prevented?
- Each run has a cost ceiling, and every write needs confirmation, so an unattended loop cannot spend or send.
Bring customers back with timely follow-ups.
Ready to put this to work?
Start with one customer journey and build from there.
7-day free trial. Nothing is charged when you start. Cancel before it ends and pay nothing.