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AI assistant

Ask your CRM, instead of clicking through it

One question in plain language, and the answer cites the contacts, lists and campaigns behind it. It reads everything you can read, and it never writes without asking first.

  1. 1 Ask in your own words — "who replied this week and still has no answer from me", "which of my lists has nobody left to message".
  2. 2 The answer cites real objects: click a name and the contact opens. No uuid, no "I could not find that".
  3. 3 It can act — tag a contact, build a list, move a card, start a campaign — and halts at the first write to ask you.

How it works

It uses the public API, as you do

Every question runs through the same API a script or an external client uses, on a token minted for that turn and revoked after it. The assistant can reach nothing you cannot reach yourself.

Reads are free, writes stop and ask

Looking something up needs no confirmation. Anything that changes your workspace pauses on a card naming exactly what it is about to do; declining answers the question instead.

It shows its work

Each step appears as it runs, because a real answer can take tens of seconds — and a panel that only shows a spinner leaves you wondering whether it is stuck.

Your conversations are kept

Every thread stays in a history you can reopen. A failed question keeps its wording, so asking again costs no typing — and no quota.

Smart

Can it message my prospects?

It can queue a message the way you would, and it will ask you first. Nothing leaves your LinkedIn account without a confirmation, and the daily limits and office hours you set apply to it exactly as they apply to you.

Keep reading

Articles on this topic

CRM 6 min read

Asking your CRM instead of clicking through it

An AI assistant with read access answers questions no dashboard was built for. One with write access needs a rule about when it stops. Here is what that looks like in practice.

Read →

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