Data & Intelligence
Ask your CRM to do the thing, instead of clicking through to it
A signed-in assistant that can query your records, draft and send email, build automations and templates, and answer questions about your data — with your permissions, not a superuser's.
It can act, not just answer
The assistant reaches the same operations the interface does — create and update records, draft an email, assemble a flow — so a request becomes the finished thing rather than instructions for you to follow.
Your permissions still apply
It acts as you. A viewer cannot get it to edit records, and nothing it does escapes the audit log — the assistant is a faster way to use your access, never a way around it.
Connect your own tools
The workspace exposes an MCP server, so the same capabilities are available to external AI clients you already use, under the same access rules.
What's included
- Conversational assistant over your records, activities and reports
- Acts on the CRM: create and update records, draft and send email, build flows, templates and dashboards
- Streaming replies with rich result blocks that link back to records
- Enforces the signed-in user's role and record permissions
- MCP server so external AI clients can use the same tools
- Bring-your-own-key model configuration in workspace settings
- Metered with AI credits, with a monthly allotment per plan
Learn how to set it up
- Get started with the AI assistantWhat it can do, how permissions and credits apply, and how to ask for things it can actually act on.
- Report a bug or request a featureTell the assistant what went wrong and it files the report for you — with the page you were on and the errors your browser recorded already attached.
Works with
- Formula fieldsWrite Excel-style formulas on any object — days in stage, weighted value, lead score — and get live results on every record, list and report. No sync jobs, no stale numbers.
- ReportingReports, dashboards and goals in one module: build reports over any object and any field — including formulas — pin them to dashboards the whole team reads, and track targets against them.
- Audit logEvery create, update, delete, merge, import and settings change is recorded with the actor and a field-level diff. Filter it, search it, trust it.