Using the AI assistant
Ask questions about your own data, get insights, and approve changes explicitly - with every run logged and priced.
Open AI → Assistant and ask in plain language: “Which deals close this month?”, “Summarize this customer's history.” The assistant answers from your workspace data, uses your renamed vocabulary, and respects your permission settings - including field-level restrictions.
If the assistant proposes changing data (say, updating a field), it asks for your confirmation first. Nothing is written silently.
Insights
AI → Insights surfaces lead scores, churn-risk flags, customer health, and next-best-action recommendations. Use them to decide who to call first and who needs attention before they leave.
Cost transparency
Every AI action has a visible price and draws from your wallet or prepaid packages. AI → Activity lists every run with its status and cost, and the same charges appear itemized in Settings → Billing.