AI
Ask your
business anything
Natural language queries across all modules. Ask a question, get a precise answer from your real data.
Intelligence, not guesswork
Six capabilities that turn your data into answers.
Natural language queries
Ask questions in plain English. No query syntax, no filters to configure — just ask.
"How many contacts did we add this month?" or "Show me overdue invoices over $500."
Tool-calling architecture
AI doesn't guess — it calls real functions. Queries hit your actual data through structured tool calls.
When you ask about revenue, the AI calls the billing query tool and returns precise numbers.
Structured responses
Answers come back formatted — tables, lists, summaries. Not walls of text.
"List my top 5 clients by revenue" returns a clean table with names, amounts, and trends.
Risk-tiered actions
Read actions happen instantly. Write actions require confirmation. Destructive actions need explicit approval.
Querying contacts is instant. Creating an invoice asks for confirmation. Deleting data requires approval.
Cross-module queries
Ask questions that span CRM, billing, inbox, and flows. The AI joins the dots across modules.
"Which clients have open conversations and overdue invoices?" pulls from Inbox and Billing together.
Context-aware
The AI knows your workspace structure — your contacts, tags, fields, and modules. Answers are specific to your data.
Ask "Who is my most active client?" and the AI considers messages, invoices, and form submissions.
How AI connects
AI sits on top of every module. It reads, searches, and acts across your entire workspace.