AI assistant · Starter & Pro
Ask about revenue, jobs, estimates or next week's schedule in plain English and get answers from your own records. Ask it to book a job, send a quote or text a client, and it lines the change up as a card. Nothing changes until you say yes.
In plain English
Type or talk to it like you'd brief your office manager. These all work today.
AI assistant
Revenue, jobs, leads, estimates, invoices, payments, the schedule and text conversations, with links straight to the records. Owners and admins can ask one-off questions too, and it looks the answer up in your own data: read-only and locked to your business.
Clients and jobs, scheduling and assigning crews, estimates, invoices and payments, texts and emails, email and text campaigns, automations, lead lists, settings like business hours and tax, and deletes or voids when you need them.
Emails and texts follow your writing voice: your name, sign-off and tone. Overused sales phrases are on a banned list, and every draft gets a tone check before you see it.
Switch on Assistant mode and talk to it in real time. Interrupt it, keep moving between pages, and confirm with a casual “yeah”.
Hand off a background task: draft next week's schedule, research local pricing with cited sources, or build a lead list. You review the result before anything changes.
“Text Sam tomorrow at 9.” “Remind me Friday to call the supplier.” Almost any change can be scheduled once or on repeat, and it's checked again before it runs.
Step by step
Open the assistant on any CRM page (Ctrl or ⌘ + K) and type, or switch on Assistant mode and talk.
For any change it shows a card: what will happen, to which record, and how many. Edit the details if you like.
Tap Confirm, or just reply “yeah” or “go ahead”. “Wait” or “never mind” cancels.
Permissions, schedule conflicts and your edits are checked again the moment you confirm, before anything is saved or sent.
Safety
The assistant prepares the work. You make the call.
Before anything is created, sent, scheduled or deleted, you see exactly what will happen and to which record.
A yes counts only when you typed or said it, never the AI's own text or a customer's message, and only for the cards in its last reply.
It can't change your plan or billing, buy or release phone numbers, connect payment accounts, or touch passwords and security settings.
Names, notes, texts and emails from customers are treated as information, never as instructions to follow.
Field workers get an assistant limited to their own jobs, tasks and permissions. Each person's conversations are private.
Scheduled actions and routines are approved up front, and every run is re-checked for access, opt-outs and limits before it goes.
Questions
Anything about your business that lives in the CRM: revenue for a period, jobs and the schedule, leads, estimates waiting on customers, unpaid invoices, payments, text conversations and what needs attention. Owners and admins can also ask one-off questions, such as which clients haven't booked since last spring, and it looks them up in your own data, read-only.
No. Every change shows up as a card that says what will happen, to which record and how many. Nothing is saved, sent or deleted until you tap Confirm or reply with a clear yes, and everything is checked again at that moment. Scheduled actions and routines are approved once, up front, and each run is re-checked before it happens.
Yes. Texts go from your business number. Emails can be one-off messages, campaigns, estimates or invoices, and marketing emails automatically include your business details and a one-click unsubscribe. Ask for a test first and it sends a copy to your own inbox.
Yes, with a limited version. Workers can ask about their own jobs, tasks and schedule and prepare changes their permissions allow, like a task for themselves or a text to a client if they have texting access. They can't see estimates, invoices, payments or business results.
Starter (CA$49/month) and Pro (CA$129/month), with monthly limits: 300 assistant replies a month on Starter and 2,000 on Pro. Confirming or cancelling a card doesn't count. Both plans have a 14-day free trial. The Free plan includes the full CRM but no AI features.
No. The assistant works for you and your team inside the CRM. The AI text receptionist answers your customers' texts. Neither one answers phone calls.
Try it free
Create your CRM on the Free plan, then start a 14-day Starter or Pro trial from Settings → Billing when you want the AI. A card is required for the trial.