Answers with sources
Every answer shows what it read to get there.
Ask your business data. Review the proposed actions.
Ask about accessible CRM and ERP records and review proposed action plans. Small edits to the open record can apply immediately; sending and dialling require confirmation.
Available capabilityIncluded capabilities
Reviewable action plans
A request for changes comes back as a step-by-step plan. Anything that dials or sends starts unticked and asks you to confirm twice.
Current-record context
It sees the record on your screen, and a small edit to it is applied at once.
File attachments
Attach up to four files to a question.
A budget per question
An admin sets how much one question may cost.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.