What’s New
The AI Assistant now has the same CRM tools you can use from Claude or ChatGPT through our MCP connection, with no extra setup. It already knows who you are and which team you’re in.
New things you can ask
- “What’s on my Win the Day?” or “Show my dashboard”
- “Text Jane that I’m running 10 minutes late”
- “Email everyone tagged open-house about Saturday” (it shows you a dry run first)
- “Show my hot leads” and “What calls did I make yesterday?”
- Look up, create and update companies
- Read sent and received email, and see or cancel scheduled messages
- Check newsletter results
- Refer a lead and follow up on your referrals
- Enroll or unenroll contacts in automations
- Browse and copy from the template & automation library
You approve every send and delete
When the assistant is about to send an email or text, delete something, update contacts in bulk, refer a lead, or enroll or unenroll contacts in an automation, it shows you exactly what it will do and waits. Click Approve to go ahead or Deny to stop it. If you type a new message instead, the pending action is cancelled.
Bug Fixes
- Emails sent from the assistant now go through your team’s email provider and can be scheduled for real.
- Deleting a task or note from the assistant works again.
- Bulk updates from the assistant no longer report the contacts they updated as errors.
- Search results for people, tasks and appointments show up as cards more reliably.