Assistant
An assistant that does the CRM busywork, grounded in your data.
Summaries, drafts, call notes and meeting prep, built into every deal and contact.
Deal summaries and next steps
Open any deal and read a summary of where it stands, who is involved and what was promised, with a suggested next step. Every statement links to the email, note or call it came from.
Email drafts
Draft a follow-up from the last meeting’s notes or reply to a thread in your own tone. Nothing is sent without you.
Call notes
With Call Recording & Transcripts, the Assistant turns a call into notes, tasks and field updates for you to confirm.
Meeting prep
An hour before an external meeting, get a one-page brief with recent emails, open deals and notes.
Your data stays yours
The Assistant only uses data your workspace already holds and respects record permissions. Our model providers process requests with zero data retention and never train on customer data.
Plans: Assistant Lite on Starter (50 actions per user a month), 300 actions on Growth, fair-use unlimited Assistant Pro on Scale.