AI assistant

Press ⌘I (Ctrl+I on Windows) anywhere in the app, or open Assistant in the sidebar. Ask a question about your pipelines, buyers or leads in plain English and it answers from your own data and this documentation.

It reads, and only reads. It cannot create, edit, pause or delete anything — not a pipeline, not a rule, not a buyer. Nothing you ask it can change your account.

What it's good at

Diagnosing one lead. "Why wasn't LD-A7X2K9 delivered?" gets you the actual routing trace: which rules were tested, which buyers were skipped and for what reason, what the score was and where the price came from. This is the thing it does best — the answer is spread across rules, caps and operating hours, and it reads all of them at once.

Explaining a number you're looking at. Several screens carry an Explain button — the unrouted counter on the dashboard, the routing trace on a lead, the intake figures on a pipeline's sources. It sends the question for you, with the context of what's on screen.

Answering product questions. "How do buyer caps work?", "What's the difference between held and deferred?" It answers from this documentation and links the page it used, so you can check it.

Finding things. "Which buyers are close to their cap?", "Which pipelines have no active buyer?", "Do I have unrouted leads, and why?"

Every answer that used your data or a doc page carries a Sources disclosure. Open it to see exactly what was read.

Pointing at something specific

Type @ followed by at least two letters to point at a pipeline, buyer or lead by name — @Auto Insurance, @SunWest. Picking one attaches it to your question so you don't have to describe it.

On a lead, buyer or pipeline page, the assistant already knows which one you're looking at. "Explain this lead" is enough.

What it won't do

• Change anything. It has no write access at all.
• Discuss billing, invoices or your plan. Use Settings → Billing, or plans and quotas.
• Answer for another organization. It only ever sees your own.
• Invent a number. If the data isn't there it says so rather than filling the gap — an empty window is reported as empty.

Lead data that arrived from outside — a form comment, a buyer's error message — is treated as text to report, never as an instruction to follow. A supplier cannot smuggle a command into a lead field and have the assistant act on it.

Conversations and history

Each thread is kept. The clock icon opens your recent conversations, and reopening the panel within 24 hours offers Continue where you left off. The pencil icon starts a fresh thread — worth doing when you change subject, since it carries the earlier turns as context.

Thumbs up and down sit under every answer, and Report incorrect lets you say what was wrong. Both are read.

Fair use

500 questions per month per organization, on every plan. That is far above normal use — it exists to stop a runaway loop, not to ration you. If you reach it, the assistant says so and comes back at the start of the next month; message support if you need it lifted.

Common questions

Can it set up a routing rule for me? Not yet. It can tell you exactly which rule to change and what to change it to, but you make the edit. Write access is planned, and will always show you a draft to approve before anything is saved.

Where is it on mobile? The sparkle icon in the header, and an Assistant entry in the menu. It opens full screen.

It gave me a wrong answer. What now? Use Report incorrect under the answer and say what was wrong — those reports are what new test cases get written from. For anything urgent, Ask support at the bottom of the panel puts you through to a human.

Does it see my leads' personal data? It reads the fields it needs to answer, from your organization only. Contact details are included when the question is about a specific lead, since that is the answer.

Can I turn it off for my team? Not per user today. Nobody outside your organization can see your data through it, and it cannot change anything.