For you and your team
Ask “who should I call today” and get a ranked list with the reason behind each name, whether it is an active lead, an overdue follow-up, or someone who has gone quiet. Then turn it into drafted outreach in your voice, review it, and send. It also answers anything from your documents and CRM, with citations. For one person or a whole team.
Who should I call today?
Six worth a call. Here are the top three.
It opens with a Today brief and one-tap prompts. Ask who to reach out to and it ranks your contacts by CRM signal, with the reason each one made the list.
Overdue follow-ups, contacts gone quiet, and intent buried in notes (“ready to move in two months”) surfaced before they slip.
From a call list, draft the follow-up email or SMS in your firm’s tone. It streams in like a chat; you review and send. Draft only, so you stay in control.
Every knowledge answer comes from your own documents and records with the source attached, so you can trust it and act.
Who should I call today?
Staff
Six worth a call. Here are the top three, with why each made the list. Tap to call, or I can draft a message to all three.
Whitford
What is our refund policy for enterprise clients on annual plans?
Staff
Annual enterprise agreements are refundable on a pro-rata basis within the first 60 days, per the Enterprise Terms (section 7). After that, the term runs to renewal. I have linked the clause so you can check the exact wording.
Whitford
Upload documents and import your customer data, and the assistant builds its Brain from it.
“Who should I call today?”, “Who did I forget to follow up?”, “Which tickets are urgent?”, or just ask anything in plain language.
Draft the outreach, review it, and send. The assistant does the prioritising; you do the closing.
Start the day with a ranked list, not a blank CRM.
Ask a question instead of hunting through drives.
Walk into any conversation already knowing the history.
Write the tenth follow-up as fast as the first.
The assistant does the prioritising. You do the closing.