AI assistant
Ask about your leads, deals, stock and finances from any page. It reads only what you are allowed to see and proposes actions you confirm.
Answers in context
Press Ctrl K on any page and ask. The assistant sees the record you have open, follows it across sections, from a lead to its deals, payments and VINs, and shows its working when numbers are involved.
Actions you approve
Ask it to schedule a follow up, create a task, move a deal or record a payment. It proposes the action as a card and nothing is written until you press Confirm, with the same checks as doing it by hand.
What you can do
On every page
Open it with Ctrl K and keep working while it answers.
Permission aware
Reads only what your role and data scope allow.
Actions you confirm
Follow ups, tasks, deal moves and payments proposed as cards.
Finance AI with its working
Every figure in an answer traces back to a real calculation.
Insights per section
Highlights, risks and suggestions at the top of each section.
Help in English and Arabic
A help bot and help centre in both languages.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.