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AI assistant
Write card copy, turn a logo into an accessible theme, draft follow-ups, summarize a relationship and ask questions about your workspace — with every source cited and nothing sent without your approval.
Headlines, bios, follow-up emails and workflow drafts arrive as editable text. Applying or sending always takes a deliberate click.
Ask about leads, meetings, pipeline or performance. Every answer links to the records it used.
Visitors can ask questions that are answered only from facts you've approved — anything else becomes an invitation to exchange details.
The assistant reads only your workspace, only the records your role allows, and only what each task needs. It can't change anything without you.
Each plan includes monthly AI credits, usage is shown by feature, and administrators can turn AI off for the whole workspace.
Straight talk
AI can be wrong. That's why its output is always editable, cited where it answers questions, and never acted on without a person approving it.
Calculated from our current plans.
Start on the free plan. Upgrade when your follow-up needs to scale — your cards, contacts and history come with you.