Chat with the agent

9 tools available

What's on your plate?

Plan a visit, log a recap, ask anything about your accounts. The agent has 9 CRM tools and can act, not just chat.

Heading to Lisle today, give me a briefing.
Just visited Apex — talked to Tony about the Inconel job. He wants IC907 pricing by Friday.
Plan a visit to Apex next Tuesday. Things to ask: status of the Mazak chatter, new tap orders, when Jim retires.
What tasks do I have open this week?
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Unanswered brief items

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Quick jump

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What the agent can do

  • 🏢 find or create accounts
  • ✏️ update account fields (machines, contacts, notes)
  • 📋 plan a visit (create_visit_brief)
  • 📝 log a recap (record_visit_recap)
  • ✅ create / complete tasks
  • ⚡ chase unanswered items from past visits