The assistant lives in a chat bar at the bottom of every page. Ask it anything you would ask a colleague who had read every email, transcript, and CRM record in your portfolio: "what happened with Acme last quarter", "which of my accounts mentioned pricing this month", "draft a QBR agenda for Northwind".

Context-aware

The assistant sees where you are. Open it on a company record and it already knows which account you mean; open it from a conversation in Inbox and it can reference the thread you are reading. Chats are saved, and you can reopen a recent chat from the history menu to pick up where you left off.

Grounded answers

Answers are built from your own data: interactions, meetings, companies, metrics, and the knowledge base. Searches respect account ownership, so "my accounts" means the accounts you manage. When the assistant cites a company, an interaction, or a signal, it renders as a reference pill you can click to jump straight to the source.

Attachments

Drop files into the chat to give the assistant more to work with: images (PNG, JPEG, WebP, GIF), PDFs, and plain-text files, up to 10 MB each. Paste a screenshot of a spreadsheet, attach a customer's PDF, and ask questions about it.

Skills

Type / to run one of your team's skills, the reusable prompts and procedures your workspace has packaged up. Hover a skill mention to preview what it does before you run it.

Artifacts

When you ask for a document (a QBR deck outline, an account plan, an exec summary), the assistant produces an artifact: a document that opens next to the chat in a rich-text editor. You can edit it directly with a formatting toolbar, ask the assistant for revisions, and step back through earlier versions.

Artifacts can be shared with a link. You control the audience: only you, everyone in your organization, or anyone with the link.

Actions need your approval

The assistant can do work, not just answer: draft and send emails, create tasks, and write goals and deliverables. Any action that changes data or reaches a customer is presented as an approval card first, so nothing happens until you confirm it.