Answers from workspace context
Find clients, summarize your pipeline, and review supported scheduling and Portal information you have permission to access.
Ask questions in your workspace instead of searching through every view. Review client information and pipeline summaries, or request supported updates with the access you choose.
No credit card required.
Find clients, summarize your pipeline, and review supported scheduling and Portal information you have permission to access.
Use read-only access for questions or full access for supported client record and Portal draft changes.
Open a dedicated chat to review the conversation, task results, and recent workspace chat history.
Use Command J or Control J to open the workspace assistant.
Start a conversation with the appropriate access and describe the information or supported change you need.
Read the response or inspect the confirmed change in your workspace.
No. Current write tools cover supported client record and Portal draft changes. They do not publish a Portal, send outreach, take payments, or run arbitrary code.
No. The assistant remains subject to your account and workspace permissions. AI tasks require provider configuration and workspace credits. The chosen access mode stays fixed for the conversation.
Manage your client work in one workspace. Choose the features that fit your business.