AI Assistant

Pick up where
you left off

The AI assistant builds context over time. Every session deepens its understanding of your preferences, your clients, and your workflow — so every interaction gets smarter.

Memory that makes you faster

The AI assistant's session memory eliminates the friction of starting every conversation from scratch.

Cross-Session Memory

It remembers what you worked on yesterday, last week, and last month — and surfaces relevant context when you return.

Context Retention

Deals you discussed, clients you mentioned, estimates you requested — all held in memory so you never have to repeat yourself.

Preference Learning

It learns how you like to work — your preferred email tone, report formats, and shortcuts — and applies them automatically.

Conversation History

Every past conversation is searchable. Ask the AI assistant "what did I ask about the Johnson deal last week?" and it'll recall it exactly.

It remembers. You move forward.

Every session builds on the last. Watch the AI assistant surface exactly what's relevant when you return.

AI Assistant — Memory Chat
Memory Active

AI recalled your last session (2 days ago)

You were working on the Marcus Johnson deal and asked me to draft a follow-up email. The deal is still in Negotiation. Want to continue?

You

What's the status of the Marcus Johnson deal?

2 days ago

Marcus is at $24,000 in Negotiation. He received your proposal 5 days ago and hasn't responded. I'd recommend a gentle follow-up today.

2 days ago
Now — AI resumed your context
You

Did he ever respond to that follow-up?

No response yet — it's been 2 days. The 15% discount you offered expires in 1 day. I'd send another message today, more direct. Want me to draft it?

Draft emailDismiss

AI using context from 3 previous sessions · Marcus Johnson deal thread · 15% discount offer

An assistant that actually knows you

The longer you use the AI assistant, the better it gets — because it remembers everything that matters.

0
Repetition Required

Never explain your context again. It holds everything across sessions so you just ask and get.

100%
Personalized Responses

It tailors every response to your workflow, your clients, and your preferences — not a generic template.

Understanding Over Time

Its value compounds — the more sessions you have, the richer the context it builds about your business.

What does the assistant remember?

The context of your conversation: which client, deal or project you were discussing and what you asked, so a follow-up question does not need the full setup again.

Does memory cross between users?

No. Conversation memory is scoped to your user and your tenant; another team member’s chats are never used as context for yours.

Can I clear it?

Yes. Start a new conversation to begin from a clean context, and stored memories can be deleted.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time