AI assistant and agents: let AI do the routine work
Ask questions, let AI propose actions and confirm them, and schedule agent tasks that run every hour, day, week or month.
What it does
- CHAT mode answers questions about your data and proposes actions.
- AGENT mode runs multi-step tasks, for example finding leads and decision-maker emails, creating outreach drafts, checking Google Ads spend or mailing open rates, and analysing website traffic.
- You confirm the actions the assistant proposes: nothing happens until you select Confirm.
- Scheduled agent tasks run a written instruction by themselves, or when you start them.
The AI button is on every screen. See AI Assistant and AI Agents.