Managing your work on the go is simple and fast. With a built-in AI workspace, you can take action, create content, and solve problems — all from one place. Instead of switching between tools, you can handle everything through a single conversation.
How to Use It #
Open the AI Workspace #
Launch your mobile app, then go to the app menu or tap the AI button on your home screen. This opens a full-screen workspace designed for focused work.
Start with a Clear Request #
Type what you need in simple terms. Think of the AI like a team member you can brief. For example: “What actions can you perform today?”
Take Action Directly #
Ask the AI to handle tasks for you. You can:
- Add leads to sequences
- Book appointments
- Update pipeline stages
- Check transactions
Just describe the task and let it execute or guide you step by step.
Create Content on Demand #
Need content quickly? Ask for it. You can:
- Generate blog drafts
- Create branded images
- Write social media posts
Provide a short description, and the AI will produce ready-to-use content. If you get stuck, ask for guidance right away. The AI will explain what to do next so you can keep moving without delays.
Follow Responses in Real Time #
Read responses as they appear in a smooth, natural flow. This makes it easier to understand and act immediately.
This AI workspace turns your mobile app into a powerful control center. By combining actions, content creation, and support into one workflow, you can move faster and stay organized. Use it regularly to simplify your tasks and keep everything running smoothly — wherever you are.
Important Note: This feature is currently available to admin-level users. Access for other roles will be added soon.
Frequently Asked Questions #
How do I open the AI workspace on the mobile app? #
Launch the mobile app, then go to the app menu or tap the AI button on your home screen to open a full-screen workspace.
What kinds of tasks can Ask AI perform? #
You can ask it to add leads to sequences, book appointments, update pipeline stages, and check transactions, among other actions.
Can Ask AI create content for me? #
Yes. You can ask it to generate blog drafts, create branded images, and write social media posts from a short description.
How should I phrase my requests? #
Type what you need in simple terms, treating the AI like a team member you can brief, and it will execute or guide you step by step.
What if I get stuck? #
Ask the AI for guidance right away and it will explain what to do next so you can keep moving without delays.
Who can access Ask AI right now? #
The feature is currently available to admin-level users, with access for other roles to be added soon.
