Mo can now read your documents
Ask Mo to review a customer contract and it finds the contract on the customer's record and reads the document itself, PDF or Word.
Enhancement · AI ·
Ask Mo to review a customer contract and it finds the contract on the customer's record and reads the document itself, PDF or Word. It can also read PDFs, Word documents, images and text files from your media library and from email attachments, so its answers come from what the document actually says.
October 2026 · Releases & improvements
Mo can now answer more manager and workspace-owner questions from your own · Callers can now leave a message when nobody picks up a hand-off
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
