See what your AI team will do, and why, before you say yes
Every item waiting for you now says what saying yes will do, why it was picked and where it came from (an automatic check, an email conversation, website chat…
Enhancement · AI ·
Every item waiting for you now says what saying yes will do, why it was picked and where it came from (an automatic check, an email conversation, website chat or a finished job), with links to the deal, ticket, invoice or conversation behind it. When you press Do it, you get a direct link to the proposal, campaign or ticket it made. AI Team requests in Approvals also link to these details.
October 2026 · Releases & improvements
Clearer progress while Mo works on an approved task · Invitations, open for business
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
