The AI copilot — ask & do

Every workspace has a floating “Ask AI” button. It does two things: it answers “how do I…” questions using this documentation, and it can do tasks for you from plain language — like “add a lead for Ahmed, phone 010…”. Simple, safe actions (add a lead, client, or meeting) happen right away; anything sensitive (like creating an invoice) asks you to confirm first.

It works across the whole system, not just CRM. It can CREATE records — leads, clients, meetings, projects, contracts, services, processes, suppliers, inventory items and warehouses, properties, invoices and expenses; ADD to existing ones — a note on a lead, a task on a project, a contact on a client, a support ticket; UPDATE them — move a lead to Won, mark a task done, resolve a ticket; ASSIGN work — hand a lead, task or ticket to a team member by name; SCHEDULE — set a task's due date, a project deadline, or reschedule a meeting (it understands “Friday” or “next week”); and SEND — WhatsApp or SMS a lead (this always asks you to confirm first, since it goes out to a customer). It finds records by name (asking which one if there are several), only ever offers actions you already have permission for, and works in English and Arabic — respecting your plan and roles exactly like the rest of the app.

It can also answer questions about your data — “how many leads do I have?”, “how many active clients?”, “how many open tickets?”, “how much is outstanding?” — respecting what you're allowed to see.