AI
4 guides in Platform.
- AI assistantAsk questions about your business, get answers with record links, cards and charts, attach files, and approve every change the assistant proposes.
- Operator, tutorial and work queuesLet the assistant work the real screens while you watch and take over at any step, learn a task in tutorial mode, and act on many waiting records at once.
- Connect your AI app (MCP)Connect Claude, ChatGPT, Cursor or any MCP app to your business with your own sign-in and rights, or use an API key for apps that cannot open a browser.
- Outside tools for the assistantLet the assistant use other services' MCP servers, such as Meta Ads, Stripe or Notion, with each person's own sign-in and approval of every change.