AI Assistant
Ask anything about your clients, your product, or your data. The AI assistant combines conversation history, knowledge base documents, and real-time context to deliver grounded, accurate answers.
Key Capabilities
Streaming Responses
Get answers as they're generated — no waiting for the full response. The streaming interface shows reasoning in real-time so you can act on partial information immediately.
Knowledge-Grounded Answers
Every response is grounded in your uploaded documents and conversation history. The AI cites its sources so you can verify claims and dig deeper.
Tool Integrations
The assistant can search conversations, look up contacts, query analytics, and access your knowledge base — all within a single chat interface.
Session History
Pick up where you left off. Every conversation with the AI assistant is saved with full context, so you can revisit past queries and build on previous research.
How It Works
Open the AI Assistant from the sidebar and ask any question in natural language.
The AI searches your knowledge base, conversation history, and analytics to formulate an answer.
Responses stream in real-time with source citations you can click to verify.
Continue the conversation to refine your query or explore related topics.
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