Voice notes
Feature 2Record or upload an MP3/WAV. It's stored encrypted and turned into text in the background.
1. Audio
or
2. Send
Recent notes (from this browser)
Client data
Every voice note, recording and transcript of the client ID above.
Document reading
Feature 4Upload a document. It's read (OCR), the AI suggests values, and you approve, edit or reject each one. Nothing counts until you finish the review.
1. Document
or a sample:
PDF, JPG, PNG, HEIC, XLSX, XLS or DOCX
2. Send
Recent documents
Client data
Every document of the client ID above, with what was read from it.
Notes to profile
Feature 1Type or paste the intake notes. They're saved as written and can't be edited. The AI suggests values for the client record, follow-up tasks and a document-request email. Nothing counts until you approve it.
1. Notes
made-up client
2. Send
Recent readings
Client data
Every note and reading of the client ID above.
Email drafts
Feature 5Pick a kind of email and give it the facts you have checked. The AI writes a first draft (a subject and a body) for you to edit. Facts the kind of email has no use for are dropped before the AI sees anything.
Nothing here sends an email. The service never sends, never reads an inbox and never chooses who the email goes to: the recipient below is echoed back exactly as typed. There is no route to save or send a draft.
1. The email
Facts (* needed; the list comes from the service)
Recipient and sender
2. Write
Each click is a new request (a fresh Idempotency-Key).
Recent drafts (from this browser)
Client data
Every draft, version and audit row of the client ID above.
Last response: none yet
Smart search
Feature 8Push a record so it can be found by meaning, then search. The service keeps no record text: only ids, versions, who may see each record, and vectors. A search returns ids and scores; your CRM would fetch what to show.
1. Push a record
Samples:
Who may see it (set by the backend; this service only filters on it)
2. Search
3. Remove
Last response: none yet
AI Assistant
Features 6 and 7Ask questions about the CRM, and get a list of who to act on. It reads, answers and suggests: it never changes the CRM, never sends anything and never stores a conversation. A person decides every task before anything is created.
Data source: the demo CRM that ships with the assistant (stub mode, made-up clients, brokerage demo-brokerage), not a real CRM. Client c-1004 (Declan Yamamoto) is visible only to the ADMIN and TEAM_LEAD roles, so switching the role below shows the permission rules at work.
Sent to the CRM with every request: it decides what the answers may be built from.
Ask a question
Try:
Stateless: every question is answered on its own. This page sends no earlier turns and nothing is stored, so ask a follow-up in full.
Recommendations
The list
Task suggestions
A recommendation can open a task suggestion. A person approves, edits or rejects it, once. In production the backend then creates the real task and confirms with "handed off"; here you play the backend.
Client data
Every recommendation and task suggestion of the client ID in the question box above.