Setup & data. Your profile, your CRM, your data.

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

• set me up

  The setup interview: company, brands and sign-offs, people, voice, ideal customer, stages, links, tools. Stored as your profile.

• create my CRMbuild me a local CRM

  No CRM yet: a local database on your machine with companies, contacts, deals, notes and meetings. CRM in your profile: the adapter brief for it.

• migrate the local database

  Upgrades the local database to the current schema, after a backup copy.

• import my contacts from a CSVimport companies and deals from a CSV

  Reads the file on your machine, skips duplicates and adds each record to your CRM or local database.

• connect my HubSpotconnect my Pipedriveconnect my ClickUpconnect my Salesforce

  Records the CRM in your profile; adding companies, contacts, deals, stages and notes then goes through your agent's own connector.

• connect my Gmail and calendarconnect my meeting recorderconnect LinkedIn through Unipile

  Which mail, calendar, recorder and LinkedIn access your agent uses, written to the profile.

• change my sign-off to LPset my voice rulesadd my team

  One change to the profile: signatures and sign-offs, voice and banned phrases, team members and their roles.

• set my pipeline stagesset my ideal customershow my profile

  Stages with probabilities, the ideal customer (regions, size, verticals, buyer roles), or the whole profile.

• export my data

  Your profile as JSON. Your CRM rows are already yours: in your CRM or in the local database on your machine.

• delete my data

  Deletes your profile and setup draft on our side, after you confirm.

• do I have the licence?

  Licence state, and how to unlock the licensed playbooks.

• what can you do?

  Every flow and the sentences that start it.

• where are we?

  Session start: the profile loaded, what changed since last time, the first thing to do.