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AI Features
AI Assistant for Client Q&A
Ask anything about your clients with AI-powered assistance that remembers context from all meetings
AI Assistant Client Q&A
The AI Assistant Client Q&A feature allows you to ask any question about your clients and get intelligent responses based on the complete context of all your interactions. The AI assistant remembers and analyzes information from all meetings you've had with each client, providing comprehensive insights when you need them.
Key Features
- Comprehensive Context: The AI assistant has access to all meeting notes and discussions with your clients
- Intelligent Responses: Get accurate answers based on actual meeting data and client interactions
- Natural Language: Ask questions in plain English and get meaningful responses
- Coming soon : Soon to include context from client emails and other documents
How to Use AI Assistant for Client Q&A
Watch how the AI Assistant helps you quickly find information about your clients by understanding context from all your meetings
Example Questions You Can Ask
- "What are the main investment goals for [Client Name]?"
- "When did we last discuss retirement planning with [Client Name]?"
- "What risk tolerance did [Client Name] express in our meetings?"
- "Summarize all the action items from meetings with [Client Name]"
- "What family information has [Client Name] shared?"
- "What are the key concerns [Client Name] has mentioned?"
Coming Soon
We're expanding the AI Assistant's capabilities to include:
- Email correspondence analysis
- Document context integration
- Cross-client insights and patterns