01
The pipeline
- 01Choose your workspaceOpen the organization you work in. Your role determines which records and actions are available.
- 02Bring the relationship into viewFind or add a person, then record the context you want to keep.
- 03Give the conversation a next stepAdd a follow-up, review an opportunity, or update the relationship.
- 04Ask for helpUse the page prompt to open a private conversation with the assistant.
- 05Review the resultCheck suggested actions and verify factual claims in generated content against your sources.
- 06Keep the record currentSave your work, track what happened, and return to the next action when it is due.
02
Where you decide
You decide which records to update, which actions to take, and when a draft is ready. The assistant works within your account and organization permissions.
03
What it saves you
Keep notes, next actions, and draft ideas beside the people they relate to. You can return to the context before writing a follow-up or preparing content.
Questions
How long until my first post?
Set your audience and tone, choose a topic, and add any source notes. Review the generated text before saving, approving, or scheduling.
Can I edit drafts?
Yes. Edit and save a draft as often as needed. Changes clear the factual-review acknowledgement so you can check the revised version.