The Ai Engine Ai assistant is not a chatbot. It is an agent with direct access to your business data and the tools to act on it. It can read your contacts, draft emails, move pipeline deals, generate documents, schedule meetings, and trigger workflows, all from a single conversation.
How It Works
Ai runs on a tool-use architecture. When you ask it a question or give it a task, it determines which tools it needs, calls them in sequence, and returns the result. It has access to the same APIs that power the rest of the platform, so anything you can do in the dashboard, Ai can do for you.
The 23 Tools
CRM Tools: List contacts, search contacts, create contact, update contact, get contact details, add note to contact. Ai can pull up any contact record, update fields, add notes, and search across your entire database.
Pipeline Tools: List deals, move deal to stage, create deal, update deal value. It understands your pipeline stages and can move deals, update values, and create new opportunities from conversation.
Email Tools: Send email, draft email, list email templates, search email history. It can compose and send emails on your behalf, pull from your templates, and reference past conversations.
SMS Tools: Send SMS, list SMS conversations, create SMS template. Quick text messages to clients without leaving Ai interface.
Calendar Tools: List events, create event, check availability, send booking link. Schedule meetings, check your calendar, and send booking links to clients.
Document Tools: Generate PDF, list documents, create contract, send for signature. Ai can generate PDFs from templates, create contracts with dynamic fields, and send them for digital signature.
Workflow Tools: Trigger workflow, list workflows, check workflow status. Kick off any automation you have built, check if a workflow is running, and monitor its progress.
Analytics Tools: Get dashboard stats, pipeline report, email performance. Pull up metrics and reports without navigating to the analytics section.
Real-World Usage
In practice, the most common copilot interactions are: "Draft a follow-up email to everyone in the Qualified stage," "What is the total value of deals closing this month," "Generate an NDA for this contact and send it for signature," and "Schedule a call with this client next Tuesday at 2pm."
Ai handles about 60% of routine inquiries for our most active tenants, freeing up their team to focus on high-value work.