How it works
Open the command bar from anywhere in the app and type a request. The AI reads your prompt, figures out which CRM objects and tools it needs, and proposes a plan before acting on anything that changes your data.Describe what you want
Type a natural-language request, such as “find John Carter’s last invoice” or “draft a follow-up text to the leads I quoted this week.”
The AI plans
It interprets your intent, identifies the relevant contacts, leads, jobs, or messages, and outlines the steps it will take.
Review and confirm
For actions that create, change, or send something, the AI shows you a draft or summary so you can approve, edit, or cancel before it commits.
What you can ask it to do
The Command Center spans your data and your everyday workflows. You can use it to:- Find information across contacts, leads, jobs, quotes, invoices, and conversations, like “show me overdue invoices over $500.”
- Draft messages for SMS, email, or a reply in the unified inbox, using your tone and context from the conversation.
- Take actions such as creating a task, adding a note, applying a tag, moving a lead to a new stage, or scheduling a follow-up.
- Summarize a long conversation thread or a contact’s recent history so you can pick up where you left off.
The AI Employee draws on your Knowledge Hub for business-specific answers and uses AI credits, which are included on every plan.
Grounded in your data
The Command Center works only within your own organization’s records and respects your account’s permissions. It pulls live context from your CRM rather than guessing, so the contacts, jobs, and figures it references are real and current. Actions are scoped to what your role can already do in the app.Common questions
Does the AI send messages on its own?
Does the AI send messages on its own?
For actions that touch a customer or change records, the Command Center shows you a draft or summary to approve first. You stay in control of what goes out.
What does it use for credits?
What does it use for credits?
The AI Employee runs on AI credits, which are included on every Revenue Sol plan. Heavier usage draws more credits.
Can it answer questions about my business?
Can it answer questions about my business?
Yes. When you train the Knowledge Hub on your website and FAQs, the AI uses that to answer accurately and stay on-brand.
Next steps
AI Employee
Learn how the AI auto-replies across your channels.
Knowledge Hub
Train the AI on your website and FAQs for accurate answers.
Unified inbox
See where drafted replies and conversations live.