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Tell the Assistant to do things

Tell the Assistant to do things

Say it once — the Assistant turns a plain sentence into a previewed action that only applies when you confirm it.

Reviewed OperatorVertiqa 1.69+

Instead of navigating to the right page and form, tell the Assistant what you did or what you want done. It extracts the action, shows you a preview, and applies it only when you confirm. Nothing is ever written to your workspace without your tap on Apply.

What you can say

People and companies

  • "Add a contact — Sam Rivera at Acme, sam@acme.com."
  • "Update Acme's phone number to 555-0100."
  • "Create an account for Northwind Mechanical."

Deals

  • "Create an opportunity for Acme — spring retrofit." Asking for a new lead lands here too — leads and opportunities share one pipeline.
  • "Move the Acme deal to Proposal."
  • "Mark it won" or "mark it lost — they went with a competitor."
  • "Push the close date to end of month."

Activity and follow-through

  • "Log a call with Acme — they asked for updated pricing."
  • "Log an inquiry from Acme about spring maintenance."
  • "Create a follow-up task for Jane due Friday."
  • "Mark the follow-up task done."
  • "Add a note to the Acme opportunity — decision maker is the CFO."
  • "Remind me if they don't reply in 3 days."
  • "Assign the Acme lead to Sam."

Meetings

  • "Book a 30-minute call with Jane Friday."
  • "Move my 2pm with Acme to Thursday."
  • "Cancel tomorrow's kickoff with Acme" — attendees get a real cancellation notice, so this one is always reviewed on screen.

Beyond the CRM

  • "Open a service request for Acme's rooftop unit."
  • "Add a project task to the Acme onboarding project."

You can also combine several in one message — each becomes its own row in the review.

See what's available to you

When you open the Assistant with an empty conversation, a What the assistant can do row lists the actions available to you as tappable chips. The list is yours specifically — it's filtered by your permissions, and situational actions (like rescheduling or canceling a meeting) only appear when you actually have an upcoming meeting. The first six show by default; Show all reveals the rest.

Chips marked · previewed first always open the full review before anything happens. Tapping a chip drops the phrase into the composer for you to finish — it never sends or applies anything by itself. Typing "what can you do?" into the chat isn't a special command; the chip row is the definitive list.

Quick confirm vs. full review

  • Quick confirm — a single, low-risk action the Assistant is highly confident about (creating a task, logging an activity) shows a compact card with the summary, a confidence pill, and Apply / Discard.
  • Full review — everything else opens Review extracted actions: one row per action with its target, confidence, and a one-line summary. For each row you can Edit the details, Remove it (or Include it again), or fix who it's about — type a hint in Contact / target hint and Re-resolve, pick from the suggested matches, or choose Create new.

Some actions always require the full review, and the row shows why:

  • Sends externally — booking, rescheduling, or canceling a meeting sends real calendar invites and emails.
  • Irreversible — canceling a meeting can't be undone, so it never applies without an on-screen review.
  • Higher risk — review required — record changes like moving a deal stage or editing a contact.
  • Needs resolution — the Assistant couldn't confidently match the person or record you named.
  • Blocked on voice — the request arrived by voice and this action can't be confirmed by voice alone (see below).
  • Low confidence / Multiple actions — anything uncertain or bundled is never applied one-tap.

After you apply

Each action reports its result: a link to the record it created or changed, a clear error if it failed (with a Retry failed button), or a note that it still needs attention if a target couldn't be matched. Applied actions also appear in the record's timeline like any other change, so your team can see what happened.

Dictation and voice

The microphone button transcribes speech into the composer — the same preview-and-confirm flow applies. Higher-stakes actions (booking, rescheduling, or canceling meetings; marking a deal won or lost; changing stages or close dates; creating opportunities, accounts, service requests, or project tasks) are deliberately never confirmed by voice alone; they always come back to an on-screen review.