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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 CRM action that only applies when you confirm it.

Reviewed OperatorVertiqa 1.59+

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

  • "Log a call with Acme — they asked for updated pricing."
  • "Create a follow-up task for Jane due Friday."
  • "Mark the follow-up task done."
  • "Add a contact — Sam Rivera at Acme, sam@acme.com."
  • "Update Acme's phone number to 555-0100."
  • "Move the Acme deal to Proposal" or "mark it won."
  • "Push the close date to end of month."
  • "Remind me if they don't reply in 3 days."
  • "Book a 30-minute call with Jane Friday" or "move my 2pm with Acme to Thursday."
  • "Assign the Acme lead to Sam."

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

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 or rescheduling a meeting sends real calendar invites and emails.
  • 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.
  • 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 or rescheduling meetings, marking a deal won, changing stages or close dates) are deliberately never confirmed by voice alone; they always come back to an on-screen review.

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