Chat naturally about your contacts, companies, opportunities, activity, billing, and tasks. The assistant uses your live Firestore data and asks for confirmation before changes.
Each item code, the companies matched to it (with pipeline status), and the contacts at those companies (with persona).
| Item Code | Status | Contact | Persona | Company | Actions |
|---|
Each company with linked contacts and item code opportunities (pipeline status and buying committee).
All contacts with linked companies, opportunity personas, and recent email activity.
Sent and received emails synced across your team. Internal-only messages are not tracked.
Emails assigned to team members from the Contact Activity feed. Use the filters for a daily completed vs. not completed report.
Customers, invoices, and payments synced from Stripe. Records are linked to contacts and companies by email.
| Invoice | Customer | Status | Amount | Date |
|---|
| Description | Customer | Status | Amount | Date |
|---|
Track Live and Compute hours purchased vs. used vs. remaining by company. Set purchased hours inline, and log used hours as dated entries.
| Company | Live purchased | Live remaining | Compute purchased | Compute remaining | Log |
|---|
Open tasks tied to a company, contact, and optional project. Link tasks to a project so they appear in that project's WAWA summary.
Client-ready project summaries: what has been completed vs. what is still open. Select a company, then pick an existing project or create one from an item code opportunity.
Associate any contact with any company — email domain does not need to match. Pick their office location when they work out of a specific site (not HQ).
| Contact | Company | Role | Updated |
|---|
Swipe horizontally to see all columns on smaller tablets.
| Company | Item Code | Status | Actions |
|---|
Swipe horizontally to see all columns on smaller tablets.