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The command palette combines search and navigation. The AI assistant helps you query account data and documentation without leaving your current screen.

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Search or ask

Open the command palette with the shortcut shown in the app. Type a contact, agent or section name and select a result. For a natural-language question, choose Ask AI. Example questions:
  • “Summarize my recent calls.”
  • “Which campaign is active?”
  • “How do I buy a phone number?”
  • “Which contacts should I follow up with?”
The assistant can query contacts, calls, agents, campaigns, tasks, account summaries and documentation. Review sources and linked records when you need to verify an answer.

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Actions and conversations

Cards can offer to open a record, write a message or prepare a call. Calls have a confirmation with confirm and cancel options. Review the recipient before confirming. You can stop a reply, return to search, start a new conversation or resume one from History.

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Common problems

The assistant can make mistakes. Review identifiers, recipients and record information before taking an action.

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Frequently asked questions

No. It helps you work inside the app. Text agents handle conversations assigned through channels.
The app prepares the action and displays a confirmation. Review the information before confirming.
Open History and resume the relevant conversation. Start a new one for a separate context.

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See also