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Features ▸ Daily

Stop searching.
Just ask daily.

One ask bar replaced every search box. Ask in plain language and the assistant plans, reads your own clients, bookings and meeting history, and answers — right down to “what do we need to close the Microsoft deal.”

Start free trial →See how it works ▾
7
tools, all reading only your data
Session-only
The chat clears when you close it. Nothing kept.
Daily
asks over your workspace
round 3 / 6
What do we need to close the sale with Microsoft?
Working · reading your data
search_clientsfound Microsoft
get_clientprofile · 5 bookings · 3 summaries
search_meetings3 recorded sessions
To close Microsoft, three things are still open:
Pricing for 40 seatspromised in last meeting, not yet sent.
Technical demowith their IT lead, J. Park.
Rollout reassurancetheir main objection was setup time.
Open Microsoft profile →
Ask anything about your clients, bookings or meetings…
Agentic · up to 6 rounds Replaced every search box Only your data
01 — how it works

It doesn't guess.
It checks.

Every answer is grounded in your real records. The assistant plans, calls the tools it needs, reads what comes back, and decides whether it has enough — looping up to six rounds before it must answer. Tokens stream as it writes.

1
You ask

A plain-language question — no filters, no fields.

2
It plans

Decides which of the seven tools it needs, and in what order.

3
It reads your data

Calls tools scoped to you, reads the results, loops if it needs more.

4
It answers

Synthesizes a grounded reply — streamed, with link chips.

02 — one bar, everywhere

We deleted
the search boxes.

No more remembering which filter lives where. Every search field across the workspace became one ask bar — and when the screen is blank, it suggests where to start.

Clients, bookings & meetings — one box
Plain language, not filters
Empty-state suggestion chips
Answers, not just a list of results
Before · four boxes
Search clients
Filter bookings
Find meetings
Look up tasks
After · one ask bar
Ask anything…
Try
Who’s in today?Show Novartis historyDraft a recap email
Seven tools
03 — the toolbox

What it can
reach for.

Seven read-only tools, every one scoped to your account — the assistant can see your data and only yours. It picks the right ones for each question and chains them together.

ToolDoesReturns
Search Clientssearch_clientsFind clients by name or emailName, Email, Phone, Last Booking
Get Clientget_clientFull client profileProfile, Notes, Intake, Last 5 Bookings, Last 3 Meeting Summaries
Search Bookingssearch_bookingsAppointments with date + status filter"The last appointment Mark from Chase booked was on April 15."
Search Meetingssearch_meetingsRecorded sessions, filter by clientAsk any specific details about your meetings
Get Specific Meeting Detailsget_meeting_detailAll the meeting informationSummary, Action Items, Decisions, Objections, Recommendations, Notes, Transcript
Schedule Inquiriesget_today_overviewTimezone-aware daily snapshotToday's Bookings, Open Tasks
Ask Daily AnythingnavigateOpen a dashboard pageAsk Daily anything about your schedule, meetings or clients
Every tool is user-scoped and read-only — the assistant can never see another account's data
In their words
04 — questions it answers

The questions you'd ask a sharp teammate.

What do we need to close the sale with Microsoft?
get_clientsearch_meetings
Three open items from your last three meetings:
Send 40-seat pricingcommitted, still outstanding.
Book the technical demowith J. Park, their IT lead.
Address rollout timetheir recurring objection.
What pain points must we solve to secure the Novartis agreement?
get_clientget_meeting_detail
Across your notes & transcripts, three pain points recur:
Compliance sign-offraised in two of three calls.
Multi-region rolloutthey operate across 4 markets.
Data residencyflagged as a hard requirement.
Draft a follow-up email to Marcus
drafts text
What's on my calendar today?
get_today_overview
List action items from Acme's last call
get_meeting_detail
Take me to my booking pages
navigate
05 — what it does

More than search. It does the legwork.

Answers from real data

Questions about clients, bookings and meeting history — grounded in your records, never invented.

Drafts emails & lists

Turns real meeting data into a follow-up email or an action-item list you can copy straight out.

Navigates for you

Returns clickable link chips that jump you to any of nine dashboard pages.

Clean markdown

Renders bold and bullets so answers are scannable, not a wall of text.

Shows its thinking

Live status as it plans and calls tools — and a retry if a turn fails.

Starts you off

Empty-state suggestion chips propose good first questions when the chat is blank.

06 — under the hood

Yours alone, and gone when you leave.

User-scoped

Every tool reads only your account's data — never another user's.

Session-only

The conversation clears the moment you close it. Nothing is retained.

Grounded answers

Up to 6 rounds of tool calls; round 6 forces an answer with no tools.

Streamed responses

SSE token streaming, low-temperature model tuned for accurate recall.

07 — ask away

Ask your
workspace anything.

Stop hunting through filters and tabs. Turn on the assistant and just ask — it reads your data and answers. Free for fourteen days, included on every plan.

Start free trial →
Your Day Schedule
Features ▸ Daily

Stop searching.
Just ask daily.

One ask bar replaced every search box. Ask in plain language — it reads your clients, bookings and meetings, and answers.

Start free trial →
Daily
asks over your workspace
3 / 6
What do we need to close the sale with Microsoft?
reading your data
get_clientMicrosoft
search_meetings3 sessions
To close Microsoft, three items are open:
Send 40-seat pricingstill outstanding.
Book the technical demowith J. Park.
Address rollout timetheir objection.
Open Microsoft →
Ask anything…
01 — how it works

It doesn't guess.
It checks.

Every answer is grounded in your real records — it plans, calls tools, reads the results, and loops up to six rounds before answering.

1
You ask
A plain-language question — no filters.
2
It plans
Picks which of the seven tools it needs.
3
It reads your data
Calls tools scoped to you; loops if needed.
4
It answers
A grounded reply, streamed, with link chips.
02 — one bar, everywhere

We deleted
the search boxes.

Every search field became one ask bar — and when the screen is blank, it suggests where to start.

Before · four boxes
Search clients
Filter bookings
Find meetings
Look up tasks
After · one ask bar
Ask anything…
Who's in today?Show Novartis historyDraft a recap email
Seven tools
03 — the toolbox

What it can
reach for.

Seven read-only tools, every one scoped to your account.

Search Clients
search_clients
Find clients by name or email
Get Client
get_client
Full profile + bookings + summaries
Search Bookings
search_bookings
Appointments by date + status
Search Meetings
search_meetings
Recorded sessions by client
Get Specific Meeting Details
get_meeting_detail
All the meeting information
Schedule Inquiries
get_today_overview
Today's bookings + tasks
Ask Daily Anything
navigate
Open a dashboard page
User-scoped & read-only — only your data
In their words
04 — questions it answers

Ask it like
a sharp teammate.

What do we need to close the sale with Microsoft?
get_clientsearch_meetings
Three open items from your last three meetings:
Send 40-seat pricingstill outstanding.
Book the technical demowith J. Park.
Address rollout timetheir objection.
What pain points must we solve to secure Novartis?
get_clientget_meeting_detail
Across your notes & transcripts, three recur:
Compliance sign-offraised twice.
Multi-region rollout4 markets.
Data residencya hard requirement.
Draft a follow-up email to Marcusdrafts text
What's on my calendar today?get_today_overview
Take me to my booking pagesnavigate
05 — what it does

More than search.
It does the legwork.

Answers from real data
Grounded in your records, never invented.
Drafts emails & lists
Real meeting data into a sendable follow-up.
Navigates for you
Clickable link chips to nine dashboard pages.
Clean markdown
Bold and bullets — scannable, not a wall of text.
Shows its thinking
Live tool-call status, plus retry on a failed turn.
Starts you off
Empty-state suggestion chips when the chat is blank.
06 — under the hood

Yours alone,
gone when you leave.

User-scoped
Reads only your account's data.
Session-only
Clears when you close it.
Grounded
6 rounds; round 6 forces an answer.
Streamed
SSE tokens, low-temp recall.
07 — ask away

Ask your
workspace anything.

Stop hunting through filters and tabs — just ask. Free for fourteen days, on every plan.

Start your 14-day trial →