Help inside your product
Let your customers find a record, change a view or prepare an update just by asking. The agent works on the page they’re already using.
- Opens the right page
- Adjusts filters and views
- Prepares changes for review
Your team chooses the actions. Your customers stay in control.
Invoices
| Invoice | Due date | Status |
|---|---|---|
| INV 1042 | Sep 1 | Overdue |
| INV 1043 | Sep 4 | Paid |
| INV 1044 | Sep 5 | Overdue |
Try it. Watch the page change.
The agent changes the view, right inside your product.










