Record and timeline summaries
Less time assembling context
Sidekick AI · capability
Embedded where decisions happen
Each eligible product contributes purpose-built intelligence rather than a generic chat layer.
Inside this capability
Specific tools, connected to a measurable operating result.
Drafts, recommendations, and next actions
Recommendations grounded in business records
Forecast, exception, and knowledge signals
Automated work with visible controls and usage
Tier-aware limits and governance
Less time assembling context
How the work moves
Prepare the next best customer action
Sidekick assembles the relationship, open work, communication, and commercial context into a reviewable recommendation.
- 01Resolve the customer
- 02Gather relevant records
- 03Explain the recommendation
- 04Let the user approve or adjust
Continue through Sidekick AI
Agents for repeatable work
Configure separately purchased agents with explicit tools, permissions, and metered credits.
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