The assistant's first offers after you sign up
1. Right after you sign up
Right after you sign up, the assistant opens with three offers. First, to connect your own AI agent, such as Claude or ChatGPT: Connect your AI agent opens Connected AI tools. Then to set up your pipeline: Describe how you sell, Start from a template or Keep the default pipeline. Then the ways to add your leads that your role can use. Tell me here puts "Add a lead: " in the message box for you to finish and send. The ways to add leads stay in a new chat until your first lead or deal is in.