AI
Use AI to score leads, review pricing, and strengthen communication quality. You can access the full AI workspace once you are signed in to your account.
Access your AI workspace for lead scoring, pricing analysis, and conversation intelligence.
Review pricing recommendations built from your historical estimate and margin data.
Prioritize leads by score and focus on the next highest impact follow-up.
Analyze chatbot and conversation threads for opportunities that need action.
Start in the AI Hub, review your existing setup, and move through each tab without needing to remember direct URLs.
Keep all AI-assisted suggestions, lead actions, and drafts grouped by channel so your team can follow up faster.
If your org needs custom AI settings, speak with your account manager from the admin settings after logging in.