AI Assistant

Just talk — I'll update the dashboard live

No prospect selected
Hey! I'm your PDWS assistant. Talk to me naturally and I'll update the shared dashboard instantly — everyone on your team sees changes live.

Try things like:
  • "Add Sarah Johnson, 214-555-0192, referral from Mike"
  • "Move her to stage 3, assign to Sarah"
  • "Log that I called today, left voicemail"
  • "Check off the first meeting checklist"
Open a prospect first, or ask me to add a new one!
+ Add prospect Advance stage Log contact Check all Assign to…
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