AI & automation

Using the AI Sidekick

Drive the whole platform by chat — create agents, import leads, check stats, get help.

What it can do

The Sidekick (chat bubble, bottom-right of the dashboard) is an operator, not a chatbot: it has the same tools as the UI. Anything you can click, you can ask for.

“Create an agent for my CRM product targeting the Fintech CTOs list and launch it.”
“Find 50 marketing directors at e-commerce companies and add them to a new list.”
“Why did my deliverability drop this week?”
“Pause all agents using the sales@ mailbox.”
“How do I connect Gmail?” — it reads these help guides and answers from them.

How it works

The Sidekick chains tools in multiple steps to finish a goal end-to-end, asks before destructive actions, and reports exactly what it did with real names and counts. Conversations are saved so you can pick up where you left off.

The Sidekick knows which page you're on and prioritizes relevant actions — open it from the Agents page and “pause it” just works.

Still stuck? Ask an AI that can actually fix it.

Open the Sidekick in your dashboard — it has these guides built in and can inspect and fix your account directly.

Or ask Claude with the MCP connector — same guides, same tools, from any Claude app.