Short walk-throughs that show you exactly where to click. Start at the top and work down, or open the section you need and skip the rest.
6 videos in 1 section
Tell it what you want in plain words - it drafts, you approve. Nothing saves without you.
6 videosThe lightning-bolt button: tell it what you want in plain words, and it does the clicking.
2Open it, run your first command, and see how it drafts rather than saves.
3Find someone, log a call, add a note, set a Follow-Up - all by describing it.
4Draft an Invoice, a Quote, a Journal Entry or a shareholder expense from a sentence.
5Use the microphone instead of the keyboard, hands-free.
6Why the assistant never writes to your database without you pressing Save.
The written guides cover the same ground, plus the Canadian admin around it.
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