• Chats across your tools Ask every tool you connect in one question, approve each change, and share chats with your team in projects.
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  • iPhone and Android Your chats and bots in your pocket: ask, follow your bots, and approve what waits for you.
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Bot recipe · Sales and CRM

CRM hygiene.

Finds duplicates, missing fields, and deals with no next step in your CRM, and proposes the fixes.

Create free account

Free to start: 300 trial credits once, for every model. No card.

HubSpot Salesforce
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every Monday at 8:00

It works with

Any CRM

Its changes

Every change asks.

Its instructions

What it's told, word for word.

The bot reads these on every run, with your own tools named where they say “your CRM”. Change them before it starts, or any time after.

List duplicate companies and contacts in your CRM by domain and email. List open deals without a next step or close date, or untouched for 30 days. Propose each fix; group them so one approval covers a kind.

  • SalesforceSalesforce only reads here, so put what you'd change there in the chat instead, with a link to each one.
Conversations
A new conversation each week.
Credits
About 15 to 60 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Sales and CRM

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Start from this recipe.

Sign up, open Bots, and pick CRM hygiene. Every part of it stays yours to change.

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Free to start: 300 trial credits once, for every model. No card.