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How can I add notes to a meeting that both parties can see?
How can I automatically generate an email or note with AI for appointment scheduling?
How can I create a new Company?
How can I create a new Contact?
How can I enrich a Contact with details via AI?
How can I export an appointment to save it to my calendar (Google, Outlook, Apple)?
How can I filter appointments by profile or contact?
How can I find more employees related to a Company via AI?
How can I link a Contact to a Company?
How can I link a Contact to a Group?
How can I reply to and confirm an appointment requested by a contact?
How can I search for Contacts, Groups, or Companies in my account?
How can I set a reminder for the appointment to be sent via email automatically?
How can I view all appointment requests submitted via the contact form?
How can I view an appointment’s history, e.g. when notes were added or when the contact responded?