Your CRM’s AI workspace is now available on mobile, making it easier to handle day-to-day tasks, create content, and get quick answers while you’re away from your desk. Whether you’re following up with leads, checking appointments, or updating records between jobs, you can take care of important work right from your phone. ✨

📌 Why This Matters

Small business owners are constantly on the move, and work does not always happen in front of a computer. Having an AI workspace inside your CRM app means you can ask questions, complete tasks, and create content in the moment instead of waiting until later. That can help you respond faster, stay organized, and keep opportunities from slipping through the cracks.

✨ What’s New

• Take action from one conversation: You can handle a wide range of CRM tasks directly from mobile, such as adding leads to follow-ups, booking appointments, checking transactions, and updating pipeline stages.
• Create content on the go: Draft blog posts, social captions, and business content right from your phone whenever inspiration strikes or you need something quickly.
• Generate images inside the app: Create visuals for promotions, posts, or campaigns without switching tools.
• Get in-app help when you need it: If you are unsure how to do something in the CRM, the AI workspace can guide you through the next step right away.
• Use a full-screen mobile workspace: This is designed for real work on your phone, giving you more room to read, type, and manage tasks comfortably.
• Follow responses in real time: Answers appear in a natural flow, making them easier to read and act on while you work.

🛠️ How to Use It

1. Step 1: Open your CRM mobile app and go to the main menu or tap the AI button on the home screen.
2. Step 2: Open the AI workspace to start a full-screen conversation.
3. Step 3: Type what you want help with, such as checking what actions are available, creating content, or updating a record.
4. Step 4: Review the response and let the AI complete the task or guide you through the next step in real time.
5. Step 5: Use it throughout the day whenever you need to handle quick admin work, follow up faster, or keep your pipeline updated while on the go.

💡 Pro Tip

Use the mobile AI workspace to follow up with leads and confirm appointments the moment you have downtime, because faster action often leads to more booked jobs and fewer missed sales.