Tips, Tricks & Example Prompts

Power-User Tips

Compound Commands

You can chain multiple actions in one message:

Your AI handles all three steps and gives you one consolidated summary.

Morning Briefing

Start every day with:

You get: today's appointments, due tasks, overdue invoices, and anything needing attention — in one quick summary.

End-of-Day Summary

Wrap up your day:

See what got done, what's pending, and what's coming tomorrow.

Voice Mode

If your AI supports voice (e.g., through Vapi or Claude voice):

• Responses are short and conversational
• No technical jargon
• Dollar amounts read naturally ("three hundred fifty dollars")
• Your AI confirms before destructive actions

The Pipeline View

See how clients flow through your stages: Lead → Prospect → Active → Completed

Business Health

See a snapshot: total clients, revenue, outstanding invoices, tasks, and more.

Deadlines

Example Prompt Library

Client Management

• "Add a new client: [name], [email]"
• "Find client [name]"
• "Move [client] to [stage]"
• "Show me all clients in the lead stage"
• "Log a call with [client] about [topic]"

Invoicing

• "Invoice [client] for [description] at $[amount]"
• "Send the invoice to [client]"
• "Show me unpaid invoices"
• "What invoices are overdue?"

Scheduling

• "Schedule a meeting with [client] on [date] at [time]"
• "What's on my calendar today?"
• "Reschedule [appointment] to [new date/time]"

Tasks

• "Create a task: [description], due [date], [priority] priority"
• "What tasks are due this week?"
• "Mark [task] as done"

Projects

• "Create a project for [client]: [name], budget $[amount]"
• "Start tracking time on [project]"
• "What's my billable time this month?"

Communication

• "Send a portal invite to [client]"
• "Create a support thread for [client]: [subject]"
• "Send a notification to [client]: [message]"

Automation

• "Create an automation: when [event], then [action]"
• "Show me my automation rules"

Website

• "Show me my website pages"
• "Create a blog post about [topic]"
• "Run an SEO audit"

Business Overview

• "Give me my morning briefing"
• "Show me my ops dashboard"
• "What's the health of my business?"
• "Show me my audit log for today"

Dashboard Tips

Edit Mode vs Live Mode

Use the Edit/Live toggle in the header to switch modes:

Keyboard Shortcuts

• Press Enter to send a message in Chat
• Press Shift+Enter for a new line in Chat

Quick Navigation

• Use the sidebar to jump between sections
• Stats cards on most pages are clickable — click them to filter
• Search bars (where available) work across name and email fields

The Chat is Always Available

You can always open the Chat page from the sidebar to talk to your AI, even while working in the dashboard. Your AI can make changes to any part of the system while you're viewing it elsewhere.