Live in 3 portals
Assistant.
An Ask button on every page: "have I asked them for the API key?" — answered from ClickUp, email and meetings.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
portal.yourcompany.com/admin
CRM › Companies
Halcyon Labs
Search…AskTeam view
Asking about Halcyon Labs
Have we asked Halcyon for the API key yet?
↗ Email · Sep 29↗ Call recap · Oct 2↗ Task · Data import
Ask anything about your clients…
Read-onlyHow it works.
1
Ask from any page
It knows which client, task or page you're on.
2
It looks it up
ClickUp, your email and your meeting recaps.
3
It only reads
It answers with sources — it never changes anything.
What you get
- Knows which client and page you're on
- Reads only — never changes anything
- Yours alone, never shown to a client