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The assistant summarises calls, logs activity and moves deals; anything reaching a customer waits for approval.
It picks up AI tasks Desk parks, such as call summaries, and does work you ask for with the permissions of the person it acts for.
Work Desk hands it. Some jobs need thinking that Desk does not do on its own, such as turning a call transcript into a summary. Desk parks those as AI tasks. A connected assistant picks a task up, does the work, and posts the answer back in the exact shape the record needs. Picking up a task claims it for ten minutes so two assistants never answer the same one; if the assistant walks away, the task goes back in the queue.
Work you ask it for. Through the same connection you can ask the assistant to create a lead, log a call, move a deal to the next stage, add a project task, log two hours against it or pull this month's review. It works with the permissions of the person it acts for.
Proposed emails, WhatsApp messages and invites wait in Approvals for a person.
Emails, WhatsApp messages and meeting invitations the assistant proposes are parked in Approvals. They go out only when a person approves them, and the assistant cannot approve its own.
When it cannot do a task, it returns the reason, not an answer.
If the assistant cannot do a task, it returns the reason instead of an answer, because whatever it writes onto a record is read by a salesperson as fact.
It acts only in the active organisation and names it before writing.
It acts only in the active organisation and should name it before writing. See multi-organisation.
Its changes show in the activity feed beside your team's work.
Changes appear in the activity feed alongside your team's own work.
| You say | What happens |
|---|---|
| Summarise yesterday's calls | The assistant takes the queued call tasks and writes outcome, commitments, next step and objections onto each call |
| Book a demo with this lead on Thursday at 3 | A meeting invitation is drafted and waits in Approvals |
| Is this person already in the CRM? | A duplicate check on email, phone, company and name |
| Mark this deal lost, budget moved to next year | The deal moves to the lost stage with that reason |
| What did we close last month? | The monthly review for that month |
Saved typing is the useful part; anything reaching a customer is the risky part. Desk keeps a person in the loop for outbound.
The useful part of an assistant in a CRM is the typing it saves: summaries, logging, updates. The risky part is anything that reaches a customer. Desk separates the two, keeping a human in the loop for anything outbound, which is the same principle behind the confirmation Inbox in Fint. We design client systems the same way in our AI workflow automation work. See also meetings and calls.
Desk queues AI work for an assistant you connect, rather than running a model of its own for those tasks. Ask us in the demo which assistants we have used it with.
No. It can propose the email. It is sent only after a person approves it in Approvals.
A task is claimed for ten minutes by whichever assistant picks it up, so the same task is not answered twice.
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