Your in-platform assistant. Ask about your dealbook, find opportunities, schedule sends, and get product help.
Attaching Context To Ann
Use the resource picker to scope Ann to a specific client, deal, or other record before asking.
Conversation History With Ann
Past conversations are saved. Use the switcher to pick one up, or start a new chat.
Opening Ann And Asking A Question
Find Ann in the header. Use the sample prompts to start, or type your own.
The Cards Ann Returns
Ann's answers aren't just text. She returns rich cards (renewal pipeline, refinance opportunity, lender card, rate strip, etc.) you can click into.
What You Can Ask Ann
Dealbook questions, opportunities by region, rate lookups, report status, scheduling sends, and product support.
Who Is Ann
Ann is your in-platform assistant. Ask about your dealbook, schedule sends, find opportunities, and get product help.
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