CADIS: Role Based AI-Assistant

A role-based AI assistant that helps with tasks and questions inside the platform.

Overview

• Context-aware — Uses your role and current context (e.g. open job or lead) to give relevant answers.
• Tasks — Ask for help drafting messages, summarizing threads, or finding information.
• Guidance — Get step-by-step help for common workflows (e.g. converting a lead, updating a job stage).

How to use

1. Open the CADIS panel or chat from the UI (e.g. sidebar or floating button).
2. Type your question or request in plain language.
3. Review the response and follow any suggested actions or links.

Tips

• Be specific about the record or topic so the assistant can focus on the right data.
• Use CADIS for how-to questions and drafting; always review before sending or saving.