Lisa: what can she do?

Lisa (/lisa) is your assistant in a chat. You write to her like to a colleague.

What she can do

• Answer questions about your data: contacts, companies, deals and tasks. She searches the whole account herself instead of only knowing the latest entries.
• Create and change things: tasks ("Create a task for tomorrow 10 am: call Mr Müller"), notes, contacts, companies and deals. She moves deals to another stage, checks off or reschedules tasks and adds tags.
• Schedule appointments: "Put a viewing at the Weber family in my calendar for Tuesday 10 am, one and a half hours." The appointment then shows in the calendar, yours or a team member's. The customer does not get an invitation.
• Sites and team: create and change sites, keep the checklist and cleaning plan up to date, record tasks and problems at a site, schedule and reassign shifts, create employees, enter holidays and sick days ("Schedule Rita tomorrow from 8 to 11 am at Praxis Nord.").
• Write texts: replies, quotes, summaries of a conversation.
• Help with setup: in the setup checklist via "Ask Lisa".
• Assess photos: on a site she estimates the clearance effort and container size.

What she cannot do yet

• She does not create bookings from the booking page.
• She only creates a deal for a contact. Name the contact right away or have it created first.

Auto mode and approval

Lisa may read and search without asking. In auto mode she creates and changes things right away, and the card then shows Undo. Deleting and legally important steps only happen with your yes. The full list is in the article "Lisa: what she does herself and when she asks". She never sends campaigns on her own.

Credit: every request uses AI credit. Every plan includes a monthly credit; you see the balance on the Lisa page.