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SmartOffice Assistant

When you want something from SmartOffice, just ask! SmartOffice features its own AI-powered virtual assistant, allowing you to retrieve data and accomplish common tasks quickly using natural-language voice or text commands.

How SmartOffice Assistant Helps You

SmartOffice Assistant makes complex tasks easier. Need to create a report? Say or type something like, "Show me clients with an active opportunity who have a policy with an anniversary date in the next 30 days," and SmartOffice Assistant automatically creates a report with the right column layout and filters. Assistant can schedule calendar activities, run integrations, retrieve specific data from SmartOffice records, and much more.

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SmartOffice Assistant Is the Intelligent Way to Get Things Done

Greater Efficiency

Accomplish routine tasks in a fraction of the time. SmartOffice Assistant lets you tap into SmartOffice's power without clicking through pages and menus.

Lower Training Costs

With its ability to interpret natural-language commands, SmartOffice Assistant helps new users become productive more quickly. Reduce time and money spent on training.

Fewer Support Calls

Before you pick up the phone to call SmartOffice support, ask your question to SmartOffice Assistant. It may just have the answer you need to get you past that hurdle.

 

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