Smarter Contact Recall by Tag
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What's New:
- Tag-Based Contact Recall: You can now ask the assistant to find contacts by their tag—just use natural language. For example:
- "Show me users tagged as freelancer"
- "List investors tagged as hot investor lead"
- "Who's tagged as partner?"
- The assistant will instantly pull up everyone with that tag, along with their details and memos.
Why it matters:
- Instant Sales Intel: Need a hot lead to follow up with each morning? Just ask for your "hot investor leads" or "priority prospects" and get a ready-made list to act on, every day.
- Effortless Segmentation: Find freelancers, partners, or any custom group in seconds—no more manual searching.
- Context at a Glance: See all relevant notes, roles, and contact info for each tagged person, right in your workflow.
How to Use:
- Just ask the assistant in plain English:
- "Show me all contacts tagged as [your tag]"
- "List everyone with the [tag] tag"
- The assistant will do the rest—no filters, no menus, no fuss.
Pro Tip: Combine tags for even more power: "Show me all users tagged as freelancer and based in London."