✨ Ask Aaliyah

Client 360 + firm knowledgeSample data
← Home
Internal mode: answering from firm knowledge
✨
Pick a client to ask about their history, returns, bookkeeping, communications, or status.

Or just ask. With no client selected I answer from the firm's SOP library and internal knowledge.
Aaliyah reads live Airtable data and the SOP Library at answer time. She can be wrong. Verify amounts before they leave the building. Teach her something new by adding a doc to the Knowledge Library.