Changelog

Smarter Contact Recall by Tag

Tag Recall Assistant Release Image

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."