Add a client via the prompt bar
To create a new client, simply type something like this in the prompt field:
“Create a new client called Philips Tech, located at Keizersgracht 12, Amsterdam. Website is www.philipstech.nl. Tone of voice: professional and clear.”
The AI will generate a client profile based on your input.
Add a contact person
To add a contact person to an existing client:
Type @ in the prompt bar
Select the relevant client
Then enter a prompt like:
“Add contact person Peter Smit, [email protected], 0123456789.”
The AI will link the contact person to the selected client.
Tip
The more specific you are (name, role, email, tone of voice), the better the client profile will be.
You can add multiple contact persons to one client.