Grounding sources
- Emails synced to Inbox and logged on timeline
- Calls, voicemails, recordings, and AI summaries
- Meetings and calendar events on Schedule
- Notes, tasks, stage changes, and form submissions
- Cadence step outcomes and skip reasons
What is not included
- Other reps' private drafts until sent
- Deleted records in Trash
- External web unless enrichment explicitly ran
Improve suggestion quality
- Log calls and meetings on the lead timeline
- Keep stages current on deals
- Connect email and calendar so inbound activity syncs
- Use verification before relying on automated SMS/email
Credits and models
- Chat and summaries consume workspace credits
- Enrichment uses research-grade models — higher credit cost
- See /docs/settings/billing/ for balance
Common issues
- Stale suggestions — add a fresh note or email after major change
- Missing context — mailbox or calendar not connected
- Hallucinated detail — verify against timeline before acting