NEW! Ask Remi

Our new ASK REMI AI Agent can help answer your quick questions regarding your account data! To start using REMI, locate the green 'Ask Remi' in your account's top menu! Remi can help you if you have questions about;
Expiration Items
Contacts
Document Types
And other record types!
Remi will only answer from records you can access, and is grounded in your account data. If your account has more than one Workspace, it will only answer questions about data in the current Workspace you are working in.
Remi is available now for all customers, so we can receive continued feedback. So please let us know how Remi is doing through our Customer Support Channel or Feedback Channel (found under your grad hat icon → ‘suggest an idea’). In the future, we will provide a set amount of free AI credits so that customers can use Remi up to a limit.