The Assistant page is the central productivity hub in Spiro and helps keep you organized throughout the day. There are 2 components to the Assistant page: Reminders and Smart Assistant Rules.
Smart Assistant Rules
Spiro's Smart Assistant Rules are dynamic recommendations based on criteria set by your company's admin. For example, an admin can build a rule that alerts you if a prospect hasn't responded to a proposal you've sent or if it's been too long since you've spoken with a Tier 1 account. The Spiro Assistant constantly "listens" for activities, so if your prospect responds to the proposal you sent or you reach out to your Tier 1 account (continuing the examples from above), the Spiro Assistant will automatically mark those reminders as done.
If you would like to build some Smart Assistant Rules for your company, please get in touch with your CSM or firstname.lastname@example.org, who can give you some ideas on where to start.