Spiro Assistant

The Spiro Assistant utilizes AI to generate follow up reminders based on activity, or lack thereof, to ensure no deals slip through the cracks as well as user generated reminders. Built-in VoIP calling allows users to call and text right from the Assistant view and automatically logs these activities to maximize selling activities and increase efficiency. 

Smart Assistant Rules

Spiro's Smart Assistant Rules are dynamic reminders 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, the Spiro Assistant will automatically mark those reminders as done for you. 

Admins can manage these Smart Assistant Rules for your company, please get in touch with your CSM or support@spiro.ai, who can give you some ideas on where to start.

Reminders

The Reminders tab will always show the reminders that you have set manually. You can create and manage your reminders where you can sort, filter, and search your reminders to help you focus on exactly what you need to be working on. When you drill into a reminder, a drawer will open from the right, displaying the reminder details. Here, you can also see other highlights like contact details and recent activities and when finished, you can mark the reminder as completed.

Assistant Email Commands

You can also utilize the Assistant right from your email inbox to streamline data entry, create reminders, ask questions about your pipeline and more. Check out this article for more information about the email commands for the Assistant.