Spiro Assistant

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 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.