2 nov 2026
Ask AI now opens from any contact's detail screen with a summary of that relationship already on screen. Get ready for your next meeting, get a recap, or dictate a note without leaving the contact.
The Challenge
You usually open a contact in the middle of a call or chat. To find out where things stand, you dig through conversations, appointments, opportunities and tasks, one tab at a time. Notes often don't get logged because typing them on a phone is slow. And Ask AI couldn't help, because it didn't know which contact you were looking at.
Our Solution
Tap the new Ask AI icon at the top of any contact. You get a summary card of that contact. The card is built from your real data, not written by AI:
Last message: the channel and how long ago it was sent
Next appointment: with its status, including your own custom statuses, plus "+N more" when others are coming up
Biggest open deal: its pipeline and stage, and how many days since it last moved
Open tasks: with a badge for overdue ones
Tap any row to open that record in its usual screen. Below the card are three buttons: Prep me for next appointment, Summarize this contact and Dictate to add a note. When you dictate, Ask AI turns your words into a proposed note, and a task if needed. Nothing is saved until you approve it.
How This Supercharges Your Business
Save time: see messages, appointments, deals and tasks in one view instead of five tabs.
Walk in prepared: get a short briefing before your next appointment.
Never lose a note: speak it on the way out of a meeting and approve it in one tap.
Always current answers: Ask AI reads the contact's latest records each time, so it keeps up with changes made during the chat.
Stay in control: AI only runs when you ask, nothing is saved without your approval, and Ask AI gets only the contact's record ID.
How to Get Started
Navigate: Open any contact from Contacts, Conversations or search. (Screenshot 1 placeholder)
Activate: Tap the Ask AI icon in the top bar to see the contact's summary card. (Screenshot 2 placeholder)
Enjoy: Tap a button such as Prep me, Summarize or Dictate, or type your own question about the contact.
What's Next?
This release adds a way for any part of the app to open Ask AI about one of its own records. Contacts is the first to use it, and more screens will follow.
Roll-out & Availability
Release Date: October 2026
Available Version: v4.27.0 and later
Status: Public
AXCRM: 
LeadConnector:
WL App:
Good to Know
Works on iOS and Android, for users who have Ask AI access. There is no separate permission for this feature.
The card only shows conversations, appointments, deals, deal values and tasks the user has permission to see.
If your account calls contacts something else, like "patient", the app uses that name.
"Prep me" appears when there is an appointment in the next 7 days. "Summarize" is offered for every contact.
Offline, the card shows what's already on your phone. If nothing has loaded, it shows "Couldn't load details". Pull down to try again once you're back online.
If a contact was deleted, or you no longer have access to it, Ask AI says so instead of showing a summary.
Each time you open Ask AI from a contact, a fresh chat starts. After your first message, tap + in the top bar to start over on the same contact.
Voice mode isn't available in a contact chat yet. Use "Dictate to add a note" instead.
Deal amounts in AI answers show as plain numbers, with no currency symbol.
We Want to Hear From You!
Speak with us: https://speakwith.us/nikhilsatish
PM email:
