Ask Gia About Your Clients
A searchable client memory — ask any question and get intelligent answers from all your data.
Client ManagementWhere to Find It
Click into any deal in Client Hub → use the Ask Gia function.
What You Can Ask
| Question | What Gia Returns |
|---|---|
| "What's the next step to move this deal forward?" | Prioritized follow-up actions with sources |
| "What objections are still unresolved?" | Open concerns from previous conversations |
| "What's the overall health score?" | AI assessment of deal health |
| "Is [feature] in scope or out of scope?" | Answer based on scope discussions |
| "What are their top priorities?" | Aggregated from recent calls and emails |
Gia shows source references so you can verify and dig deeper.