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Platform / Chat

Give the command. Approve the action.

Chat does more than answer questions. Give Hanna a command to prepare a report, update connected work or trigger an automation. Review the proposed action and explicitly approve it before it runs.

See Chat in action
  1. 01Your command
  2. 02Proposed action
  3. 03Explicit approval
  4. 04Execution
Chat

Keep the useful
context close.

  • Use connected client and firm context to give Hanna a task
  • Review the proposed action before authorising execution
  • Explicit approval is required before Hanna runs the automation
  • Keep summaries, report output and follow-through connected to the work

“Can you turn this request into action?”

Hanna prepares the proposed action for your review. You explicitly approve it before the automation runs; asking a question alone does not authorise execution.
Chat · edited marketing illustration; connection state and/or appearance illustrative · demo data

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action