Can LizziAI answer questions about specific clients in real time?

Yes. LizziAI answers natural-language questions about any client in your system in real time, pulling from conversation history, project records, invoices, meeting notes, and your knowledge base in a single query. Response time is typically under three seconds.

The kinds of questions it handles

• "What did we discuss with Sarah Chen last month and what's still open?"
• "Show me every client whose invoice is more than 30 days overdue"
• "Has the Henderson account ever asked about our refund policy?"
• "Which clients haven't heard from us in over 60 days?"
• "Pull up everything we know about the Anderson project, including the original proposal and current scope changes"
• "What's the average response time we've given to support tickets from enterprise clients this quarter?"

How it actually works

1. Semantic search across your tenant's data using embeddings, not keyword matching
2. Cross-record reasoning: stitches together emails, tasks, invoices, and notes into one answer
3. Source citations: every claim links back to the source record so you can verify
4. Permission-aware: respects your role-based access; team members only see clients they have permission to see

Where you can ask

LizziAI is available everywhere in the platform: a global search bar, a chat sidebar in the inbox, a slash command in any text field, and a mobile shortcut for quick lookups on the go. It also surfaces context proactively; opening a client record shows an auto-generated brief at the top.

What about real-time external lookups

LizziAI can also pull from connected integrations in real time: Stripe payment status, Calendly availability, Google Calendar conflicts, Slack channel summaries. So a question like "is this client paid up and when's our next call?" returns a complete answer in one shot.

Privacy isolation

Multi-tenant memory means LizziAI cannot see another customer's data, period. Your client records train your LizziAI; nothing leaks across tenant boundaries. Start your private beta trial and try a real client query during the onboarding session.