AI Context Engine

The intelligence behind the AI Co-Pilot. Full Engage indexes everything inside your workspaces — notes, documents, meeting transcripts, tasks, and time entries — so the AI can search, reference, and reason across your real data.

Ask a question about a specific client, and the AI pulls from that workspace's full history. Ask something across your practice, and it searches everything at once.

  • Every workspace artifact is indexed — notes, docs, transcripts, tasks, time entries

  • Query within a single client or across all clients simultaneously

  • Answers grounded in your actual data — not generic responses

  • Powers search, summaries, agenda drafting, alert detection, and more

The more you use Full Engage, the smarter it gets. Not because it learns on its own — but because it has more of your real context to work with.

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Upvoters
Status

Completed

Board

Feature Request

Date

2 months ago

Author

Team

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