Not sure what to ask the AI? Full Engage suggests the right questions for you — based on what's actually happening with each client.
Inside the AI Co-Pilot panel, you'll see a set of recommended prompts dynamically generated from the client's history: recent meetings, open tasks, goal progress, retainer status, and engagement signals. The suggestions evolve as the engagement evolves — so what you see today reflects where the client is right now.
Examples of what might appear:
"Summarize what we discussed in the last three meetings"
"What deliverables are at risk this week?"
"Draft an agenda for our next check-in based on open items"
"Which goals haven't moved in the past month?"
Click a suggestion to run it instantly — or use it as inspiration for your own question.
Prompts tailored to each client's current context
Refreshed automatically as the engagement changes
Available directly inside the AI Co-Pilot panel
Helps new users get value from the AI from day one
Less staring at a blank chat box. More getting useful answers, fast.
Please authenticate to join the conversation.
In Review
Feature Request
13 days ago

JP Beluca
Get notified by email when there are changes.
In Review
Feature Request
13 days ago

JP Beluca
Get notified by email when there are changes.