Ask
Ask anything, and the answer comes from your records.
Text Headroom or ask in the app, get an answer with links to what it found, then have it do the follow-up.
Hartwell Wealth · Wealth advisory
Same Headroom. Built around each one.
Fieldnote Studio · Design agency
Marsh & Vale · Law firm
Ask it like you'd ask your best person.
Ask wherever you are
In the app, or by text over iMessage and WhatsApp.
Answers from your records
Headroom looks across your records, your inbox and your calendar to answer, and links you straight to what it found.
Then get it done
Ask for the follow-up too: update a record, add a task, draft an email or book a meeting.
Only what you can see
Headroom answers with your access, so nobody gets an answer they shouldn't.
Common questions
Can it change things, or just answer?
Both. It can update records, add tasks and send email, and asks first before anything goes out.
Can I ask about history?
Yes. Ask who changed a record and what changed, and it will tell you.
Can clients ask it too?
Signed-in clients can ask about their own work from their portal.
More of Headroom