What's new

#Paste a chat, get a lead

On New person, choose Fill from a pasted chat and paste a WhatsApp conversation, an email or a note. Compass finds phones and emails itself, without AI. The AI fills in only the course, city and a short note, and it never sees a name: you type the name. Read more.

#Ask AI from any page

The Ask AI button in the top bar (or ⌘J) answers questions about the page you are on: who to call first, what is overdue, how the week went. Read more.

#Daily reports that write themselves

At 7:30 pm Compass drafts each counsellor's report from their calls, follow-ups and stage moves. They review it, add a note and submit. Managers see the whole team. Read more.

#The director's Overview

Insights → Overview puts the institute on one page: leads, funnel, pipeline, revenue booked and collected, sources and counsellors, each compared with the period before. Read more.

#A sidebar for each role

The sidebar is now in sections that fold away, and each role sees only the pages its work needs. Read more.

#Meta leads through Google Sheets

Connect Meta instant forms in minutes through the Google Sheet Meta already writes to, with no Meta app review. Read more.