Put Kate's skills to work

Get free AI and CRM help

Explore Kate's business skills and talk through a CRM workflow that helps you organize contacts and follow up.

Step 1

Connect your work tools

Choose Google or Outlook and review the permissions Kate needs for your email, calendar, and contacts before you begin.

Step 2

Talk or type naturally. Explore Kate's business skills and talk through a CRM workflow that helps you organize contacts and follow up.

Step 3

Your email address lets Kate send setup guidance so you can return later and complete your website.