Dex Copilot

With Dex’s new AI assistant, managing your contacts has never been easier! This powerful feature is designed to help you:

• Organize your contacts effortlessly.
• Set reminders for important follow-ups.
• Update details quickly and accurately.
• Track key interactions to stay on top of your relationships.

The AI assistant streamlines your workflow, making it seamless and efficient to stay connected. If you ever have questions or need guidance, the assistant is just a click away to provide support. Dive in and experience a smarter way to manage your contacts!

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Key Features

Contact Management:

• Search for contacts by name, email, job title, location, company, or education.
• Update contact details like name, job title, birthday, location, company, emails, etc.
• Create new contacts if they don’t already exist.
• Retrieve detailed information about specific contacts.

Reminders and Notes:

• Set reminders for specific contacts for follow-ups or any other purpose.
• Add notes or timeline items to contacts to keep track of interactions or important information.

Search and Filtering:

• Find contacts based on keywords in their descriptions or titles.
• Filter contacts by custom fields like birthday, birth year, last seen date, and reminder frequency.
• Important Dates: Identify contacts you need to keep in touch with, based on the month and reminders set.

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Limitations of Your AI Assistant

While the AI assistant is here to make managing your contacts easier, there are a few limitations to keep in mind:

• Field restrictions: It can’t update certain fields outside its known properties, such as adding profile pictures or custom notes not tied to a contact.
• Formatting requirements: Some operations, like handling dates and times, may require specific formats.
• External platform interactions: The assistant can’t interact with systems or platforms outside of Dex.

Despite these limitations, the assistant is a powerful tool to help streamline your contact management. Use its capabilities to simplify your workflow, and it will always do its best to assist with your tasks and queries!