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Two things: answer questions about your business ("how many open deals do I have?") and take actions in your connected apps (draft an email, schedule an appointment, look up a customer, log a payment). You type a request in plain English; it handles the clicking.

Go to Integrations, find the app, and click Connect. You sign in to that app once to grant access — Coff never sees your password — and the assistant can use it from then on. Disconnecting is one click on the same page.

Two levers: connect more of the apps where your real data lives, and fill in the Knowledge Base with facts about your business (services, prices, hours, policies). The assistant reads both before answering.

On the Leads page. Anyone who fills out a form on your website lands there automatically, and you can add leads by hand too — each one keeps its contact details, notes, and history in one card.

Use the Pipeline. It is a board of stages — drag a deal from column to column as it moves forward, so a glance tells you what is close to closing and what has gone quiet.

Projects track the actual work after a deal is won — the job, its status, and the documents that go with it. Leads are "might buy", Pipeline is "deciding", Projects are "doing the work".

Three views, from quick to deep: the Sales Dashboard for today’s numbers, Analytics for trends over time, and Insights for patterns worth acting on.

The Calendar page shows your appointments and bookings in day, week, or month view. Click an empty slot to add an event; click an event to edit it.

Yes — there is a dedicated Google Calendar page in the dashboard. Connect your Google account once and your existing events appear alongside your Coff bookings, so nothing gets double-booked.

Anything your team needs to find later — quotes, contracts, photos, spec sheets. Store them once and attach them where they belong instead of digging through email.

Reusable wording for the conversations you have over and over — answering the phone, following up on a quote, asking for a review. Write them once so everyone on the team says the right thing.

It helps you collect and keep track of customer reviews. Ask happy customers at the right moment, then watch new reviews come in from one place instead of checking every site by hand.

Your business’s memory: services, pricing, hours, policies, FAQs. It exists for your assistant — everything you write there becomes context it uses to answer accurately.

Invitations are sent by email from the dashboard — your teammate follows the link, signs up, and joins your company. Removing someone takes effect immediately and they lose access to your company’s data.

Billing is managed by the company owner in Settings → Billing — that is where you pick a plan, update payment details, or cancel. Current plans and what each includes live on the pricing page.
See pricing →

In your account settings, enable two-factor authentication and scan the QR code with an authenticator app. From then on, signing in asks for a 6-digit code as well as your password — strongly recommended for every account.

On the login page, click "Forgot password" and enter your email. We send a reset link; follow it, choose a new password, and sign in again.