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Capsure

Capsure AI

Capsure AI is the assistant in the top bar. It answers from the firm's records and can ask before it writes.

Capsure AI is the sparkles button in the top bar. It opens a panel on the current page.

Ask it about the firm’s records: a company, a deal, a person, a task. It can only see what your role can see, and only this firm.

It is not the same thing as Help. Help walks a fixed path. Capsure AI answers the question you type. When it is about to change a record, it asks you to confirm. A confirmed write is a real change.

If the button is missing, Capsure AI is turned off for the firm or for your role.