Sidekick can now create customers and companies for you. Describe what you need in plain language, and Sidekick fills out the forms automatically.
What you can do:
- Quick customer creation — "Create a customer named John Smith with email john@example.com and tag VIP"
- B2B company setup — "Create Acme Corp company located at 1234 Holland Drive in Toronto with net-30 terms"
Any field on the customer or company creation form can be filled conversationally through Sidekick.
