Snap a business card, receipt, or document and let the assistant read it and save the details as a note on the right customer.
1. In the assistant, click attach and choose Analyze an image.
2. Pick the photo, then tell the assistant what to do — for example “Save these details for Acme Corp”.
3. The assistant reads the image and proposes a note — review it on the confirmation card.
4. Click Confirm to save the note to that customer.
Images are read to draft the note; they aren't stored as files. Keep images under 4 MB.
Tip: If it isn't sure which customer, it will ask — just reply with the name.