unLocked AI answers questions about your book, summarizes call and email history, drafts follow-up messages, builds automations from a plain-English description, and reads plan documents. It works on your live CRM data, not a generic model with no context.
Everyday uses
Ask which clients have an unresolved renewal increase over 10 percent.
Summarize a 20-minute call into a compliant note in seconds.
Draft a follow-up text in the client's preferred language.
Generate a full nurture workflow from a one-sentence description.
Extract benefits and exclusions from an uploaded plan PDF.
Where it lives
The assistant is available from any contact record, from the global search bar, and inside the automation builder.
Does it see my whole book?
It respects your role permissions. A producer's assistant only sees that producer's assigned records.