Ask Fondaro

Ask Fondaro is Fondaro's chat assistant, available throughout your dashboard. It can read the CRM and connected property sources available to your account, answer in an ordinary conversation, and prepare explicit proposals for supported changes.

Start a conversation

Select Ask at the top of the dashboard sidebar. Reopen a thread from the conversation list or choose New conversation. You can also type a request in the command palette and choose Ask Fondaro.

Useful requests include:

• “Show my pipeline.”
• “Find the lead with this email address.”
• “Search for three-bedroom villas in Marbella.”
• “Create a follow-up task for lead 123 next Tuesday.”
• “Draft a CRM note from these call notes.”

Fondaro AI respects your role. A member only gets the records their normal CRM access allows. An organization admin can work across the organization.

Every turn also includes your organization's current branding and the signed-in rep's identity. Fondaro is the software provider, not a fallback sender or agency identity. Email proposal cards show the server-resolved From and To addresses plus the rep's avatar and organization, so you can see exactly who will send and receive it before approval.

Approve changes inline

Fondaro AI normally proposes; you approve. A task, note, email, or generic brochure request appears as an editable card in the conversation. Review the values and choose Approve to apply them or Reject to leave the CRM unchanged. Email proposals use the explicit Send email action. Completed-call review is the narrow exception: after a grounded property search, the assistant creates that call's brochure immediately while the factual note, status change and email remain proposals.

There is no separate board, review lane, sidebar queue, or managed-session history. The proposal, your decision, and the execution result remain together in the conversation.

An email proposal is not sent while it is pending. Choosing Send email rechecks the lead, your access, the current recipient, and the reviewed sender before sending through your verified organization domain. A completed-call review email already displays the real server-resolved brochure URL and sends without another brochure approval. Older conversations with a separately proposed brochure keep their existing order: approve the brochure first, then send. The normal CRM signature is applied and the sent email appears in the lead's email history and timeline. If the sender, domain, recipient, brochure, or access changed while the card waited, it fails instead of falling back to a Fondaro address.

Calls

Fondaro AI does not dial. Calls are placed from your own browser through the Power Dialer. Completed calls are processed by a background analysis job, and available summaries and transcripts appear on the call timeline. When a review creates a property brochure, ask Fondaro AI in that same conversation to remove, replace or refine listings; it updates the same brochure and link.

Long-running work

Only work that genuinely detaches from the conversation keeps running in the background. Follow it on the surface that owns it, such as Website for a site build or Migrations for a CRM export. An approved website job keeps running if you close the dock or navigate away, and returns as a sanitized work card rather than a second builder transcript.

Ordinary replies and proposals are not background work. Keep the conversation open while a response is generating.

Model and dictation

Your first conversation uses Auto. Later conversations use your saved model preference for this organization. You can choose Auto or another model at any point; changing the selection starts a fresh conversation and keeps the previous one unchanged in History. If an explicitly selected model is temporarily unavailable, Fondaro AI may offer the same one-click switch back to Auto.

The microphone transcribes your recording into the text composer for review. It does not start a spoken assistant session.

See the full Ask Fondaro guide for the current capability list, model behaviour, voice input, and limitations.