Zyan AI: Opens Pages, Works on a Named Client, Proposes Record Changes

From the dock, Zyan AI can open an admin page or a single record on request, and a general chat now attaches itself to the client you name. It proposes changes to a project, a client record or a sales deal as cards you approve.

• Trusted writes: an owner can let record changes apply without a card, with Undo in the chat
• Search past emails and texts by a word or phrase, within what you are allowed to see
• The Clients and Projects pages tell it which rows are on screen