Dex Copilot

• Organize your contacts effortlessly.
• Set reminders for important follow-ups.
• Update details quickly and accurately.
• Track key interactions to stay on top of your relationships.

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Key Features

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Contact Management:

• Search for contacts by name, email, job title, location, company, or education.
• Update contact details like name, job title, birthday, location, company, emails, phone numbers, etc.
• Create new contacts if they don’t already exist.
• Retrieve detailed information about specific contacts.
• Add contacts to groups (new).
• Update fields like email and phone through Copilot (new).
• Summarize past history with someone (new).
• Draft intros or gift ideas using Copilot’s contextual understanding (new).
• All functionality works seamlessly on both web and mobile.

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Reminders and Notes:

• Set reminders for specific contacts for follow-ups or any other purpose.
• Add notes or timeline items to contacts to keep track of interactions or important information.
• Copilot can use your past notes and interaction history to generate helpful suggestions.
• AI Assist now uses calendar and email history (new), giving you more relevant message suggestions based on actual meetings and communication.

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Search and Filtering:

• Find contacts based on keywords in their descriptions or titles.
• Filter contacts by custom fields like birthday, birth year, last seen date, and reminder frequency.
• Identify contacts you need to keep in touch with, based on the month and reminders set.

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Limitations of Your AI Assistant

• Field restrictions: It can’t update certain fields outside its known properties, such as adding profile pictures or custom notes not tied to a contact.
• Formatting requirements: Some operations, like handling dates and times, may require specific formats.
• External platform interactions: The assistant can’t interact with systems or platforms outside of Dex.