Gibby

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What Gibby Is

Gibby is Cortado’s in-app assistant. It can search your organization’s records, draft customer messages, and take actions you already have permission to perform — without switching pages. When Gibby is available for your organization, a floating orb appears in the bottom-right corner of the app. Click Open Gibby, or press Cmd+I (macOS) / Ctrl+I (Windows), to open the chat panel. The panel header shows Gibby as a dropdown — open it to jump to a recent conversation. Icons on the right start a new conversation, open full chat, or minimize. Full chat is a dedicated page with Conversation, Attention, and Capabilities tabs; the orb is hidden there so the conversation has the full screen.

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Starting a Conversation

When the panel is empty, Gibby offers a few ways to start:

• Build a request — answer two short questions (what you want help with, then the details). Gibby turns those answers into a full prompt.
• Suggested starters — one-click prompts such as What needs my attention today?, Brief me on a case, and Show my open tasks.
• Type your own message — ask for a specific person, lead, event, quote, invoice, or outcome.

You can also pick up a previous conversation from the recent-sessions list instead of starting over.

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What to include

Gibby works best when you name the record or outcome you care about. For example:

• “Follow up with this week’s new leads”
• “Draft a reply to the quote we sent Jordan last Tuesday”
• “What’s still unpaid on the August 12 wedding?”

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Questionnaires

Gibby can ask structured follow-up questions instead of guessing. When it needs more information, a questionnaire card appears in the conversation with titled questions, optional choices, and a submit action. These are in-chat prompts for you, not the booking questionnaires customers fill out after they book.

• Answer the questions in the card and submit to continue.
• While Gibby is processing your answers, the card stays visible but locked.
• After you submit, the conversation continues from those answers.

The starter Build a request flow uses the same questionnaire pattern so you can pick a goal and add context before Gibby starts working.

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What Gibby Can Do

Gibby can search and act only within the same permissions your role already has. If you can view leads but not send quotes, Gibby can look up leads and cannot send a quote for you. Typical help includes:

• Searching contacts, companies, leads, events, quotes, invoices, and payments from one ask
• Drafting customer messages you can review before sending
• Building or previewing quote inputs
• Checking payment status and upcoming events
• Reading the activity timeline or internal notes on a record
• Proposing an internal note for you to approve
• Quoting the same report numbers you see in Reporting — collected revenue, pipeline, close rate, quote and invoice totals, and sales tax — when your role can view reports
• Creating workflows when you have automation access

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Attention

Some work Gibby starts still needs a person. Open full chat and use the Attention tab — the heading is Attention inbox. A count badge appears on the tab when something is waiting. Filter the list with All, Proposals, Questionnaires, Failed, or Stuck:

• Proposals — actions that need approve or reject. These come from conversations across the organization; you only see ones your role can decide on.
• Questionnaires — structured questions Gibby asked in your conversations. Submit answers here or in the thread.
• Failed — proposed actions that did not finish. Review the error, then decide on the proposal if it is still there.
• Stuck — one of your conversations stopped making progress. Click Open to jump back to that thread.

If nothing is waiting, the tab shows Nothing needs your attention.

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Used for This Answer

After a reply finishes, expand Used for this answer under it to see which tools and data shaped that response. The section is optional — you can ignore it for everyday use. While Gibby is still writing, the disclosure is hidden.

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Capabilities

The Capabilities tab is a plain-language list of what Gibby can and can’t do yet, grouped by area of Cortado (leads, quotes, invoicing, and so on). Each capability shows in one of a few states — for example, whether Gibby can look something up on its own, whether it needs your approval first, or whether it isn’t supported yet — so you always know what to expect before you ask.

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Following Progress

While Gibby is working, the orb and panel show a short status (searching, waiting for your input, or ready). If you minimize the panel, a compact status chip stays next to the orb so you can see when a reply is waiting. Use New conversation in the panel header to start fresh, or pick a previous session from the Gibby dropdown. Previous sessions stay available so you can reopen them later.

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Best Practices

1. Name the record — include a customer name, event date, or quote so Gibby does not have to guess
2. Use Build a request for vague tasks — two quick questions produce a clearer prompt than a one-word ask
3. Review before sending — treat drafted emails and quote changes as a first draft you still approve
4. Keep the panel open on long tasks — status updates tell you when Gibby is waiting for an answer
5. Match the role to the job — teammates only get the Gibby actions their role already allows
6. Start a new conversation for a new topic — mixing unrelated requests in one thread makes follow-ups harder to scan
7. Check Attention regularly if you can decide on proposals — proposed actions from across the organization collect there, along with questionnaires and stuck threads from your own chats