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.

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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 “Find recent inquiries”, “Show upcoming events”, and “Search contacts”.
• Type your own message — ask for a specific person, lead, event, quote, 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.

• 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, leads, events, quotes, invoices, and workflows
• Drafting customer messages you can review before sending
• Building or previewing quote inputs
• Checking payment status and upcoming events
• Creating workflows when you have automation access

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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. 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