Work with the context already on your desk
Simon can use the record or view you are looking at to help with a request. Search the agency database, summarise a record or draft a follow-up without starting every conversation by copying the background into another tool.
Set the boundaries for your agency
Organisations can configure read-only use or permitted record actions, with confirmation controls. Available tools are restricted by the user’s permissions and organisation policy, so an AI conversation does not create a separate route around access controls.
- Record search and summaries
- Drafting support
- Read-only and action settings
- Permission-aware tools and confirmation controls
Keep people in the decisions
Review AI output before relying on it. Simon can help prepare work, but people remain responsible for recruitment decisions and reviewing changes. Outbound email and SMS are drafted for a person to review and send; Simon does not send them autonomously.