Meet Your Oppy Account Concierge. Just Say What You Need.
Every SaaS tool has a learning curve. You read the docs, watch the tutorials, and slowly build muscle memory for where everything lives.
Oppy has a different approach: you don't have to learn it. You just talk to it.
Inside every Oppy account is an Account Concierge, an AI assistant that knows everything your account can do and executes it on command. Not a chatbot. Not a help center. An operator that acts on your behalf, right inside the platform.
What You Can Ask It to Do
You can run almost any operation in plain language. Some examples:
- "Which leads haven't been contacted in 7 days?" Oppy scans your entire contact base and surfaces the list.
- "Move all the approved content cards to the publishing column." Done.
- "Send a follow-up email to the three prospects who went quiet this week." Drafted and sent.
- "Adjust the support Oppy to be less formal and more direct." Prompt updated permanently.
- "Create an automation: when a new lead comes in, send a welcome SMS and create a board card." Live in seconds.
No menus. No settings buried three levels deep. No support tickets.
How It Changes the Game, By Industry
Real estate teams
Agents don't have time to manage a CRM between showings. With the concierge, they ask "who needs a follow-up today?" and get a prioritized list. They say "schedule a showing with Maria on Friday at 2pm" and the invite goes out. The whole operation runs from a conversation.
SaaS & tech companies
Support leads ask "which conversations need a response right now?" and get the inbox triaged instantly. Sales ops asks "show me deals that have been stuck for more than 10 days" and gets the pipeline gap. No dashboards, no exports.
Service businesses (clinics, agencies, consultants)
"Send a reminder to everyone with an appointment tomorrow." "Which clients haven't heard from us this month?" "Create a note with the brief from today's call." The concierge runs the back office so the team can focus on delivery.
E-commerce & DTC brands
"Which customers asked about shipping and never got a response?" "Start a reactivation sequence for contacts who haven't purchased in 90 days." "Create a board to track this month's campaign assets." Operational clarity without operational overhead.
Property management
"List all open maintenance requests." "Follow up with the three tenants who haven't responded to the lease renewal." "How many tours were scheduled this week?" All of it, one conversation.
Mortgage companies
"Which loan applications haven't had activity in 5 days?" "Send a status update to all borrowers in underwriting." "Create a follow-up sequence for the pre-approval leads from last week." Loan officers stay focused on closing. Oppy handles every touchpoint in between.
The Bigger Shift
Most teams use 20% of the tools they pay for. Not because the features aren't there, but because finding, configuring, and remembering how to use them takes time nobody has.
When the interface is a conversation, the ceiling disappears. Your team doesn't need training for every new feature. New hires get up to speed in minutes. And you stop losing value to tools that are technically available but practically invisible.
Your Oppy account already knows how to do all of this. You just have to ask.