What can I ask?

Once Claude is connected to ActuallyCare, you talk to it in plain English — no special commands, no exact wording to memorize. Below are examples organized by the moments of a working day. Say them your way; Claude figures out the rest.

Two more places to look: the built-in prompt menu gives you ready-made starters like a daily summary and a commission report, and the tools reference lists everything Claude can do, if you want the full picture.

Start your morning#

Get oriented before your first coffee is gone.

"Give me my daily summary."

"What's on my calendar today?"

"Any deadlines coming up this week I should worry about?"

"Anything urgent I should handle before my 10 a.m.?"

Stay on top of people#

Leads, follow-ups, and the clients you haven't thought about in a while.

"Who are my hot leads right now?"

"Did any new leads come in this week?"

"Which clients haven't I talked to in 60 days?"

"Who's due for a follow-up call?"

"Pull up everything we have on Maria Lopez."

Run your transactions#

Escrow status, deadlines, and what's left before closing.

"What's the status on the Hendersons' escrow?"

"Which of my escrows close this month?"

"Run the closing checklist for 412 Maple Street."

"Any contingency deadlines in the next ten days?"

"When does the inspection contingency expire on the Carter deal?"

Know your numbers#

Production, commissions, and where your business actually comes from.

"Run my commission report for this quarter."

"How's my production looking this year?"

"Give me my dashboard stats."

"Which lead source is actually bringing in business?"

Get words written for you#

Claude can draft emails, texts, and call scripts using what's already in your CRM — names, addresses, where each deal stands. Everything it writes starts as a draft. Nothing goes to a client until you've read it and given a clear okay.

"Draft a friendly check-in email to the Kims."

"Write a text inviting my past clients to Saturday's open house."

"Draft a review request for the Garcias now that we've closed."

"Write me a call script for following up with cold leads."

Ask for more than one thing at once#

You don't have to break a task into pieces. Claude can chain steps together — look something up, think about it, then act on what it found.

"Find clients I haven't talked to in 60 days and draft check-in texts for each of them."

"Look at my hot leads, tell me who I should call first, and write me a script for that call."

If Claude ever answers without using your CRM data, nudge it: start your ask with "Using ActuallyCare, …". More fixes like that live in troubleshooting.