Using hdls — just talk to your assistant

hdls is your back-office — a CRM, a helpdesk, and a lot more — that you run by talking to your AI assistant. There's no app to learn and no code to write. You connect it once, and from then on you just say what you want and your assistant takes care of it.

💬 The whole idea: you don't press buttons or learn screens. You tell your assistant — "add Acme as a new account," "show me this month's deals" — and it does the work for you.

Connect once

Setting up takes about a minute, and it's the same one-click sign-in you've used a hundred times before. Three steps:

  1. Add one hdls link to the AI assistant you already use (Claude and other assistants all work the same way).
  2. Sign in when your browser pops open — no password to remember, nothing to copy or paste.
  3. Pick what it can access — your workspace and which parts of your back-office the assistant may touch. Click Allow, and you're done.

That's it. You never handle keys, settings, or jargon. If you'd like the exact, click-by-click walkthrough for your particular assistant, see Connect your assistant — but most people are up and running before they need it.

Turn on what you need

hdls is a menu of back-office tools — a CRM, a helpdesk, a contacts book, and many more. You pick the ones you want, and only those show up. Turning one on is just another thing you ask for:

  • "Turn on the CRM."
  • "What back-office tools can I turn on?"

💬 Just ask: you don't install anything yourself or run a setup. You say "turn on the CRM" and your assistant switches it on for your workspace.

See the full list on Products & tools — CRM, Support, and Contacts are the most popular place to start.

Then just ask

This is the heart of hdls: you say what you want in plain English, and your assistant does it. You don't open menus or fill in forms — you just ask, the same way you'd ask a capable new assistant on their first day. (Each example below assumes you've turned on the matching tool — the CRM for accounts and deals, Support for tickets.) Here are real things people say, grouped by what they're doing.

Keep track of customers and deals

  • "Add Acme Corp as an account and log that I had a kickoff call."
  • "Show me the deals closing this month."
  • "Who did I last talk to at Northwind, and what did we say?"

Handle support

  • "Open a support ticket for Jane about a failed login."
  • "Show me every open ticket, newest first."
  • "Draft a friendly reply to the latest ticket."

Collect information from the outside world

  • "Make a public sign-up form that adds new leads to my CRM."
  • "Give me a link people can use to request a demo."

See how things are going

  • "Build me a live dashboard of open tickets."
  • "Show me a chart of deals by stage."

Let things run on their own

  • "Email me whenever a high-priority ticket comes in."
  • "Every Monday morning, send me a summary of last week's new leads."

Bring your team in

You don't have to phrase any of these perfectly. Say it your way — your assistant figures out the rest. And you never have to mention which "tool" to use or where your data lives; that's all handled for you behind the scenes.

Where to go next

When you're ready to go deeper, each part of hdls has its own page — but you'll still do everything by just asking your assistant.

Welcome aboard. Connect once, then just talk to your assistant — that's all there is to it.