February 10, 2026

Create customers and companies with Sidekick

Sidekick can now create customers and companies for you. Describe what you need in plain language, and Sidekick fills out the forms automatically.

What you can do:
- Quick customer creation — "Create a customer named John Smith with email john@example.com and tag VIP"
- B2B company setup — "Create Acme Corp company located at 1234 Holland Drive in Toronto with net-30 terms"

Any field on the customer or company creation form can be filled conversationally through Sidekick.