MEET GAUGE, THE ASSISTANT FOR YOUR CREW.
Ask about today's schedule, a customer or an overdue invoice. Type it or call and talk. Gauge answers from your own records and only shows each person what they're allowed to see.
Private preview for invited partners. Invited partners: sign in and open a support request.
Request access through support →
What is Gauge?
Gauge is the AI assistant built into ToolbagCRM. It works for your own team (owners, office staff, technicians and admins), not for your customers. Open the panel from the button at the bottom of any page, then type a question or call it and talk. Gauge looks up your schedule, jobs, customers, invoices and overdue balances, your team, help articles and product updates, and it can give you a morning briefing. It knows which page or record you're on and can open pages for you. Today its one action is cancelling appointments, always with a preview first and under your approval rules. It follows each person's permissions, and when it doesn't know something, it says so. It understands and replies in English and Spanish. Gauge is in private preview for invited partners and isn't generally available yet. Invited partners request access by signing in and opening a support request.
“What's on my schedule today?”
Your day, in the time zone your browser uses.
“Which invoices are overdue?”
Overdue balances you have access to.
“Give me my morning briefing.”
Schedule, jobs, invoices and updates pulled together.
“Why is this invoice overdue?”
It reads the record you have open.
“Take me to my schedule.”
It opens pages you could open yourself.
“Search help for sending an invoice.”
It searches the help articles.
Look things up
Schedule, jobs, customers, invoices and overdue balances, your team, help articles and product updates.
Chat and calls in one panel
Type, or press Call and talk. During a call you can still type, read along with the transcript, and mute voice replies.
Knows where you are
Ask about the page or record on your screen, or ask it to open a page for you.
Cancel appointments
The one action available today. More actions are planned during the preview.
Honest answers
It doesn't make up facts. If it can't find something in your records, it tells you.
English and Spanish
It understands and replies in both.
Preview before every action
Gauge shows you what it's about to do before it does it.
Three presets
Manual asks every time. Auto low-risk only (the default) runs low-risk actions and asks for the rest. Auto including risky actions needs an admin to acknowledge the risk.
Per-action rules
An admin can set each action to Always accept, Ask or Always decline.
Bulk is always confirmed
Requests that touch more than one record show the list and wait for you. One request covers at most 10 appointments within 30 days.
Your permissions, nothing more
A technician and an admin can get different answers to the same question. It never shares data with someone who doesn't have access.
Name
Gauge by default. Rename it, up to 30 characters.
Personality
Friendly (default), Professional, Pirate, Sarcastic, Drill sergeant, Southern charm, or Custom in up to 300 characters. Personality changes tone only, never permissions.
Voice
Pick from 12 voices and play a sample first.
Avatar
Keep Gauge's picture or upload your own.
Shared or per person
An admin decides whether the whole business shares one setup or each person picks their own.
- Typed conversations and call transcripts are saved, along with every action and the message that asked for it.
- Admins can review them under Activity and transcripts. ToolbagCRM support can review them when helping you.
- Conversations are kept 13 months and action records 24 months, then deleted automatically.
- The voice is AI-generated. Calls need a microphone and a current version of Chrome, Edge, Safari or Firefox.
Straight answers. Before you start.
Is Gauge available now?
Not generally. Gauge is in private preview for invited partners only.
How do invited partners request access?
Sign in to ToolbagCRM and open a support request at app.toolbagcrm.com/help/contact. Access requests go through the support ticket form, not email.
Does Gauge answer my customers' calls?
No. Gauge isn't a receptionist. It's an assistant for your own team: owners, office staff, technicians and admins, who type to it or call it from inside ToolbagCRM.
Can Gauge see everything in my account?
No. It follows each person's permissions and only sees and does what that person can. It never shares data with someone who doesn't have access.
What happens to our conversations?
Conversations and transcripts are saved. Your business's admins can review them, and ToolbagCRM support can review them when helping you. Conversations are kept 13 months and action records 24 months, then deleted.
Private preview for invited partners. Invited partners: sign in and open a support request.
Request access through support →Put your business
in good hands.
Start with Free or choose Founders: first month free, then $150/mo base with unlimited standard plug-in slots. Optional add-ons and processing are separate. Unlimited users on both plans.