What Is Newton?

Newton is your built-in AI assistant inside Taino — available everywhere in the platform, whenever you need help. You do not need to leave what you are doing, open another tab, or call support. Newton is right there, ready to guide you.

Newton works in two main ways: as a Support Agent that answers your how-to questions and guides you through the platform, and as a Data Agent that answers questions about your customers, policies, and production by returning results as tables and charts right inside the chat. On top of that, Newton's Magic Button appears wherever you write — emails, SMS, and tasks — to help you polish what you type with a single click.

How to Open Newton

Newton is accessible from anywhere in Taino. There are two ways to open it:

1. Click the Newton icon (a small purple sparkle or robot icon) in the bottom-right corner of any screen — it is always visible regardless of which page you are on
2. Look for the Newton magic button directly inside compose areas — for example, when writing an email, SMS, or task — it appears next to the text field itself

Once you click the Newton icon, the Newton panel slides open on the right side of the screen. From here you can switch between Support Agent mode and Data Agent mode using the mode selector at the top of the panel.

Support Agent Mode: Getting Guided Help

Support Agent is Newton's default mode. Use it whenever you want to know how to do something, where to find a feature, or what something means.

What You Can Ask

Newton can answer questions like:

• How-to questions: "How do I set up an automated pipeline from scratch?"
• Navigation help: "Where do I update a customer's preferred contact method?"
• Definitions: "What is the difference between a prospect and a customer?"
• Best practices: "What is a good follow-up sequence after sending a quote?"
• Feature discovery: "Can I send a text message directly from a customer's profile?"

Tips for Better Answers

• Be specific: Instead of "How do I add something?", try "How do I add a new policy for an existing customer?"
• Mention context: If you are on the Customer page, say so — Newton adjusts its guidance based on where you are
• Rephrase if needed: If the first answer does not quite fit, try rewording your question — Newton will try again
• Follow the links: Newton often links to the full Help Center article for deeper reading — click them for step-by-step screenshots

Data Agent Mode: Ask Your Data

Switch Newton to Data Agent mode using the toggle at the top of the Newton panel. In this mode, Newton answers questions about your real agency data — customers, policies, commissions, renewals, production, and more — and delivers results directly as tables and charts inside the chat.

What You Can Ask

• "Which carriers are generating the most commission this year?"
• "Show me all policies expiring in the next 30 days."
• "Compare my new business versus renewal revenue by month."
• "Who are my top 10 customers by total premium?"
• "List customers with only one policy — my cross-sell opportunities."
• "Which agents closed the most new business last quarter?"

Working With Results

When Newton responds with a table or chart, you can interact with the result directly:

• Switch views: Toggle between Table view and Chart view to see the same data in different ways
• Apply filters: Use the filter controls to narrow by date range, agent, office, or other dimensions
• Maximize: Click the expand icon for a full-screen view of the result
• Keep the query: Save a result you want to reuse — it becomes a custom report in your report library. See the Newton Data Agent and Reporting article for the full walkthrough

The Magic Button: Better Writing in One Click

Newton's Magic Button appears directly inside compose areas across Taino — wherever you write. You will find it next to the text field when composing emails, SMS messages, and tasks. Click it and Newton will review what you typed, fix any grammar or spelling issues, improve the tone, and return a polished version for you to review and accept.

Where the Magic Button Appears

• Emails: Cleans up grammar, improves tone, and structures messages so they read professionally before you send
• SMS messages: Fixes typos and tightens wording so your texts stay clear and ready to send
• Tasks: Turns rough notes into clear, structured action items your whole team can understand at a glance

How to Use It

1. Type your message or note as you normally would — do not worry about perfecting it
2. Click the Newton magic button (purple sparkle icon) next to the text field
3. Newton rewrites the text and shows you the improved version
4. Review the suggestion — accept it, edit it further, or discard it and keep your original

Quick Actions from Newton

Beyond answering questions and improving writing, Newton can also help you create things quickly. From the Newton chat panel you can prompt Newton to:

• Create a new task — describe what needs to be done and Newton will pre-fill the task form
• Create a new prospect — provide basic details and Newton will start the record for you
• Draft a web form or pipeline structure based on a description you provide

Frequently Asked Questions