Laziza doesn't generate replies from scratch — she builds them from context. Understanding what data she reads, and what she can't access, helps you get more accurate and useful outputs.
What Laziza Reads Every Time She's Triggered
When you mention Laziza or a wake-up fires, she automatically receives:
The full conversation history — every client message and internal note from the beginning of the thread, not just the most recent message
Internal team comments — any notes your team has left
Client information — the client's name and profile details visible in the room
Your team information — team name, the user who triggered the action
Dynamic variables — freelancer timezone, location, and room title if available
Your Custom Prompt — the tone, rules, and instructions you've configured in Settings → CRM AI Configuration
How She Pulls Job Posting Data
When a reply depends on scope, pricing, or deliverables, Laziza automatically calls the get_proposal tool. This retrieves:
The client's full job posting text
Your submitted cover letter
Your screening question answers
This is why Laziza can reference specific requirements from a job post even if they weren't mentioned in the chat itself.
You can also ask her to pull it explicitly — type @, select Laziza, and write:
summarize the original job posting for this lead
When Laziza Lacks Detail
Laziza can only work with what's in the conversation or the job posting. If the client's message is vague — no budget mentioned, no timeline given, no clear requirements — Laziza will flag the gaps rather than invent details.
Example: if you type @, select Laziza, and write "draft a proposal for this client" but the job post says only "Need a developer" with no further detail, she'll ask you to provide more context before drafting.
How to feed Laziza more context manually:
Add a note before triggering her — switch to Note mode and write directly (no need to tag Laziza for this):
"Note for Laziza: the client told me on a call that their budget is $2,000 and they need this done in 3 weeks. They specifically want a mobile-first design."
Then type @, select Laziza, and ask for the draft. She'll incorporate the note into her response.
What She Does Not Have Access To
Your Upwork profile statistics or ratings
Previous conversations with the same client from before the CRM was connected
External URLs, files, or documents unless their content is pasted into a note
Real-time Upwork job market data
Tips for Better Outputs
The more context in the conversation, the better Laziza's responses. Don't rely solely on the job post — add notes from calls, emails, or other interactions.
If Laziza's draft misses something, don't just edit it — add a note explaining what was wrong, then ask her to regenerate. This gives her a feedback loop within the conversation.
For complex proposals, ask Laziza to summarize what she knows first before asking for a draft: type @, select Laziza, and write
what do you know about this project so far?
Then fill any gaps before drafting.