Working with AI
AI chat, run modes, and approval / sending controls. 6 articles.
Features
The action proposal approval flowReviewing and approving the creates, updates, and deletes the AI proposesUpdated 2026.08.13Ask mode and Agent modeWhen to use the mode that answers, and the mode that actsUpdated 2026.08.13Using the AI chatThe basics — asking questions, drafting, voice input, and file attachmentsUpdated 2026.08.24Custom agentsReviewing the default agents, and creating, requesting, and sharing custom agents for your companyUpdated 2026.10.01Referencing information with mentionsBringing companies, contacts, deals, and more into the AI chat's contextUpdated 2026.08.13Email sending limitsDaily sending limits per plan, and when they resetUpdated 2026.08.14
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