Working with AI
AI chat, run modes, and approval / sending controls. 5 articles.
Features
AI chat modes (Ask only for now)The AI chat is currently available in Ask mode only. Agent mode is planned for a future releaseUpdated 2026.10.13Using the AI chatThe basics of the AI chat that answers from your Aitane data, and which data it can look upUpdated 2026.10.13Custom agentsReviewing the default agents, and creating, requesting, and sharing custom agents for your companyUpdated 2026.10.13Referencing information with mentionsBringing companies, contacts, deals, and more into the AI chat's contextUpdated 2026.10.13Email sending limitsDaily sending limits per plan, and when they resetUpdated 2026.08.14
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