Using the AI chat

This page covers the basics of the AI chat, opened from Chat in the left navigation.

The chat answers with your workspace's data in mind. It can reference companies, contacts, deals, and meetings — so a question like "what was decided in last week's sales call?" just works.

The basic flow

1. Open Chat in the left navigation, or create a New chat.
2. Type your question and send it.
3. Review the answer. If generation runs long, stop it with Stop generating.

Copy answers with Copy answer.

To the left of the input box you'll see Agent (the mode), and to the right the model in use. Click the model name to open the list and switch. Models for higher plans carry a lock icon, and picking one shows an upgrade prompt.

For what the modes mean, see Ask mode and Agent mode.

Ways to input

Method	Description
Text	Regular typing
Voice input	Converts what you say into text
File attachment	Ask with a file attached

Voice input lets you choose the language: auto-detect, or Japanese, English, Korean, Chinese (Simplified/Traditional), Spanish, French, German.

Point it at something specific

To ask about a particular company or deal, specify the target with a mention. The answer then takes that information into account. See Referencing information with mentions.

Edit a sent message

You can edit questions you've already sent. Editing and resending saves it as a new chat, and the original reply stays. Change how you ask without losing the exchange.

While editing, Cmd/Ctrl + Enter saves and Esc cancels.

Keeping chats organized

• Add to Favorites to open them quickly from the left navigation
• Titles can be renamed later
• Delete chats you no longer need. Deletion cannot be undone

When you want to change data

Beyond answering questions, you can ask it to create or update tasks and records. For that, switch to Agent mode. Requested operations don't run immediately — they take effect only after approval.

• Ask mode and Agent mode
• The action proposal approval flow

How this differs from the help center AI

The AI assistant at the bottom right of this page answers product questions from the published help articles. It does not reference your own deal data.

For questions that involve your account's data, use the in-product chat.