Using the AI chat
The basics of the AI chat that answers from your Aitane data, and which data it can look up
Updated 2026.10.13
This page covers the basics of the AI chat, opened from Chat in the left navigation, and which data the AI can look up.
The chat answers by looking up the data registered in your workspace. Questions like "what was decided in last week's sales call?" or "what was our latest exchange with Company A?" just work.
The AI chat is currently available in Ask mode only, which answers questions. You can't create or update data from the chat (see AI chat modes).
The basic flow
- Open Chat in the left navigation, or create a New chat.
- Type your question and send it.
- Review the answer. If generation runs long, stop it with Stop generating.
Copy answers with Copy answer.
The model in use is shown to the right of the input box. Click the model name to open the list and switch.
Data the AI looks up
Depending on your question, the AI looks up the following data in your workspace.
- Companies, contacts, and deals
- Tasks and notes
- Meetings and transcripts
- Emails
- Activity
- Deal analysis and sales insights
- Free time on your own calendar
It can only look up data you're allowed to see in Aitane. Custom object data can't be looked up.
Answers don't show their sources.
Depending on the question, the AI may ask you to clarify. Answer by clicking the Yes / No or option buttons shown.
Ways to input
| Method | Description |
|---|---|
| Text | Regular typing |
| Voice input | Converts what you say into text |
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.
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
What isn't available yet
- Creating or updating data from the chat (Agent mode is planned for a future release)
- Asking with a file attached
- Editing a sent message
Use it from LINE or external AI
You can ask the same kind of questions about your Aitane data from LINE, or from external AI such as ChatGPT and Claude.
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.