Ask Agiled on a Record
Open the assistant on a contact, invoice, project, deal, or other record and ask with that record's context.
You can ask Agiled about the record in front of you. Select Ask Agiled in the page header of a client, contact, deal, estimate, invoice, project, or task. A panel opens on the right with the assistant already looking at that record, including the notes saved about it. You do not have to explain which record you mean.
The panel suggests a few starter questions that fit the record, such as "Why is it late?" on an invoice or "What's blocking this?" on a project. Pick one or type your own.
What you can ask
- Summarize where things stand.
- Draft a message to the client.
- Find what is overdue or missing.
- Ask what Agiled knows about the record.
Open the same record later and your latest conversation about it is there to continue. Choose New conversation from the chat options menu when the topic changes, or Open in full chat to continue in the full Agiled AI page.
Mention other records and use commands
- Type @ to mention another record, such as a contact or invoice, and Agiled includes it. You only see records you have permission to see.
- Type / to use a slash command:
| Command | What it does |
|---|---|
/remember | Save something for Agiled to remember |
/task | Create a task |
/invoice | Draft an invoice |
/report | Build a report |
/assign | Hand work to an AI worker |
See how it got there
While it works, Agiled shows short progress steps in plain language, such as which records it is looking at. When it answers, it lists the sources it used, with links to the records, so you can check them. Follow-up suggestions appear as chips you can select.
Always check an answer that matters against the source record, especially amounts, dates, and commitments to clients.
Actions and approvals
If an answer needs a change, Agiled asks first. Review it and approve, edit, or reject it. See Approve agent actions. If you have let an action run without asking, you get a receipt describing what it did, with an undo where the action can be reversed.
Share a thread with your team
A conversation is Private by default. In the full chat, use the Private or Team menu at the top and choose Team to let everyone in your workspace read it. Choose Private to take it back.
A teammate opens a shared conversation to read it, and it is marked "Shared by" your name. They cannot add to it. They start their own conversation to ask Agiled something themselves, and Agiled only uses records that person has permission to see. Share a conversation only when everything in it is fine for your whole workspace to read.
Give feedback
Under an answer, select Good answer or Not a good answer. For a not-good answer you can pick a reason (Wrong answer, Didn't do what I asked, Too slow, or Other), add a note, and choose Send feedback.
Feedback is saved with that answer so it can be reviewed. It does not change what Agiled remembers about your business. To change how Agiled works for you, add a note in What Agiled knows.
Memory in chat
Agiled uses notes that are relevant to the record and to your question. A Remembered line with an Undo button appears when it saves something you asked it to. You can choose Don't use memory in this chat from the chat options menu. See What Agiled knows.