Skip to main content

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Concept — background and overview.
Last Updated: April 8, 2026 Launch: Beta week of April 14, 2026

​
What is AI chat?

AI chat is a conversational interface to your Affinity CRM. Ask questions in natural language instead of building filters or clicking through profiles—perfect for meeting prep, pipeline queries, and finding companies by investment criteria. Available for: Scale, Advanced, and Enterprise customers (auto-enabled week of April 13) Key capabilities:
  • Prepare for meetings with instant context, including recent news on Companies
  • Find companies inside and beyond your CRM by investment criteria
  • Query activity history, notes, and files conversationally
  • Explore relationships and connections

​
What’s Available in Beta (April 14, 2026)

​
Capabilities - Available Now

Meeting Preparation ✅
  • “Help me prepare for my meeting with [Company]”
  • Get notes, relationship history, activity summaries, and recent news
  • Instant meeting briefs without clicking through profiles Find Companies that meet your investment criteria
By Industry and Location:
  • “Healthcare companies in our network”
  • “Fintech startups in San Francisco”
  • “Climate tech companies in Boston”
  • “Enterprise SaaS companies in New York”
  • “AI companies focused on healthcare” By Investors:
  • “Companies backed by Sequoia Capital”
  • “Companies backed by both Bain Capital and Bessemer”
  • “Portfolio companies of Andreessen Horowitz” By Firm Interactions:
  • “Solar energy company my firm met with last week”
  • “Companies we haven’t contacted in 90 days”
  • “Healthcare companies our firm had meetings with this quarter”
  • “Companies we emailed recently” By Relationship Strength (Firm-Wide):
  • “Early stage companies with low relationship scores”
  • “Companies where we have strong connections”
  • “Companies with weak relationships” By Industry Concepts and Technology:
  • “Payment processing companies”
  • “AI companies focused on enterprise automation”
  • “Solar energy companies using battery storage technology”
  • “Healthcare companies focused on cancer diagnosis using AI”
  • “Biotech companies working on extracellular vesicles” Deal Assist / Company-Specific Queries ✅
  • “Tell me about the founders”
  • “What is their addressable market?”
  • “What is their funding history and fundraising needs?”
  • “What are the reasons to invest in this company?”
  • “What are the risks associated with investing in this company?”
  • ”How has this company been performing?”
  • Company overviews from CRM data + enrichment

​
What’s Coming

**Pipeline Queries **🔵
  • Include List-specific fields like Owner, Status, etc. in your queries
  • “How many new deals did we add to our pipeline last week?”
  • ”What companies in my pipeline have been in the same status for 2 weeks?”
  • “What US-based companies in the AI space do I own?” Finding People & Connections 🔵
  • Network intelligence
  • Warm intro path discovery
  • Relationship strength queries Actions 🔵 (Post-GA)
  • Create notes from chat
  • Update deal fields
  • Set reminders

​
Learning Resources - Where to Start

​
For Everyone: New to AI chat?

Getting Started with AI chat Read this first if: You’ve never used AI chat in a CRM before What you’ll learn:
  • What AI chat is and when to use it (vs manual tools)
  • Your first 5 queries to try
  • Basic prompting principles (be specific, iterate, verify)
  • How to give feedback Key sections:
  • “Your First 5 Queries” - Step-by-step first experience
  • “Basic Prompting Principles” - How to ask effective questions
  • “When to Use AI chat vs Manual Tools” - Decision framework Time: 10 minutes

​
For Associates: Mastering Prompts

AI chat Prompt Library** (coming soon)**

​
For Meeting Prep: Deep Dive

Meeting Preparation with AI chat** ** Read this if: Meeting prep is your primary use case or you want to master the complete workflow What you’ll learn:
  • Complete meeting prep workflow (5 minutes instead of 20+ minutes of manual research)
  • Real example: Full walkthrough of preparing for a follow-up call
  • Different scenarios (first meeting, follow-up, taking over deal)
  • Advanced techniques for different meeting types
  • What to do when AI Chat’s response isn’t perfect Key sections:
  • “Step-by-Step Workflow” - How to prep in 5 minutes (4 simple steps)
  • “Real Example” - Complete Loom VP Product call preparation walkthrough
  • “Tips for Effective Meeting Prep” - Time your prep strategically, focus on recent context
  • “Advanced Techniques” - Series founder calls, portfolio check-ins, IC presentations Why read this: Meeting prep is AI Chat’s #1 use case. This guide shows you exactly how to walk into every meeting fully briefed without clicking through profiles or asking teammates for updates.
Time: 10-15 minutes

​
Known Beta Limitations

Be aware of these constraints in Beta v1: ⚠️ Temporal issues: Dates may be incorrect, past meetings may show as “upcoming”—always verify meeting dates manually ⚠️ Internal meetings: May include irrelevant company information for Affinity internal meetings—focus on relevant sections only ⚠️ Entity disambiguation: If multiple companies match your query, AI chat should ask which one—if it doesn’t, be more specific in your prompt ⚠️ No actions: Cannot create, update, or modify CRM data in Beta—use AI chat to find info, then take manual action These are being improved for GA.

​
How to Give Effective Feedback

Every AI chat response has thumbs up/down: 👍 Use thumbs up when: Response was helpful and accurate 👎 Use thumbs down when:
  • Response was wrong or incomplete
  • Query didn’t work as expected
  • Got irrelevant information
  • AI chat didn’t understand your question Be specific in written feedback:
  • ❌ “Didn’t work” (not actionable)
  • ✅ “Expected to see last meeting date but it wasn’t included” (actionable)
  • ✅ “Returned Acme Industries instead of Acme Corp” (actionable) Your feedback directly shapes: What queries work better, what capabilities get prioritized, how AI chat improves

​
Support and Questions

Questions about AI chat:
  • Your Customer Success Manager
  • Check: This landing page and linked resources AI chat not working as expected:
  • Try rephrasing with more specificity (entity names, timeframes, criteria)
  • Check if data exists in your CRM manually
  • Use thumbs down to report the issue
  • Contact support if persistent Feature requests:
  • Use thumbs down with context explaining what you need
  • Routes to Affinity’s product team via Productboard
This page will be updated as AI chat evolves. Check back for new capabilities, resources, and learning materials.