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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 — and, with your approval, let Affinity AI make confirm-before-execute changes for you. It’s well suited to meeting prep, pipeline queries, and finding companies by investment criteria. Affinity AI grounds its answers in your CRM data and shows its work: a short thinking state while it looks things up, then a brief “sources used” line so you can see where an answer came from. When it proposes a change, it’s clearly labeled as a suggestion until you approve it. Available for: Scale, Advanced, and Enterprise customers.

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What AI Chat can do

Two broad things: it answers questions about your data, and it can take confirm-before-execute actions when you ask.

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Answer questions (read)

  • Meeting preparation — “Help me prepare for my meeting with [Company]” pulls notes, relationship history, activity, and recent news. For a full pre-meeting brief, click Generate Brief on the meeting in Meetings.
  • Find companies by criteria — by industry, investor, firm interactions, relationship strength, or technology theme (e.g. “Healthcare companies in our network,” “Companies backed by Sequoia,” “Companies we haven’t contacted in 90 days”).
  • Deal assist / company queries — “Tell me about the founders,” “What are the risks of investing here?” — company overviews from CRM data plus enrichment.

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Take action — with your approval

Affinity AI can propose confirm-before-execute changes. Nothing is written until you approve.
  • Update a field — change a field value or move a deal’s pipeline stage.
  • Add to a list — add a record to one of your lists.
  • Create a note — draft and log a note on a record.
  • Create a reminder — set a follow-up reminder.
Chat can’t read your meeting briefs or review Suggested Field Updates. Suggested Field Updates come from the Data Update agent and are reviewed in Ascend (see Meeting Prep & Data Update).
AI Chat can’t upload files, create saved views, or create lists. It never sends email or outreach, and won’t merge or delete records or make bulk changes. To delete or merge records with an AI assistant, use Affinity MCP.

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Where to find it

Brand Home Chat AI Chat lives in the Affinity web app. Open AI Chat from the left navigation, press Cmd+J (Mac) or Alt+J (Windows), or choose Chat with Affinity at the top of your global search results. Type your question (or request) in natural language, and Affinity AI responds inline. Suggested changes appear in the conversation for you to approve or dismiss. Chat and Ascend (agents) are separate items in the left navigation.

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How to stay in control

  • Suggests, you approve. Nothing is written to your CRM until you approve it.
  • It only sees what you can. Affinity AI works within your own account’s permissions.
  • No silent outreach. It doesn’t send email or other outreach on its own.
  • Labeled work. Each response distinguishes suggested steps from completed ones and cites its sources.

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Honest limits

  • ~90-day activity-history window — very long-range “first ever interaction” questions can be truncated.
  • People search is by name or email — not by role/title, location, or expertise.
  • No location/geographic filtering.
  • No reliable historical field-value lookup — it reports a field’s value now, not what it was at some past point.
  • Web app only (not on mobile).

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Getting access

  • Plans: Scale, Advanced, and Enterprise.
  • Turn-on: admins enable or disable AI features for the org at Settings → Automations & AI → Affinity AI; if AI Chat isn’t available to you, check with your admin.

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Common questions

Will Affinity AI change things in my CRM on its own? No. It suggests; nothing is written until you approve. The confirmed actions are updating a field or pipeline stage, adding to a list, creating a note, and creating a reminder. Who can see what I ask, and what data does it use? Affinity AI works within your own permissions — it only surfaces and changes data you already have access to. Can it send emails or delete records? No. AI Chat can’t send email or outreach, merge or delete records, or make bulk changes. To delete or merge records with an AI assistant, use Affinity MCP, which shows you what each delete or merge will affect and waits for your explicit confirmation.
Affinity AI can make mistakes. Review each suggestion before approving it.