> ## 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. # Affinity AI Chat Overview > Reference: Affinity AI Chat Overview **Concept** — background and overview. ## 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 ### **Meeting Preparation** 1. "Help me prepare for my meeting with \[Company]" 2. Get notes, relationship history, activity summaries, and recent news 3. 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**](/s/article/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**](/s/article/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. ## 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 *This page will be updated as AI chat evolves. Check back for new capabilities, resources, and learning materials.*