Affinity Ascend agents — Overview

Affinity agents are part of Affinity Ascend — you’ll find them under Ascend in the left navigation (a separate top-level item from Chat). This page is your starting point: what agents are, how they keep you in control, which agents are available, and where to go next.

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What are Affinity agents

An Affinity agent does a specific job — preparing you for meetings, keeping your CRM current, or finding a warm path into a company — and suggests what to do next. Most agents run in the background; one (Warm Intro) runs on demand when you ask in Chat. An agent never changes your CRM on its own. Every agent follows the same trust model:

The agent suggests → you review → you approve.

• Human-in-the-loop. Suggestions wait in a review queue until you act.
• Scoped to your access. An agent only sees and changes what your own account already can.
• No silent outreach. Agents never send email or other outreach without your approval.

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The agents

Four agents, all on Scale, Advanced, and Enterprise. Only Meeting Prep and Data Update are background agents you toggle (via Monitoring in Ascend → Agents); Warm Intro runs on demand from Chat; Document Synthesis is coming soon.

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Meeting Prep — Background agent

Prepares a pre-meeting brief for each of the day’s external meetings — on your “Start your day” / “Ready for you” homepage modules and in the Ascend Agent Activity feed. Nothing to apply — a brief you read. Open it with View Brief. → Meeting Prep & Data Update

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Data Update — Background agent

Reads a meeting note and proposes Suggested Field Updates you review and approve on the Agent Activity tab. It matches what was said against the fields you can already edit and waits for your approval. → Meeting Prep & Data Update · Review & approve an agent’s suggestions

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Warm Intro — On demand from Chat

Ask in AI Chat — e.g. “Who can introduce me to someone at [Company]?” — and Affinity AI returns ranked intro paths and can draft outreach for you to send yourself (it never sends). Also available as the affinity-warm-intro MCP skill. → Warm Intros in AI Chat and MCP

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Document Synthesis — Coming soon

Will watch for inbound PDF pitch decks, teasers, and CIMs, read them, and post a summary to Agent Activity. Coming soon — the card is visible but not functional at launch. → Document Synthesis

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How every agent keeps you in control

The Ascend area has three places to work:

• Agent Activity — the queue of suggestions that need your review.
• Activity History — a read-only log of what the agent has already done.
• Agents — agent details and status.

When you review a suggestion, expand Review to see the Current Value, the Suggested Value, and a link to the source (View Meeting Note). Agents never apply changes without your approval: check the fields you want (or Select all) and click Apply Updates — anything left unchecked is skipped.

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How AI Chat fits alongside agents

AI Chat is a separate item in the left navigation from Ascend (a docked side panel), not an agent. Ask questions about your CRM in plain language and get answers grounded in your data with cited sources. Beyond answering, Chat can take four confirm-before-execute actions — Update Field, Add to List, Create Note, and Create Reminder. Applying Suggested Field Updates is not a Chat action; that’s the Data Update agent.

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Where to manage agents

• Ascend in the left nav — all your agents, their status, and anything pending your review. Agent names appear on the Agents tab.
• Settings → Automations & AI → Affinity AI — where admins enable or disable the Ascend Agents card for the org.
• Ascend → Agents — where each member turns Monitoring on or off for each background agent (Meeting Prep, Data Update).

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Common questions

Will an agent change my CRM on its own? No. Every agent only suggests. Nothing is written until you review and approve it. How do I get access to each agent? After an admin enables Ascend Agents at Settings → Automations & AI → Affinity AI, turn on the background agents (Meeting Prep, Data Update) with the Monitoring toggle in Ascend → Agents. Warm Intro runs on demand from Chat. Document Synthesis is coming soon. All require Scale, Advanced, or Enterprise. What if a suggestion is wrong? Leave it unchecked so it’s skipped — nothing is applied for that field. You review each suggestion with its source before applying.

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Affinity AI can make mistakes. Review each suggestion before approving it.