Before you start
- Plan: AI Chat is available on Scale, Advanced, and Enterprise.
- It only sees what you see. Affinity AI works inside your own permissions.
- Where it lives: open AI Chat from the left navigation (also on your home page). Chat and Ascend (agents) are separate surfaces.
Step 1 — Ask what’s gone quiet
Step 2 — Get the context on one
Step 3 — Act on it
Because changing a field or stage is a confirm-before-execute action, Affinity AI shows exactly what it will write and waits for approval:Step 4 — Clear the rest
Work down the list the same way — “Move Greenfield Systems to Closed – Passed.” Each request is its own confirmation.Step 5 — Review the suggestions waiting from your meetings
If you also use the Data Update agent, the deals you met with that week may already have Suggested Field Updates waiting — so part of “catching up” is clearing that queue. After an external meeting, the agent reads the meeting note and proposes field changes. Each suggestion shows the field name, its current value and the proposed new value, and a link to the source note (View Meeting Note). These don’t live in the chat — they collect in the agent’s Agent Activity queue. Open it and approve all, approve some, or approve none. At this launch you accept or reject each suggestion as-is; editing a proposed value before approving is coming later. See Review & approve an agent’s suggestions.Tips
- Start broad, then narrow. One wide question plus a follow-up beats many small ones.
- Use your real stage names. Affinity AI updates to your list’s actual stage values.
- Batch your asks, review one at a time.
Common questions
- Will Affinity AI change my pipeline on its own? No — updating a field or stage is confirm-before-execute. The Suggested Field Updates queue is the same: proposals until you approve them.
- What actions can it take? At launch: update a field value or pipeline stage, add to a list, create a note, create a reminder. Suggested Field Updates from meeting notes are reviewed in the Data Update agent’s queue (Step 5), not as a chat action.
Affinity AI can make mistakes. Review each suggestion before approving it.