Take actions with AI Chat

You already move deals between stages and update fields by hand. AI Chat can do that for you on request — and never writes anything to your CRM without your confirmation. Every action shows exactly what will change and waits for you to approve it. AI Chat is generally available on Scale, Advanced, and Enterprise. It was read-only during the early beta; at the July 22 launch it can take confirm-before-execute actions in addition to answering questions. The set of actions it can take is expanding over time.

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What AI Chat can do at the July 22 launch

You ask in plain language and Affinity AI proposes the exact change for your confirmation. Nothing is written until you approve it.

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Actions coming as the set expands

Not available at the July 22 launch, coming later: uploading a file, creating a saved view, and creating a list. Each will follow the same confirm-before-execute flow.

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How a change happens

1. You ask for the change in plain language.
2. Affinity AI shows a preview — exactly what will change, as a before-and-after diff (current → proposed), plus a note that the change will be visible to your team.
3. You confirm or cancel. The change doesn’t run until you respond. There is no “always allow.”
4. Affinity AI posts a receipt confirming what changed, with links back to the record and its edit history.

If you’d collapsed the chat panel, a toast appears so you don’t miss the result.

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Getting access and staying in control

• Plan: Scale, Advanced, and Enterprise.
• Permissions: Affinity AI can only see and change what your own account already can.
• Confirmation is mandatory. Every action waits for your approval — there’s no auto-approve.
• Admin controls: admins can enable or disable AI features for the org in Settings → Automations & AI → Affinity AI (the AI Chat card).

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What AI Chat won’t do

By design, Affinity AI will not send emails or outreach, merge or delete records, or make bulk changes across many records at once.

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Honest limits

• ~90-day activity window (being extended) — long-range history can be truncated.
• Person search by attribute is post-launch — name or email today.
• No location/geographic filtering yet.
• No reliable point-in-time field history.

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Common questions

• Will it change anything without asking? No — every action shows a preview and waits for confirmation.
• What exactly can it change at launch? Update a field or pipeline stage, add to a list, create a note, create a reminder. Upload a file / saved view / create a list come later.
• Who can see the change? It appears on the record like any other edit; the preview notes “visible to your team” before you confirm.
• Can I do several actions at once? Affinity AI names them, then confirms them one at a time — never as a single bulk change.

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If something doesn’t work

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