What AI Chat can do & how to trust it

Affinity AI Chat is an intelligence layer inside Affinity — like a colleague who has read every company, person, note, and interaction in your CRM. It answers questions grounded in your data with cited sources, and can take a defined set of confirm-before-execute actions, always with your approval.

​

What it can answer

Affinity AI draws only on data you can already see:

• Companies, people, and opportunities — fields, lists, owners, stages
• Notes, meetings, emails, and activity history
• Relationships and connection strength
• Recent external news on a company

A few real prompts: “Help me prep for my meeting with Acme Corp tomorrow,” “Find Series B medtech companies we haven’t contacted in 90 days,” “Who at our firm has the strongest relationship with Sequoia?” Ask follow-ups in the same thread to refine.

​

What it can do (with your approval)

Every action is confirm-before-execute: Affinity AI proposes the change, and nothing is written until you approve. Available at GA (July 22):

• Update a field — a field value or an opportunity’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 — so a follow-up doesn’t slip.

Reading your meeting briefs in Chat, and reviewing Suggested Field Updates in Chat, are fast-follows after launch — not part of GA. Triggering an agent to run from Chat isn’t available either; the agents run automatically on their own, and you review Suggested Field Updates (from the Data Update agent) in Ascend. Coming later — not yet available: uploading a file, creating a saved view, creating a list. Affinity AI will not send email or outreach, merge or delete records, or make bulk changes. See Take actions with AI Chat.

​

How an answer looks

Affinity AI works in two visible stages: a thinking state shows the work in progress; a short “sources used” line at the end tells you exactly which data the answer drew on, so you can open it and verify.

​

How to trust it

• It shows its sources. Every answer ends with the data it reviewed.
• It signals confidence. When supporting data is thin, it flags low confidence — open the source before relying on it.
• It suggests; it doesn’t act on its own. You always see a confirmation before anything changes, and can tell a suggested action from a completed one.
• It respects your permissions. It can only see and change what your account already allows.
• You can give feedback. 👍 / 👎 on any answer; 👎 routes to Affinity’s product team.

​

Known limits

• ~90-day activity-history window (being extended) — very long-range “first ever interaction” questions can be truncated.
• Person search by attribute is post-launch — name or email today; role/title, location, expertise later.
• No location/geographic filtering yet.
• No reliable historical field-value lookup — it reports a field’s value now, not what it was at a past point.

​

Where to find it

AI Chat lives in the web app (no mobile yet). It’s part of Affinity Ascend — Chat and Ascend (agents) are separate items in the left navigation. Admins control whether AI features are on for your org at Settings → Automations & AI → Affinity AI.

​

Common questions

• Will it change my data without asking? No — every action is confirm-before-execute. There’s no “always allow.”
• Does it see data I can’t access? No — it’s scoped to your existing permissions.
• Will it send emails? No.
• How is it different from Search or filters? It’s conversational — ask follow-ups and refine — and it aggregates across profiles instead of tab-hopping.

---

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