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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.

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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.

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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. The four actions:
  • 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.
Chat can’t read your meeting briefs or review Suggested Field Updates. Meeting Prep and Data Update don’t run from Chat: Meeting Prep runs overnight or when you click Generate Brief in Meetings, and you review Data Update’s Suggested Field Updates in Ascend. Warm Intro is the exception: ask for it in Chat whenever you need it. Brand Chat Reminder Not available in Chat: 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 (Affinity MCP can delete and merge, with your confirmation). See Take actions with AI Chat.

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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. Brand Chat Strength

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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.

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Known limits

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

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Where to find it

AI Chat lives in the web app (not on mobile). Open it from the left navigation — Chat and Ascend (agents) are separate items — or press Cmd+J (Mac) / Alt+J (Windows). Admins control whether AI features are on for your org at Settings → Automations & AI → Affinity AI.

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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.