AI Chat is the always-on assistant in the app shell — not a tab, a panel that's one keystroke away. It knows where things live, so asking is usually faster than clicking.
Search and questions
"Show me all leads from last week with no reply."
"Find every call where someone mentioned Salesforce."
"Which leads mentioned a competitor in their discovery call?" (searches across your call transcripts)
"What happened with Acme while I was out?"
Drafting and outreach
"Draft a follow-up to the lead I'm on." — Chat writes it; you edit and send.
"Text Brian asking if 3pm still works." — Chat shows a confirmation card with the recipient, from-number, and draft; nothing sends until you approve.
"Call Brian Chen." — the dialer opens pre-filled; Chat never auto-dials.
Updating your CRM
"Move the Acme deal to Proposal."
"Create a task to send pricing by Friday."
"Add 'budget confirmed' to the notes on this lead."
"Create a smart view of leads with no touch in 14 days."
Every write action shows a confirmation card before anything changes. That's the core promise: Chat drafts and proposes; you approve. Direct sending without approval only exists in agents where you've explicitly enabled autosend.
Good prompt habits
Name the lead or say "the lead I'm on" — context helps.
Batch related asks: "Summarize this lead, then draft a check-in email referencing the last call."
If a draft misses the tone, say how: "shorter, more casual, no exclamation marks."
AI Chat conversations use AI credits from your monthly pool — see "How credits work in K3X."