Ask AI, first steps

Ask AI is the assistant built into KretaOS. It has read what your team logged and synced about each client, so you can ask it things the way you would ask a colleague who never forgets, and tell it to do small jobs for you.

Open it

• On a computer, press the indigo Ask AI pill in the top bar.
• On a phone, tap the indigo Ask AI button in the middle of the tab bar.

The Ask AI panel opens beside the page you are on, so you keep your place. Type in Ask about any client… and press Enter. If you are on a client's page, it knows which client you mean.

Try these first

The panel opens with suggestions you can tap: What needs me today?, Summarize this view, Draft a follow-up, Find objections, Flag at-risk deals and Who's going quiet? Summarize this view and Draft a follow-up show only when a client's page is open, and act on that client.

Or ask your own:

• "What did Mehta Textiles ask for on the last call?"
• "Which distributors in Pune haven't heard from us in a month?"
• "What do we owe Surat Silk Mills, and by when?"

Ask it to do things

Ask AI can also act on your book:

• "Log that I called Rajesh, he approved the sample."
• "Remind me to send the GST invoice to Priya on Friday."
• "Mark the Kanpur deal as negotiation."
• "Draft a follow-up to Anil about the revised quote."

It tells you what it did after each step. Dates such as "Friday" are worked out by KretaOS, not guessed, and the reply names the real day it filed.

You stay in charge

• It never sends a message by itself. A draft arrives as a card you can edit, then send yourself.
• It asks first before risky changes: changing consent, forgetting a fact, changing the email or WhatsApp number messages go to, or closing or moving more than one task at once. A card shows what will happen; tap the yes button or Not now.
• Names can be ambiguous. If "Priya" could be two people, it asks which one you meant, often with options you can tap. A typo such as "Rifex" is fine for a question; before a change it asks "Did you mean Refex Industries?".
• It shows what changed. A reply that changed anything ends with a Changed card, one line per record, each opening it.

Talk instead of typing

Press the microphone in the panel's message box to talk to the assistant instead of typing. See Voice calls.

Good to know

• Each conversation is saved. Find them all in Ask AI, full screen, or start a fresh one with New chat.
• Questions use AI credits. Logging by hand never does. See Credits explained.
• More in What Ask AI can do.