Asking KretaOS a question

Ask AI is the assistant built into KretaOS. It has read what your team has logged and synced about each client: calls, notes, meetings, mail, promises and deals. So you can ask it a question the way you would ask a colleague who never forgets anything.

Where to find 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. You don't lose your place, so you can read a client page and ask about it at the same time.

The box at the bottom says Ask about any client…. Type your question and press Enter to send. Shift+Enter starts a new line.

Good first questions

The panel opens with suggestions you can tap instead of typing:

• What needs me today? gives a short list of what needs you today, in priority order.
• Who's going quiet? shows clients who have gone quiet and are worth contacting again this week.
• Flag at-risk deals lists deals at risk, and why.
• Find objections shows open objections across your clients.
• Summarize this view sums up the client whose page you have open. It and Draft a follow-up show only when a client's page is open, so they always act on that client.

Your own questions work just as well. Write them the way you speak:

• "When did we last speak to Mehta Textiles, and what did they ask for?"
• "Which clients in Pune haven't heard from us in a month?"
• "What did Priya promise Sharma Logistics, and is it still open?"

Names don't need to be exact, and a small typo is fine: "Rifex" finds Refex Industries. If two records could match, the assistant names both and asks which one you meant, usually with the names as options you can tap. It never guesses.

Ask "show me those" after a count and the records appear as a list under the answer, each row opening the record.

Reading an answer

While it works, the panel shows short steps such as Searching clients or Searched memory. That way you can see what it looked at. Answers are built from the record: client names link to their pages, and sources show where a point came from. If it searched the web, the answer comes with a small search-suggestions chip under it.

Under each answer you can copy it, or mark it Good answer or Bad answer. Your mark helps the team improve the assistant.

To stop a long answer, press Stop generating. To change your question halfway through, type the new one and press Send this instead.

Your conversations are kept

The chat stays open until you start a new one. It is still there after you close the panel or reload the page. New chat starts fresh, and the old conversation stays in your history. Open full screen opens the current conversation on its own page, with your history beside it.

Try it

1. Press Ask AI in the top bar, or the middle of the tab bar on a phone.
2. Tap What needs me today? and read the list.
3. Open one of your clients, then ask "What do we know about this client, and what is still open?"
4. Press a client name in the answer to go to its page.