Getting things done by chat

Ask AI does more than answer questions. Tell it what happened or what needs doing, and it writes it into KretaOS for you, on the right client, with the right date.

What you can ask it to do

These all work in plain words:

• Log a touch. "Log a call with Rohan at Mehta Textiles. He wants the revised quote by Monday." It files the call on the client's timeline. If you mention an earlier day ("I met them last Thursday"), the touch is dated to that day.
• Make a task or reminder. "Remind me to call Priya tomorrow at 3." KretaOS works out the real date and tells you the day it saved.
• Move work along. Mark a task done, snooze it, or settle a promise once it has been kept. Many tasks at once work too: "close all my overdue tasks".
• Keep a teammate in the loop. "Keep Arjun in the loop on Northwind." Arjun joins the client's team and gets a bell; on tasks made in the same message he hears when each is finished.
• Records. Create a client, add a contact, update a client's details or a deal's stage and value.
• Remember something. "Remember that Sharma Logistics closes its books in March." It becomes a fact in that client's memory.
• Draft. Ask for an email or WhatsApp message, or a meeting invite. The next lesson covers drafts.

While it works you see each step, such as Logging activity or Created a task. A request with several parts first shows a Plan, one line per part, ticked as each is done. When it has finished, a Changed card under the answer lists every record it touched, each line opening it.

It asks before anything risky

Some changes are hard to spot if they go wrong, so the assistant stops and asks you first:

• Consent. Changing whether a contact has agreed to hear from you on email or WhatsApp.
• Forgetting a fact. Removing something from a client's memory.
• Delivery addresses. Changing a contact's email address or WhatsApp number. Every later message goes to the new address.
• Possible duplicates. Creating a client or contact that looks like one you already have.
• Several tasks at once. Closing or moving more than one task.
• A name that only nearly matches. "Did you mean Refex Industries?" before changing anything on it.

In each case a card says the exact change, for example "Record that Anil Mehta withdrew email?". It does nothing until you tap the yes button on the card, or reply yes; Not now leaves everything as it was. If it found a possible duplicate, it names the existing record so you can pick that one instead.

What you can always check

Everything the assistant writes appears in the normal places: the client's timeline, the Agenda and the deal board. You can open any of them to see the result, or change it by hand.

What it won't do

• Send a message on its own. A draft from chat always waits for you to press Send.
• Make changes for a viewer. If your role is Viewer, Ask AI still answers your questions but makes no changes.
• Turn a command into memory. A message that told the assistant to do something is not saved as a fact about the client.

Try it

1. Open Ask AI.
2. Type "Log a call with" and the name of one of your clients, followed by one thing they asked for.
3. Ask "Remind me to follow up with them on Friday."
4. Open that client's page and check that the call and the task are both there.