Ask AI

A colleague who has read everything

By now KretaOS holds your clients, their mail, your logs and their facts. Ask AI is how you use all of that without clicking through pages. You ask in plain words — English, Hindi, Hinglish, whatever you speak — and it answers from your record.

Opening it

On a computer, press the indigo Ask AI pill in the top bar. On a phone, tap the indigo button in the middle of the tab bar. The panel opens on the side (on a phone, it rises from the bottom) and stays out of your way while you keep working.

If you are on a client's page, Ask AI knows which client you mean, so "what did they say about pricing?" just works.

What to ask

Start with a suggestion in an empty panel, or type your own:

• "What needs me today?"
• "Which clients are going quiet, and should I re-engage this week?"
• "What did Rajesh at Shree Ganesh ask for last month?"
• "Which deals are at risk, and why?"

As it works, you can see what it is doing — Searching clients, Searching memory, Checking your agenda — so you know where the answer came from. Answers are grounded in what is actually in your record. When a question needs the public web (for example news about a client's company), it searches the web and says so.

Asking it to do things

Ask AI can also act for you:

• Draft a message. "Draft a follow-up for Shree Ganesh about the revised quote." You get a draft card with the message. Use Rewrite to change the tone ("make it warmer, shorter"), Attach to add a file from the Library, and press Send only when you are happy. Nothing goes to a client without your press.
• Log a touch. "Log that I called Rajesh yesterday, he approved the sample."
• Create a task. "Remind me to send the price list to Mehta Exports on Friday."
• Add a client or a contact.

Some changes need your yes before they happen — for example changing a client's email address or WhatsApp number, recording a consent change, removing a fact, or closing several tasks at once. Ask AI shows a card with what it is about to do; tap its yes button, or Not now to leave things as they are. When a reply changed anything, a Changed card under it lists each record, so you can open and check it.

Talking instead of typing

The microphone button in the panel (Talk to KretaOS) starts a voice call. You speak, it answers out loud, and it can do the same things by voice. It reads back what it is about to change before it changes it.

Your chats are kept

Your conversation stays in the panel until you start a new one; the old one stays in your history. Press New chat when you change topic.

AI credits

Ask AI runs on your workspace's AI credits, shared by the whole team each month. A chat message uses 1 credit, and 1 more when it searches the web; a voice minute uses 6. The meter is on Settings › Billing. Logging by hand and dictation never use credits.

Try it

1. Press Ask AI and ask: "What needs me today?"
2. Open a client's page and ask: "What do we know about this client?"
3. Ask for a follow-up draft for that client, then press Rewrite and ask for a shorter version.
4. Close the draft without sending, or press Send if it is ready to go.