Questions, plans and what changed

Ask AI answers in words, and some answers also carry a small card under the reply. Each card is one of a few kinds, and none of them changes anything on its own — a tap sends your answer as your next message, and Ask AI acts on it.

A question you can tap

When Ask AI needs to know something and the answer is one of a few, it asks and shows the options under the question — for example "Done or cancelled?". Tap one, or tap Something else… to type your own answer. Your tap is a normal message, so it uses one AI credit like typing the same words.

A change that waits for your yes

Before a change that touches many records or is hard to take back, Ask AI shows a card that says exactly what will happen — "Close 48 open tasks as cancelled?" — with the tasks' dates underneath. Tap the yes button to go ahead, pick a narrower choice when one is offered (such as only the overdue ones), or tap Not now to leave everything as it is.

The same card appears when you ask for a new client or contact and a similar record already exists. It names the match, and you choose: create the new record anyway, use the one that is already there, or stop.

It also appears when a name you typed only nearly matches: Did you mean Refex Industries?, with You typed "Rifex". under it. A question uses the close match straight away; a change waits for that yes.

A plan for a long request

When one message asks for several things — "add these three people, create three tasks and keep Arjun in the loop" — Ask AI first shows a Plan: one line per part. Each line gets a tick as that part is done. When the answer is ready, a part that did not happen is marked not done, so nothing is quietly skipped.

What changed

After a reply that changed your book, a card headed Changed lists every record it touched, grouped: "3 tasks created", "2 facts remembered", "Ravi Mehta, Anita Rao added". Each line opens the record — Agenda, the person's page, or the client's Memory, Timeline or About tab. Drafts are not on this list: a draft is only sent when you press Send on it.

A list you can open

After Ask AI tells you how many tasks, deals, clients, people or promises match, say "show me those" or "list them". It shows them as a list under the reply — up to twelve rows, each with a short detail such as its client, due day, stage or last touch, and each row opens the record. A longer list ends with "and N more" and a link to the full page, such as Agenda or Deals.

Keep a teammate in the loop

Say "keep Arjun in the loop on Northwind Traders" or "Priya should know about this". Ask AI adds them to the client's team, so the client appears on their list, and posts a comment on the client that mentions them, so they get a notification. Any task the same message creates for that client has them in the loop too, so they also hear when it is finished. To copy someone on an email draft, say "cc Arjun"; the card then reads In the loop: Arjun (cc). To give someone work instead, ask for a task: "have Priya call them on Friday". See Keeping a teammate in the loop.

From the notes

When Ask AI creates a task or a draft because of something in the client's record, it shows that line under the reply, headed From the notes, with the client's name and the date when it comes from memory. Tap it to open the client's Memory tab.