What Ask AI can do

Ask AI is the AI assistant built into KretaOS. It reads your book — clients, people, deals, promises, meetings and memory — and it can make the everyday changes for you, so you spend less time typing into forms.

Where to find it

• On a computer, click Ask AI at the top right of any page. The panel slides in beside the page you are on.
• On a phone, tap Ask AI in the middle of the tab bar.
• For longer work, open Ask AI full screen. It keeps every conversation in a list on the left, with New chat, search and pinning.
• Press ⌘K, type your question and pick Ask AI.

The panel opens with suggestions such as What needs me today?, Who's going quiet? and Draft a follow-up.

Questions it answers

• A client's state of play: "How are things with Mehta Textiles?"
• Across the book: "Which leads haven't heard from us this month?"
• Deals: "What's my open pipeline worth?" or "Which deals are at risk?"
• Promises and tasks: "What did we promise Northwind and not deliver?"
• Recorded meetings: "What did Ravi say about pricing on Tuesday?"
• Your Library: "Find our latest price list."
• Numbers: "Win rate by lead source this quarter" comes back as a chart. Say "save it as Tier 1 funnel" and it lands on your Analytics page.
• The outside world: "What does Surat Silk Mills do?" runs a Google search. See Grounded web search.

Changes it makes

• Log a call, message, meeting or note, including one from last week.
• Clients and leads: create one, change kind, stage, tier or owner, add or remove a teammate, and edit tags, website, industry, region or who referred them.
• People: add a contact, or change their role, preferred channel or decision-maker flag.
• Deals: open one, move its stage, change its value or owner.
• Reminders: create one for you or a teammate, with others in the loop; list them by status (open, done, cancelled), by teammate, client or kind; mark one done or cancelled, snooze it, reword it or hand it to a teammate.
• Many tasks at once: "close all my overdue tasks" or "move today's tasks to Monday". It shows how many first and waits for your yes.
• Your team: keep a teammate in the loop on a client — "keep Arjun in the loop on Northwind" — or cc them on an email draft.
• Promises: mark one as kept.
• Memory: remember a fact, or forget one that is wrong.
• Consent: record that a contact agreed to email or WhatsApp, or withdrew.

Some of these always ask you first. See Confirmations and changing things back.

A long request — several people, tasks and a loop-in in one message — gets a Plan with a tick per part, and every reply that changed something ends with a Changed card. Ask AI works on one message for up to about three minutes; if that is not enough, it tells you what it did and what is left, so you can ask for the rest. See Questions, plans and what changed.

Point at a record with @, start with /

• Type @ and a few letters of a client, a person, a Library file or a teammate, then pick the one you mean. It shows as a chip in the box, and Ask AI uses exactly that record — no "which one did you mean?".
• Type / at the start of the box for a shortcut: /log to log something that happened, /task to add a follow-up, /brief for a short brief on a client, and /draft to draft a message.

Ask again on a schedule

Under an answer, press Repeat this… and pick Every day, Every weekday or Every Monday. KretaOS asks the same question again at 08:00 and puts the answer in your bell; tick Also email me the answer to get it by email too. You can also say it: "every Monday, tell me which clients are going quiet" — by chat or on a voice call, it reads the plan back once and sets it up after your yes.

A repeated question only reads. It never changes anything, and each run uses one AI credit. It shows in Automations like any other automation, where you can pause or delete it.

Long jobs in the background

Some requests take longer than one answer — a summary of every client, a sweep of a whole book. Start the message with /background, or say "do this in the background", and the chat shows Working in the background — I'll ring the bell when it's done. Carry on with other things; when it is done, the answer appears in the same chat and your bell rings with Done. Press Stop on that line to stop it.

If an answer runs out of time, it offers Continue in the background or Stop here. Anything that needs your yes — closing many tasks, a consent change — still waits for you in the finished answer.

Drafts, never sends

Ask AI drafts emails, WhatsApp messages and calendar invites, but it never sends or books them. You get an editable card with a Send or Book meeting button, and nothing leaves until you press it. A meeting can invite several people: say "set a meeting with Rahul from Acme and Gaurav tomorrow at 3pm" and it finds Acme's Rahul and your teammate Gaurav. If a name fits two people, it asks which one; if it can't find someone's email, it asks for it, and you can add or remove people on the card before you book.

Good to know

• Each chat message uses one AI credit, plus one more when it searches the web. See AI credits explained.
• A Viewer can ask anything but cannot change anything.
• Your conversations stay in the Ask AI history, including the ones you started from the panel.