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Clients, people & deals

Fields kept by AI

Let AI keep a client field up to date from each new call, meeting, mail or chat, with the words it read shown under the value.

Updated 4 Nov 2026

Some fields change as you talk to a client: which tool they use today, their budget, who signs. A field Kept by AI is read again after each new touch, so the record stays current without anyone typing it.

Turn it on

  1. Open Settings › Fields and choose Clients.
  2. Press Edit on a text, number, yes/no or choice field.
  3. Turn on Kept by AI and write what to look for, for example "Which ERP do they use today?".
  4. Under Refresh, pick On every new touch or Nightly.
  5. Under Changes, pick Fill blanks only or Ask me before replacing.
  6. Press Save.

What it does

  • It fills a blank field when a touch clearly says the value.
  • It never overwrites quietly. With Fill blanks only, a filled field is left alone. With Ask me before replacing, a different value shows on the client's page as a suggested update, with the words it is based on, for you to accept or dismiss.
  • No clear answer, no change. If the touch does not say it, nothing is written.
  • Private mail stays private. A value read from someone's own synced mail is never written straight onto the record; it shows as a suggestion only to people who can see that mail.

Under a value the AI filled you see a small line, for example "AI · from email · 3 Nov". Press Why? to read the words it used. Edit the value yourself any time; your edit wins.

AI credits

Keeping fields does not spend AI credits itself. It does pause while the team is out of credits, and picks up again once credits are added or the month renews.

Related

  • Custom fields — Add the details your team tracks that KretaOS does not have yet, such as a GSTIN, a city or a renewal date, on clients, people and deals.
  • What becomes memory — Which touches KretaOS reads for facts and promises, what it deliberately throws away, and what it never reads at all.
  • AI credits explained — What uses an AI credit, what never does, and what happens when your team's credits for the month run out.
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