Affinity AI Chat Overview

Reference: Affinity AI Chat Overview

What is AI Chat?

AI Chat is a conversational interface to your Affinity CRM. Ask questions in natural language instead of building filters or clicking through profiles — and now, with your approval, let Affinity AI make confirm-before-execute changes for you. It’s well suited to meeting prep, pipeline queries, and finding companies by investment criteria.

Affinity AI grounds its answers in your CRM data and shows its work: a short thinking state while it looks things up, then a brief “sources used” line so you can see where an answer came from. When it proposes a change, it’s clearly labeled as a suggestion until you approve it.

Available for: Scale, Advanced, and Enterprise customers.

What AI Chat can do

Two broad things: it answers questions about your data, and — new at GA — it can take confirm-before-execute actions when you ask.

Answer questions (read)

• Meeting preparation — “Help me prepare for my meeting with [Company]” pulls notes, relationship history, activity, and recent news.
• Find companies by criteria — by industry, investor, firm interactions, relationship strength, or technology theme (e.g. “Healthcare companies in our network,” “Companies backed by Sequoia,” “Companies we haven’t contacted in 90 days”).
• Deal assist / company queries — “Tell me about the founders,” “What are the risks of investing here?” — company overviews from CRM data plus enrichment.

Take action — with your approval

At GA, Affinity AI can propose confirm-before-execute changes. Nothing is written until you approve.

• Update a field — change a field value or move a deal’s pipeline stage.
• Add to a list — add a record to one of your lists.
• Create a note — draft and log a note on a record.
• Create a reminder — set a follow-up reminder.

These four write actions are new at GA (the conversational query experience has been in beta). Reading your meeting briefs in Chat, and reviewing Suggested Field Updates in Chat, are fast-follows after launch — not at GA; Suggested Field Updates come from the Data Update agent and are reviewed in Ascend (see Meeting Prep & Data Update).

Some actions are coming later and are not at GA: uploading a file, creating a saved view, and creating a list. Affinity AI never sends email or outreach, and won’t merge or delete records or make bulk changes.

Where to find it

AI Chat lives in the Affinity web app. Open the chat panel from the CRM, type your question (or request) in natural language, and Affinity AI responds inline. Suggested changes appear in the conversation for you to approve or dismiss. Chat and Ascend (agents) are separate items in the left navigation.

How to stay in control

• Suggests, you approve. Nothing is written to your CRM until you approve it.
• It only sees what you can. Affinity AI works within your own account’s permissions.
• No silent outreach. It doesn’t send email or other outreach on its own.
• Labeled work. Each response distinguishes suggested steps from completed ones and cites its sources.

Honest limits

• ~90-day activity-history window (being extended) — very long-range “first ever interaction” questions can be truncated.
• Person search by attribute is post-launch — find people by name or email today; role/title, location, or expertise come later.
• Location/geographic filtering is post-launch.
• No reliable historical field-value lookup — it reports a field’s value now, not what it was at some past point.
• Web app only (no mobile at launch).

Getting access

• Plans: Scale, Advanced, and Enterprise.
• Turn-on: admins enable or disable AI features for the org at Settings → Automations & AI → Affinity AI; if AI Chat isn’t available to you, check with your admin.

Common questions

Will Affinity AI change things in my CRM on its own? No. It suggests; nothing is written until you approve. At GA the confirmed actions are updating a field or pipeline stage, adding to a list, creating a note, and creating a reminder.

Who can see what I ask, and what data does it use? Affinity AI works within your own permissions — it only surfaces and changes data you already have access to.

Can it send emails or delete records? No. It doesn’t send outreach, merge, or delete, and never sends email without explicit approval.

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Affinity AI can make mistakes. Review each suggestion before approving it.