AI Asistan

What You Can Do with the AI AssistantAI Assistant (nav icon, top navigation bar) is a chat window you can open at any time to ask questions and get answers, without leaving whatever else you're doing in KamoCRM. It opens as a floating window (like Chat or…

AI Conversations and ModelsConversation (session) Every time you send the AI Assistant a first message, it's saved as a conversation (called a session behind the scenes) — a running thread of your messages and its replies, titled "New Chat" until…

How to Ask the AI Assistant a QuestionStart a conversation with the AI Assistant, or continue one, from the chat window. Before you start Your organization has AI Assistant enabled and you hold the View AI Conversations right (ask an admin if the icon isn't…

How to Find a Past AI ConversationReopen a previous conversation with the AI Assistant. Steps 1. Open the AI Assistant. 2. Maximize the window (the expand control in the header) — the conversation list sidebar only appears in maximized mode; a small…

How to Organize AI Conversations into FoldersCreate folders in the AI Assistant sidebar and file conversations into them. Before you start Maximize the AI Assistant window first — the sidebar (and folders) only appear in maximized mode. Steps Create a folder 1. In…

How to Rename an AI ConversationGive a conversation a title other than the default "New Chat". Steps 1. Open the conversation. 2. Click its title in the window's header. 3. Type the new title (up to 100 characters). 4. Press Enter to save, click…

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