AI assistant - Relaticle  

       AI assistant 
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Ask Relaticle questions about your CRM, and let it create and update records with your approval.

Relaticle has a built-in AI assistant. Ask it questions about your pipeline in plain language, or tell it to create, update, and delete records — every change waits for your approval before anything is saved.

Articles in AI assistant
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- [   Ask the assistant about your data  Chat with your CRM in plain language — search records, summarise your pipeline, and pull quick answers.   ](https://relaticle.com/help/ai-assistant/ask-questions-about-your-data)
- [   Approve what the assistant changes  Every create, update, or delete the AI proposes waits for your review — nothing is saved until you approve it.   ](https://relaticle.com/help/ai-assistant/approve-what-the-assistant-changes)
- [   Choose an AI model  Pick the model behind the assistant per conversation, or leave it on Auto and let Relaticle decide.   ](https://relaticle.com/help/ai-assistant/choose-an-ai-model)
- [   AI credits and rate limits  How assistant messages spend credits, what each plan includes monthly, and what happens at zero.   ](https://relaticle.com/help/ai-assistant/ai-credits-and-limits)
- [   Connect Claude or ChatGPT to your workspace  Add Relaticle to the AI assistant you already use — one URL, a consent screen, and no code involved.   ](https://relaticle.com/help/ai-assistant/connect-claude-or-chatgpt)