AI assistant - Relaticle  

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

Rela is Relaticle's 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 on Relaticle Cloud, what each plan includes, and what happens at zero. Self-hosted installs have no credit limit.     ](https://relaticle.com/help/ai-assistant/ai-credits-and-limits)
- [   Connect Claude or ChatGPT to Relaticle  Set up an AI connector to Relaticle with OAuth. This guide explains access and why MCP clients write directly to records.     ](https://relaticle.com/help/ai-assistant/connect-claude-or-chatgpt)
- [   Research a company with Rela  Let Rela search the web for a company or person that is not in your workspace yet, and choose when it may do so.     ](https://relaticle.com/help/ai-assistant/research-a-company-with-rela)