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Chat is the AI Assistant as a place you can go. Ask it to find people, build a table or write a sequence.
The Chat page with one conversation open, where the AI Assistant has been asked which columns the Pipeline table has and has answered with its column names, followed by suggested next questions.

The Chat page, with one conversation open.

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Ask for the work

Ask in your own words. It can:
  • Search for people and companies, and say how many match.
  • Create a table from a search and add the rows.
  • Search the rows of a table and answer from them.
  • Read a column’s value distribution: which values are most common, and how many cells are empty.
  • Inspect one column of a CSV or Excel file you attach, before it becomes a table.
  • Read every row and sheet of a file you attach, including a title row and cell comments.
  • Read a PDF you attach, page by page, and make a table of the table it holds, such as an attendee list.
  • Add columns and run them, including AI columns and enrichments such as work emails.
  • Build a sequence with its steps, audience and sender, and launch it. Ask for emails and follow-ups and it builds a draft sequence, with your wishes for the writing on the same card.
  • Give a sequence’s steps the names you use when you ask. Without names from you, they are Opener, New angle and Break-up.
  • Write the emails for up to ten contacts the sequence can reach once it is built, and name anyone it left out and why. Each contact’s link opens the sequence’s AI writing tab on those same emails, ready for Looks good. A thread you do not rate Looks good is written again when it sends.
  • Rewrite a contact’s thread from your note, keep or discard the rewrite, and move on to the next contact, as the AI writing tab does.
  • Tailor a draft sequence’s campaign to its audience, and find work emails for its contacts who have none. Each waits on its own card.
  • Look up how something works in the help, and what it costs before it runs.
  • Set any filter the Find leads page offers, on a new search or on the search behind a table.
It changes only what you ask for. Good to know lists what it can do in each area.

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Open Chat

Chat sits alone at the top of the sidebar, above Data. The command palette finds it too: press Cmd+K, or Ctrl+K on Windows and Linux. Chat opens on the conversation itself. The clock at the top left, Show conversations, opens the list of the others beside it, and Hide conversations shuts it again.

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Use it on any page

The same AI Assistant is docked on the right of every page, and it behaves the same everywhere. It knows which page you have open, so “this table” means the one in front of you. Hide, in the panel’s AI Assistant actions menu, folds it into a strip whose one button, AI Assistant, brings it back. While it works, each step appears as it finishes, and Stop ends a reply still working.

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Find a conversation

The list holds every conversation you have had, wherever you were when you had it. Search conversations looks through their names and what was said. A row’s menu offers Pin, Rename and Delete, and pinned rows stay at the top. Every conversation in the list opens live, so you can pick any of them up where you left off.

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Delete a conversation

Delete asks once, then withdraws any action still waiting for Approve in it. Anything you already approved stays.

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Good to know

For example, “show me the rows where industry is SaaS or Fintech”. It can:
  • Read rows that match “or” conditions and bracketed groups.
  • Run several columns at once, on the rows you picked.
  • Add rows above or below a row, and make a column wider.
  • Name the colours columns are tinted with, for the whole workspace.
  • Say what depends on a column, then delete it and point what used it at another column.
  • Copy a view and move it among the views. Add or remove one condition, or hide and show columns, and the rest of the view stays as it is.
  • Explain a cell: the prompt the AI saw, and what its credits paid for.
  • Read a table out as CSV in the conversation, filtered and sorted, or only the rows you picked.
  • Refresh a table from its connected tool by fetching every record again, and remove rows whose records were deleted there.
  • Change the time of a table’s refresh schedule or its lead search schedule, or pause and resume one. The rest of the schedule stays as it is.
For example, “wait an hour after the condition is met before Work email runs”. It can:
  • Make a column wait after its condition is met, or stop it running automatically.
  • Refresh a column every so many hours, or stop it refreshing.
  • Give an AI column the whole row, or a JSON output schema.
  • Start an AI column’s research from a URL column, and keep it on that site.
  • Stop a column using its agent, keeping a copy of the agent’s settings on the column.
  • Put a split field into a column you already have. That replaces what the column holds, so it always asks.
  • Run a column group only when a condition holds.
  • Change an export column’s settings, such as the update mode, retries, timeout or requests per minute, and a lookup column’s settings. Editing one never runs it.
For example, “run last month’s fintech CTO search again”. It can:
  • Run a saved search again, or one from the search history. Counting it again is free, and adding its rows to a new table asks first with the price.
  • Read the filters a saved search carries.
  • Price a buying signal search without charging for what the signal already brings back.
For example, “why is nobody at Acme being contacted?”. It can:
  • Tailor a draft again, or put a sequence back on the standard instructions.
  • Show one contact’s history in a sequence, and say why someone is not being contacted.
  • Say how many contacts are still starting after a launch, and how many of their tasks wait for approval.
  • Swap a sequence’s audience table, keeping the contacts already in it where they are or starting them fresh.
  • Choose which columns hold the email address, the LinkedIn URL and the company domain.
  • Send a sequence in each sender’s timezone, or hold every sender to one timezone’s hours.
  • Stop, pause or remove contacts by filter: bounced, opted out, out of office, added since a date, or at one company.
  • Build a sequence for only the rows you picked.
  • Add steps where you say. When the sequence branches, it first asks which path or end gets them, unless you named the step they follow.
  • Name the steps it adds in your words, or rename a step. It never gives two steps the same name.
  • Put steps on a connection request’s Connected or Not accepted branch, give already-connected contacts their own branch, or change how long it waits. A request it adds comes with a withdraw on Not accepted, as on the canvas.
  • Send a follow-up in the thread of an earlier email in the same sequence.
  • Set the prompt the agent writes replies from, or improve one step’s prompt from feedback.
  • Preview a step as it would send from a mailbox you choose.
  • Undo a rating, and say what changed between two versions of the agent.
  • Rank your senders with every rate side by side, and read older activity.
A card that adds steps names them and says where they go, such as “Add Customer example and Break-up after Opener”, never a step number. On a running sequence it says “Goes live when you approve”.With the sequence open on its Builder tab, what it adds or rewrites shows on the canvas at once, with a way to undo it. See Build a sequence.
For example, “duplicate the ICP fit agent and show me its price per row at each effort level”. It can:
  • Duplicate an agent, or save it as a template.
  • Choose which actions an agent may take without asking. That change always asks you first.
  • Show an agent’s price per row at each effort level.
  • Add inputs while making an agent from a template.
  • Read a training example’s reasoning and the sources it used.
  • Add MCP servers to an agent or remove them, and change one header on a server while keeping the others.
  • Empty one section of your business context when you say so, leaving every other section alone.
For example, “what is waiting in Maya’s LinkedIn queue?”. It can:
  • Show a sender’s LinkedIn queue, and cancel steps in it. Approving and rejecting happen in Tasks.
  • Show what went out as a sender, with who approved each email or LinkedIn step or whether it went automatically, and what was rejected in Tasks.
  • Say why a sender’s LinkedIn is waiting and until when, such as the time between steps, a daily limit or the sending window.
  • Set a sender’s timezone, or clear it so Oneprofile detects it again.
  • Send a test LinkedIn message, or withdraw a connection request.
  • Change one of a sender’s daily LinkedIn limits, such as checks of sent connection requests, checks of new connections, inbox checks or conversation reads. The other limits stay as they are.
  • Add mailboxes to a sender or remove them.
  • Delete several senders at once. It refuses while a sequence uses one, and names the sequences.
  • Recheck the mailboxes you name, and say which mailboxes sent on a given day.
  • Say how far an InboxKit mailbox has got in its setup.
For example, “show replies to Maya, leaving out the webinar sequence”. It can:
  • Filter replies by sender, or leave out a sequence, a mailbox or a sender.
  • Mark conversations done, or take the mark off.
  • Mark the contacts of several conversations as do not contact at once.
  • Add labels to a conversation or remove them, keeping its other labels, and give a label an icon.
  • Save an inbox view that keeps unread only, a received within period, a sender and what it leaves out.
  • Narrow the approval queue to one kind, such as pending connection requests. Each task shows the message’s subject and the contact’s title and company.
  • Say when approved steps will run, and what holds them back, such as no browser open for the sender.
  • List the LinkedIn steps that failed, with the reason for each, and retry them.
  • Stop the suggestion to set a cooldown.
  • Turn your own email alerts on or off by name, leaving the rest as they are. An alert sent to someone else can only go to a member of the workspace.
For example, “check every connection except Salesforce”. It can:
  • Reconnect a connection, keeping its environment, region or login domain.
  • Check every connection except the ones you name.
  • Say which connections sync a given kind of record, such as contacts or deals.
  • In the affiliate program, say whether your commission is a launch offer and on what terms, and page back through older invoices and referrals.
CSV, Excel and PDF files, up to 10 MB each and ten to a message. Add files, under Add files and more beside the box, picks them, or drop them on the page.A PDF needs text to read, so a scanned PDF is refused. Export it with selectable text and attach it again. A PDF can run to 500 pages.Ask for a table and it reads the table off the PDF’s pages. A longer PDF takes longer. Every word on a page must land in the table or around it, or no rows are added.It looks for the table on the first three pages with text, so a table that starts later is refused. It also refuses a PDF holding more than one table, and a table in a PDF of more than 100 pages.
A few things are done on the page itself rather than in a conversation:
  • Moving a contact to another sequence. See Choose the audience.
  • Remapping the inputs of a column already deployed from an agent.
  • Exporting to Excel, or saving a file. See Export a file.
  • Choosing the sheet, overriding columns or capping the rows when a file you attach becomes a table.
  • Setting a start date on a search schedule.
  • Creating API keys.
  • Changing its own approval settings, in Settings under AI Assistant.
Most of what the lists above name, from saving a search to launching a sequence or pushing rows to a connected tool. Each change arrives as a card, under any words about it. A priced change carries the most it can cost on its Approve button, and a free one says Free beside it.A card that adds a table shows the table’s name and how many people or companies it adds. It lists every filter, and for most searches a few of the people or companies who match. A run also shows what it usually costs, and says what it was charged once it finishes.Anything on the workspace’s allowed list applies at once, and the rest waits for Approve. See AI Assistant in Settings.The arrow beside Approve allows that kind of change for longer: Approve for this conversation, Approve for this workspace, for me, or Approve for this workspace, for everybody. The menu names the change first, such as New table of people for a search that adds a table. A priced change still asks at your spend threshold, and a card a teammate already approved says so, naming who did.The shield in the conversation’s header, Allowed in this conversation, lists what Runs without asking here, each named as the arrow names it. Take one back from its chip, or click Use workspace defaults.
No. When it edits something, it changes only what you asked for, and everything you did not mention stays as it is. Before this, an edit could switch off or reset a setting nobody had named.An edit’s card lists each change. Open What changes to read each one under Now and Proposed before you approve. An edit that would change nothing is refused rather than raised as a card, and so is one that would leave a table’s search with no filter.
These wait for Approve every time, whatever the workspace or the conversation allows:
  • Sending anything.
  • Removing anything, including an AI column’s outputs or an entry on the do-not-contact list.
  • Stopping contacts in a sequence, or adding contacts to one that is running.
  • Loosening what waits for a person: a sender’s send mode, resuming a paused sender, LinkedIn steps set to run automatically, agent replies switched on, or a sequence’s approval set to follow the sender.
  • Letting an agent act without asking.
  • Rewriting your business context from your website, or rewriting a reference document’s summary.
  • Disconnecting a connected tool.
None of these cards offers to allow the change for longer, and a card that removes something has a red Approve.
It was raised before the AI Assistant changed how it carries out that kind of change, so approving it now would do something the card never showed. Rather than apply it, it was closed with a note asking you to ask again. Ask again and the new card says exactly what changes.
The reply carries on from where it paused, and the conversation keeps what arrives next in view. When a run it started finishes, it posts what filled in, how many rows were skipped, and how many came back with nothing found. It then offers one next step to tap, such as rerunning the rows that failed or came back empty.
It starts shut on every visit, so the conversation gets the room. Show conversations opens it, and on a narrower window it opens over the page and closes again when you pick a conversation.In the docked panel, click the name at its top, AI Assistant on a new conversation, to switch to a recent one. See all conversations, at the foot of that menu, opens this page with the list open.
Yes. Drag the seam down the left edge of the docked panel to make it wider or narrower.Double-click the seam to put the width back. It takes focus too, so the arrow keys move it without a mouse. The width is kept for the next page and the next visit.
A new one, every time you open it: after Hide, after a reload, on your next visit, and when you come back from Chat. The one exception is a conversation still going on, with a reply being written or a card waiting for Approve. The panel opens on that one, on any page.While the panel stays open, each table keeps the conversation you had there, and every other page shares one. A reply still being written stays open when you move to another page. So does a conversation that takes you to a table it just built.New conversation starts a fresh one at any time. Click AI Assistant at the top of the panel to go back to a recent one.
The page’s name and the thing on it, like a table, a sequence or an agent, with the tab or the step you have open. The top of the box you type in names it. On a sequence’s Builder with a step open, it reads like “Q4 Founders · Step 1 · Opener”, so “make this shorter” means that step.It reads that thing’s saved copy, so an edit you have not saved yet is not in it. The step’s number and name are the ones your Builder shows.Each message keeps the page it was sent from. When you move pages, your next message shows where it was sent from above your words.
The work and any spend end within a moment, and the reply reads “Stopped by you”. What was already written is kept as far as it got, with the steps it took folded above it. A stopped reply does not count against the daily allowance.
Yes, in this browser. On a narrow window the panel becomes a sheet at the bottom of the page instead. It starts down, with a corner button that raises it, and once you close it, it stays down on every page until you raise it again.On a laptop-sized window, the sequence Builder folds the panel to give its canvas room. That fold is not saved as your choice, and the strip’s button brings the panel back.
On a window narrower than 1,280px, the docked panel folds the sidebar to icons so the page keeps its room. Close the panel or widen the window and the sidebar comes back as you left it.
Only you. Every conversation is tied to your account, on any device. An older conversation started before that rule says Shared when you point at its row, and stays visible to the whole workspace.
A deleted conversation is removed for good after 30 days. A conversation nobody has touched for a year is removed too.
A free workspace shares a daily allowance of AI Assistant messages across everyone in it, and it resets at midnight UTC. When it is reached, the AI Assistant answers “You have reached today’s limit for the AI Assistant. Come back tomorrow.” A reply that fails or is stopped does not count, and a paid workspace has no cap.
It writes a short plan first, so you can read what it is about to do and stop it early. If your request could mean two things, it asks one question with answers to tap. Under every finished answer it offers next steps to tap, unless a card or a question is still waiting for you.
Your business context, and whatever it looks up while it answers you: your tables and their columns, the rows inside them, your sequences, saved searches and connected tools. It works from the names you use. A name that fits two things gets one question rather than a guess.With no business context written yet, it offers to write one from your website before it adds a column that writes.
They are gone, and this one does what they did. The search builder, the table panel and the agent editor’s rail each kept their own conversations, so work started in one was invisible to the next.Everything they could do is now here, on one history. A bookmark to the old search builder opens the Find leads page instead.

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Next steps

AI Assistant

Add columns, run them, and ask about your rows.

AI Assistant

Search for people and companies, and build the table.

AI Assistant

Set the approval threshold and what it may do without asking.

Business context

Write the company profile Chat answers from.