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What can the connected AI do for the company?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Open AI connections

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

The same company operations from chat

A connected AI assistant uses the same signed-in identity, company role, website access, and enabled modules as the dashboard. Ask in plain language; the assistant searches the live capability catalog and uses the exact platform tool.

Good first requests

  • “Show my company profile and my role”
  • “List my unread notifications”
  • “Show this month’s business calendar”
  • “Create a task for me to follow up with this customer tomorrow”
  • “Create a proposal linked to this deal”
  • “Add this procedure to organizational knowledge and link it to the task”
  • “Which modules are active for this website?”

Read-only actions can run immediately. Any action that changes data, sends information, publishes content, or affects another person pauses for explicit approval.

Tip: If a capability is documented but missing from an older connector, disconnect and reconnect it so the client refreshes the tool catalog.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.