# Using the AI Assistant in "Edara CRM" > Source: https://help.getedara.com/en/articles/90000045-using-the-ai-assistant-in-edara-crm · Category: Edara CRM › Automation and assistant · العربية: https://help.getedara.com/ar/articles/90000045-%D8%A7%D8%B3%D8%AA%D8%AE%D8%AF%D8%A7%D9%85-%D8%A7%D9%84%D9%85%D8%B3%D8%A7%D8%B9%D8%AF-%D8%A7%D9%84%D8%B0%D9%83%D9%8A-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1 Many everyday questions on a sales team have a quick answer, but take opening more than one page: How much did we win this month? What are my open tasks? Which deals are in Negotiation? The same goes for small changes, like logging a call that just ended or moving a deal to its next stage. The AI Assistant answers these questions straight from your data, with links to the records themselves. And when you ask it for a change, like logging an activity, moving a deal or importing a file, it shows you a card with the change first, and nothing is saved until you approve it. ## Follow the Steps An admin turns the assistant on for the workspace first; then each member asks it about their data and approves the changes it suggests. ### Turning the Assistant On for the Workspace A workspace admin turns the assistant on once, and it shows for every member: 1. From the side menu, click " **Settings** ", then " **AI Assistant** ", and turn on " **Turn on the assistant for this workspace** ". 2. Type the " **Messages per user per day** ", and turn on " **Reuse saved answers** " if you want a repeated question answered from a saved answer. 3. Click " **Save** ". The " **Assistant** " button shows in the top bar for every member of the workspace. ### Asking the Assistant About Your Data Ask the assistant about your pipeline, customers, contacts, activities and reports: 1. Click " **Assistant** " in the top bar, or press Ctrl+J (Cmd+J on a Mac). The assistant panel opens next to the page you are on. 2. Pick a suggestion, like " **How much did we win this month?** ", or type your question in the box and click " **Send** " or press Enter. To start a new line in the message, press Shift+Enter. 3. The answer links to the records it mentions, so click one to open it. While it works, the steps the assistant goes through show above the answer, like "**Reading deals**" or "**Searching the Help Center**". To close the panel, click ×, or press Esc or Ctrl+J again. - **How-to questions** : like " **How do I add a custom field to deals?** ", answered with the steps and a button that opens the page you need, like " **Open "Custom Fields"** ". - **Saved answers** : when the same question comes again, the saved answer shows with " **Saved answer** " and its time. Click " **Refresh** " for a new answer from your current data. - **Outside CRM work** : if you ask about something unrelated to deals, customers, contacts, activities and reports, the assistant apologizes and doesn't answer. ### Approving or Declining Changes Ask the assistant for a change in your own words, like logging a call or moving a deal to another stage: 1. Type your request, like " **Move the Sanabel deal to the Demo stage** ", and click " **Send** ". 2. A card shows the change and its details, with " **What the assistant says this does** " below. Review it, then click " **Approve** " or " **Decline** ". 3. Once you approve, the change is saved and the card shows " **Saved** ", so click " **Open** " to see the record. > **Note:** No change is saved before you approve it. If you type a new message before answering the card, the change is canceled and the card shows "**Expired**". If the change needs more attention, like changing several records at once or moving records to Trash, the card shows a warning about it before you approve. ### Attaching Files and Importing Contacts You can attach a file to your message for the assistant to read, like a photo of a business card or a proposal, or an Excel file to import what is in it: 1. Click " **Attach files** " and pick the file. You can attach up to 3 files to one message. 2. Type your request, like " **Import the contacts in this file** ", and click " **Send** ". The import card shows how the columns map and the counts of " **Rows in the file** ", " **New records** ", records " **Already in the CRM** " and rows with errors. 3. Click " **Approve** ". The new records are created, and the import skips the existing ones and the rows with errors. To undo the import, type "**Undo this import**", and a card shows that moves the contacts the import created to Trash once you approve. - **Accepted files** : images (JPG, PNG, WebP and GIF) up to 3.5 MB, and PDF, CSV and Excel up to 5 MB. - **Import limits** : up to 5,000 rows in the file, and you can undo it within 24 hours. - **Exporting a list to a file** : ask, for example, " **Give me the contacts in Cairo as an Excel file** ", and it prepares the file with a download link that works for 24 hours. For lists over 20,000 rows, use " **Export** " on the list page itself. ### Sending a Voice Note Instead of typing, you can say your request: 1. Pick the voice language from the button next to the mic, then click " **Record a voice note** " and speak. 2. Click " **Stop recording** ". What you said shows as text in the message box. 3. Check the text and edit it if needed, then click " **Send** ". > **Note:** A voice note can be up to 2 minutes, and it is never sent on its own: you see it as text first, then send it yourself. ### Chat History and the Full Page All your chats with the assistant are kept, so you can go back to them: 1. Click " **Chat history** " in the panel header. Chats are grouped into " **Today** ", " **Yesterday** ", " **Last 7 days** " and " **Older** ", and " **Load more** " shows older ones. 2. Search in " **Search chats** ", and click a chat to open it. 3. For more room, click " **Open full page** ", and the history shows in a column next to the chat. To go back, click " **Collapse to side panel** ". To start over, click "**New chat**", and the current chat moves to the history. To delete a chat, click the delete icon next to it, then "**Delete**". > **Note:** Deleting a chat is permanent, and it can't be restored. ### The Daily Message Limit Each user has a number of messages a day, set by the admin in "**Messages per user per day**", and what is left shows at the bottom of the panel, like "**12 messages left today**". When it runs out, a message says so, and the count frees up over 24 hours. ### What the Assistant Can and Can't Do The assistant is made for your work in **"Edara CRM"**: - **It can** : answer about your deals, customers, contacts, activities and reports, explain how to use the pages, log activities, update deals and import contacts once you approve, and prepare lists as files. - **It can't** : save any change without your approval, or answer questions outside CRM work. > **Note:** AI can make mistakes, which is why "**AI can make mistakes — check important figures.**" shows at the bottom of the panel, so check important figures before you rely on them. ## Important Things to Know - The " **Assistant** " button only shows once an admin turns it on in " **Settings** ", then " **AI Assistant** ". - Every change the assistant makes for you shows in a card first, and isn't saved until you click " **Approve** ". - To import and export data from its own pages, see [Importing and Exporting Data and Restoring Deleted Records in "Edara CRM"](https://help.getedara.com/en/articles/90000049-importing-and-exporting-data-and-restoring-deleted-records-in-edara-crm) . ## Try It Yourself Sample data — it doesn't affect any real data. Open the assistant and pick a suggestion, or click the message box to fill it, then "Send", and try approving a card, attaching, the mic and the chat history. ## You May Be Wondering **Why doesn't the assistant button show in the top bar?** Because the assistant isn't turned on for the workspace yet. An admin turns it on in "Settings", then "AI Assistant", then "Save". **Does the assistant change my data without me knowing?** No, every change shows in a card first, and isn't saved until you click "Approve". If you type a new message before answering, the change is canceled. **I imported a file by mistake. How do I undo it?** Type "Undo this import" to the assistant within 24 hours of the import, then click "Approve", and the contacts it created move to Trash. **Why did I get an old answer to my question?** Because it is a "Saved answer" to a question asked before. Click "Refresh" for a new answer from your current data.