AI chat
Ask questions in chat and pull operational context from workspace data.
Workspace AI
Ask AI, compose, rewrite, translate, and knowledge search
Workspace AI helps teams write faster, find context, and work from a shared knowledge base instead of scattered notes.
- 01
- Use Ask AI and semantic knowledge search to find operational context.
- 02
- Compose, rewrite, and translate client-facing communication.
- 03
- Use plan-based AI token allowances that scale with your team.
AI workspace assistant
What is an AI workspace assistant?
An AI workspace assistant helps people find, summarize, write, and transform information inside the system where work happens. Workspace369 combines AI chat, knowledge search, drafting, rewriting, translation, summaries, and automation support with connected workspace context.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the AI and communication documentationWhat it covers
AI where the context already lives.
Workspace AI combines chat, knowledge search, writing, translation, and summaries with connected workspace context.
Knowledge search
Use semantic search to find answers across the shared knowledge base.
Compose and rewrite
Compose and rewrite client-facing messages inside the communication flow.
Translation
Translate client communication while keeping the draft close to the record.
Summaries
Summarize long context into a useful next step for the team.
Built into the operating flow
Move from first signal to completed work with context intact.
AI connects with communication, knowledge base content, notes, automations, and workspace data.
- 01
Start with the right record
Use Ask AI and semantic knowledge search to find operational context.
- 02
Move the work forward
Compose, rewrite, and translate client-facing communication.
- 03
Keep the result visible
Use plan-based AI token allowances that scale with your team.
Inside Workspace369
See how the feature fits into day-to-day work.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Use Ask AI and semantic knowledge search to find operational context.
Workspace AI helps teams write faster, find context, and work from a shared knowledge base instead of scattered notes.
Product view 02
Compose, rewrite, and translate client-facing communication.
AI connects with communication, knowledge base content, notes, automations, and workspace data.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Product view 03
Use plan-based AI token allowances that scale with your team.
Use AI where the actual client and job context lives.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Examples
AI workflows teams repeat.
These examples show how AI assists work already happening in the workspace. They are product workflows, not promised business outcomes.
Draft a Client Reply
- 1Client message needs a considered reply
- 2Compose a draft with AI in the thread
- 3Rewrite the draft for tone and clarity
- 4Review the result before sending
- 5Send the approved reply to the client
Find and Keep an Answer
- 1Question comes up about a client or process
- 2Ask AI with workspace context attached
- 3Check the answer against knowledge search results
- 4Summarize the relevant details for the team
- 5Save the result as a note on the record
Common operating scenarios
Use AI where the team already keeps operational context.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Find an answer across workspace knowledge
Use Ask AI and semantic knowledge search to retrieve relevant information from the shared knowledge available to the workspace instead of manually scanning scattered notes.
Draft and refine client communication
Compose, rewrite, and translate messages while working in the communication flow, then let a person review the result before it is sent.
Turn long context into a useful next step
Summarize the information a team needs to act on and keep the resulting draft, note, or workflow close to the record that prompted it.
Where it connects
One record can carry the work forward.
AI connects with communication, knowledge base content, notes, automations, and workspace data.
Common questions
Workspace AI questions
What can Workspace AI help with?
Workspace AI supports chat, semantic knowledge search, drafting, rewriting, translation, summaries, communication assistance, and automation-related workflows within Workspace369.
Does Workspace AI replace human review?
No. AI output should be reviewed by the user responsible for the work, especially before client communication, financial decisions, or workflow actions are finalized.
Is AI usage included in every Workspace369 plan?
AI availability and usage allowances vary by plan. The pricing page shows the current plan-level access and token allowances.
Work from one connected system
Bring this workflow into the rest of Workspace369.
Start free and bring this workflow into the rest of your workspace.