Meet your AI-powered personal assistant, available to automate workflows, complete actions, and offer answers on all things Upsales-related.

Contact us to add AI workspace to your plan. Then click AI in the menu to open your AI Workspace:

Administrators always have access. Other users only see AI in the menu once an administrator has given them access, see Settings.

What your personal assistant can help with

The sidebar contains three main sections to use, all with your real-time Upsales data.

Inbox

You'll find a couple of messages with ideas for where to get started. Click New chat in the sidebar to write a new message, or click one of the existing prompts: 

Routines

• Click a tab to set up a scheduled event, event, or webhook and then click New:
  
  
   

• Either select one of the suggestions, or manually enter your prompt. Include whether it should run on a schedule or be triggered by an event recorded in Upsales:
  
  

   

Agents

You can create and edit agents to fulfill whatever function you need within Upsales. Administrators and users with Can create agents can add agents. You can edit your own personal agents, and administrators can edit all agents. By default, the Upsales Personal Assistant appears as your Lead agent, acting as the second-in-command.  

Click the Org chart tab to view the current agent hierarchy in your account:

By default, agents are only available to you. Administrators can make one of their own personal agents available to everyone in the organisation by clicking Make org-wide on the agent page. This is not available for the Lead agent.

1. Click an agent to view its role and permissions. To adjust the settings, click Open agent page:
   
   
    
2. Select a tab to view and edit:
   - Identity: Add a name and role
   - Mission: The agent's job description
   - Context: Add any files, documents, or add notes for the agent to refer to (PDF, Excel, CSV, images, URLs and plain text, up to 25 MB per item)
   - Memory: As you interact with the agent, these are stored for the agent to learn from. For example your tone of voice in communications and your main objectives with Upsales
   - Routines: Any routines added that impact the agent's activity
   - Dreams (Lead agent only): Turn on Enable nightly dream log to have the assistant re-read your recent activity each night and write a short log of patterns it finds. It only runs on nights you used the assistant
   - Permissions: Set the agent's level of autonomy, including access levels and monthly credit. Click Add something now to expand the permissions, by first selecting the activity (for example a to-do), and then its scope (for example, to create a to-do):
   
   - Chat: View the agent's profile and capabilities, and use the prompt box/message input box for conversations

Settings

Click AI in the menu, then Settings (the cog on the right). Administrators see:

• Usage and Activity: AI credit use and the agents' runs.
• Access & limits: The monthly credit allocation and per-user limits, and for each user the Can access AI workspace and Can create agents checkboxes. Administrators always have both.
• Knowledge, Connections and Skills: Knowledge shared by all agents, connections to external tools, and the skills agents can use.

Other users see Usage and Skills.

When the organisation has used all its AI credits for the month, agents stop until credits reset on the 1st. An administrator can raise the monthly limit under Access & limits.