Chat with kaylin

In Chat, ask the way you'd ask a teammate: "Who called yesterday?", "Draft a reply to Dan's email", "Remember that we're closed on the 4th". Your chats are your own; teammates don't see them.

In your first chat, kaylin offers a daily brief: tap Send me a daily brief and every weekday morning kaylin writes you a short rundown. Change its time or turn it off in Autopilot.

Point kaylin at something

Type @ to mention a contact, a call, a playbook or a knowledge file, so kaylin uses exactly that one.

Add a photo or file

Press the paperclip, paste, or drop a photo, PDF, Word (.docx), Markdown or text file into the message (up to 5 files, 10 MB each). Tap a file, before or after you send it, to open it larger. kaylin reads it, and still sees your latest few as the chat goes on. Ask kaylin to draft or change something and it can give you a new Word, Markdown or text file, which you can open, download or put on an email. A remade Word file keeps the words, headings and lists, not the original's fonts, letterhead or images. Only you can open the files you add, and they're removed when you delete the chat.

Ask kaylin to do it

Ask kaylin to text a customer, send an email, add or move a meeting, make an invoice, book a customer's appointment or place a call. Your ask is the OK: it's done right away and the card shows what the app did, in its own words. kaylin does only what you asked; if you ask for something that covers several things you didn't name, like "email everyone who owes us", it lists them first and does it once you say which. If it would go to someone you didn't name after kaylin read other people's details for it, it's a card for you to check first, with why; by text or on a call kaylin asks who it's for.

With your own tools and apps, one that can delete, refund, move money or change access runs once a reply; any more wait on a card for you to check. On a tool or app a teammate shares with you, their switches are the terms: what they've switched On happens when you ask; what's Off, and anything that can delete, refund, move money or change access, waits for them or an owner or admin, who see it under Asked of you on Waiting for you.

Texts only go to people who agreed, never after a STOP, and only in texting hours. A call goes right away when it's 8 AM to 9 PM where the person is, unless owners and admins approve members' calls.

You can also ask kaylin what's waiting for you, then send, approve or dismiss it right in the chat.

What kaylin does in Chat is listed in Settings → Activity. Owners and admins see what's about the workspace, like texts, calls, bookings and Zoho Books; your own email and calendar stay yours.

kaylin's chat model

Owners and admins press kaylin's chat model in Settings → Workspace settings and pick Fast, Balanced or Most capable. Faster models use fewer credits.

Questions about kaylin itself

For how-to questions, like how to forward your number, ask under Ask kaylin at the top of Help. It's free and doesn't use credits.