> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useinvent.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask Invent

> Chat with an AI that knows your organization and can work in it, and that asks you before it changes things

**Ask Invent** is a chat with an AI that works inside your organization. Ask it a question about your inbox, contacts or tables, or hand it a job, like "create a table for our orders" or "assign every open refund conversation to Ana". It reads your data, uses the apps you connect, and asks you before it makes a change.

## Where to find it

On a computer, **Home** in the sidebar is Ask Invent. It opens on **What would you like to do?** with a message box, suggestions by area (Inbox, Assistants, Broadcasts, Audience, Knowledge, Agents and Tables) and, under **For you**, things that need you, like conversations that need a human.

![Ask Invent on Home, with the message box, suggestions by area and the For you list](https://mintcdn.com/invent/a0ycdRbi8sAzLKlK/assets/guides/ask-invent-home.png?fit=max\&auto=format\&n=a0ycdRbi8sAzLKlK\&q=85\&s=b5eaa92de5893948022a9de534977bc6)

You can also reach it from:

* **An Inbox conversation**: the panel next to the conversation has an **Ask Invent** tab, with suggestions like **Summarize this conversation** and **Draft a reply**.
* **Search**: type a question in the search and pick **Ask Invent** to start a chat with it.

Use the layout button in the chat header to show the chat as a **Sidebar**, **Floating** or **Full screen**.

On a phone, **Home** shows the dashboard instead.

> [!NOTE]
>
> On your own domain, the chat is called **Ask AI** and never shows the Invent name.

## What you can ask

Ask Invent can do what you can do in the app, in plain words. A few examples:

| Area | What you can ask |
| :- | :- |
| **Inbox** | Catch up on what's waiting, find a conversation, reply to a customer, add a private note, assign, resolve or reopen conversations, pause AI replies |
| **Contacts** | Find, update, merge or delete contacts, add them to segments, create a segment, import a CSV |
| **Tables** | Create a table with its fields and views, add, update or search records, count and sum them. It picks an icon and color for each new table, view and field, and changes them when you ask |
| **Assistants** | Create an assistant, review its instructions, connect a channel, add actions, link knowledge, set its picture from a file you send |
| **Agents** | Create an agent, change its instructions, picture or look (emoji or icon, face shape and color), start a run, see what your agents did lately |
| **Routines** | "Every Monday at 9, send me a summary of last week's conversations." It sets up the [routine](https://docs.useinvent.com/agents/routines.md) for you |
| **Broadcasts** | Draft a campaign, pick a segment, schedule it, check how the last one did |
| **Knowledge** | Check what's indexed, add a website, files or FAQs, test an answer |
| **Analytics** | Response times, CSAT, team and assistant performance |
| **Team** | See members, invite someone, assign roles |
| **Billing** | Your balance, this month's spend by member, agent, assistant or model, and spending limits |
| **Your apps** | Use the apps you connected, like Gmail, HubSpot or Google Sheets, and ask you to connect one it needs |
| **Reminders** | "Remind me tomorrow at 10 to check the Acme order." Reminders show in [Tasks](https://docs.useinvent.com/guides/tasks.md) under **Coming up** |

Not sure where to start? Click **What can you do?** in the suggestions.

> [!NOTE]
>
> Ask Invent acts as you. It can only do what your role allows: if you can't manage assistants, it can't either. Billing questions need a member who manages billing. Agent questions need [Agents](https://docs.useinvent.com/agents/introduction.md) in your organization.

## Approvals

Before a change, Ask Invent shows an approval card with what it wants to do. Click **Yes** to go ahead or **No** to stop. When it has several changes ready at once, answer each one, or click **Yes to all**, then **Confirm**.

![An Ask Invent chat where the AI created a table, then asks for approval before deleting it, with Yes and No buttons](https://mintcdn.com/invent/a0ycdRbi8sAzLKlK/assets/guides/ask-invent-approval.png?fit=max\&auto=format\&n=a0ycdRbi8sAzLKlK\&q=85\&s=2b5500e02089143e58e0522173d17229)

A big change on many items comes as one card. Delete 200 conversations, or assign and resolve a list of them, and you approve it once, for up to 1,000 items.

### Approval Mode

Choose how often it asks. In the message box, click the model button, then **Approval Mode**:

| Mode | What it does |
| :- | :- |
| **Ask when needed** | The AI decides when to ask. This is the default |
| **Always ask** | Always asks before making changes |
| **Never ask** | Makes changes without asking |

Some changes always ask, whatever the mode. For example: deleting a table, a field, an assistant, an agent or a knowledge source, scheduling a broadcast, inviting a member or changing roles, changing spending limits, and connecting or removing an app.

If you don't answer, the approval waits for you in [Tasks](https://docs.useinvent.com/guides/tasks.md). If you haven't seen it, you also get an email and a push notification.

## Questions and answers

When Ask Invent needs something from you, it asks in the chat:

* **A yes or no question**: click **Yes** or **No**.
* **A few questions**: pick an option or type your own in **Something else…**, then **Next** and **Submit**. **Skip all** skips them.
* **An app to connect**: click **Connect**, or **No** if you don't want to.
* **Files to share**: for Google Drive or Sheets, click **Choose** and pick the files or folders.

You can always just type a reply instead. A typed reply answers the question too.

Once answered, the card keeps the question and shows the answer in a pill, with the picture of who answered. Hover it to see their name. In a shared chat, this tells everyone who decided.

## Tag things with @ and /

In the message box, type `@` to point at something exact:

* Members and agents show up right away.
* Type a name to also find routines, tables, contacts, assistants and records.

The tag tells Ask Invent exactly which one you mean, so "assign this conversation to @Ana" never picks the wrong person.

Type `/` in an empty message box for the same menu, plus **Add photos and files**.

## Your chats

Every chat is saved. To find one:

* In the sidebar, switch from **Menu** to **Chats** at the top. You see **New chat** and your past chats. If you manage agents, they show there too.
* In a chat, click its title at the top for **New chat**, **Talk to an agent**, your pinned chats and your recent ones.

From the chat's options menu you can pin it or delete it. **Delete all my chats**, in **Account → Chats**, removes all your chats in that organization.

### Private or shared

A new chat is private: only you can see it. To bring in teammates, click **Share this chat**:

* **Add people…** adds members to the chat.
* **Visibility** sets who else can open its link: **Only people in this chat**, anyone at your organization can read, or anyone at your organization can write.

Only people in your organization can open a shared chat.

## Who can use it

Every member of the organization can use Ask Invent. What it can do for each person follows their role.

Ask Invent is a module. An admin can turn it off in **Modules**. Then **Home** shows the dashboard, and **Tasks** and **Routines** are hidden too, since they come with Ask Invent.

## Billing

Ask Invent uses AI, so each reply is paid from your organization's balance, like your assistants' replies. A reply costs what it uses: the model, and how much it reads and does. A quick question costs less than a job that goes through hundreds of records.

What you spend counts toward your member limit if your organization set one. See [Pricing and plans](https://docs.useinvent.com/guides/pricing-and-plans.md).

## FAQ

> [accordion] Can Ask Invent message my customers?
>
> Yes, when you ask it to reply in an Inbox conversation. Set **Approval Mode** to **Always ask** if you want to approve every reply first.

> [accordion] It says it can't do something
>
> Your role may not allow it, the module may be off, or the app it needs is not connected. It asks you to connect an app when that is the only thing missing.

> [accordion] Can I talk to one of my agents here?
>
> Yes. Click the chat title, then **Talk to an agent**, and pick one to start a chat with it. See [Agents](https://docs.useinvent.com/agents/introduction.md).

> [accordion] Where are approvals I missed?
>
> In [Tasks](https://docs.useinvent.com/guides/tasks.md), under **Needs you**. What you already answered is under **Responses**.

> [accordion] Can my team see my chats?
>
> No, unless you share them. A new chat is private.

> [accordion] Can it work with my tables?
>
> Yes. It can create tables and views, and add, change or search records. See [Tables](https://docs.useinvent.com/guides/tables.md).


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