AI Assistant

Native Intelligence includes an AI assistant powered by Claude that has deep access to your workspace. It can read, search, create, and update your data through 22+ integrated tools.

Chat Interface

Open the AI assistant from the sidebar chat panel. Conversations are saved so you can pick up where you left off.

Choosing its model

By default (Auto) your assistant runs on Claude Haiku 5.5, which is fast and inexpensive. For harder work it starts helpers on stronger models, such as Claude Sonnet 5.5 for code.

To run it on another model, open Settings → Preferences → Assistant → Model and pick one: Claude Opus 5.5, Claude Sonnet 5.5, GPT-5.6 Terra, GPT-5.6 Luna or DeepSeek V4 Flash. Your pick applies from the assistant's next reply wherever you talk to it: the web and desktop apps, the iPhone app, Slack and text messages. The assistant still picks the model for each helper it starts.

• Claude Opus 5.5, Claude Sonnet 5.5 and GPT-5.6 Terra need a paid plan. Without one, your assistant runs on Auto.
• On your ChatGPT plan, your assistant always runs on that plan's model, so there is nothing to pick.
• A stronger model uses your monthly allowance faster.

Search with /, attach with @

Both menus find the same things: people, companies, actions, docs, projects, initiatives, captures and skills. Search also finds pages and agents. What you type searches every kind, and the best match is on top.

Search (/) opens what you pick. Press / anywhere outside a text field, press ⌘K, or click the search button next to Home. The search panel opens in the middle of the screen. Picking an action, doc, person or page opens it. Picking a skill arms it for your next message.

• Type an action's ID, like GEN-42, to jump straight to it.
• Press / again, Esc or ⌘K to close the panel.

Attach (@) adds what you pick to your message. Type @ in any chat box. Picking a person, company, capture, action, doc, project or initiative attaches it, so the assistant reads it with your message (@GEN-42 what's left on this?). Picking a skill arms it for the message. In a chat box, / is just a character (/compact on its own is the one exception: see below).

• ↑ ↓ move, Enter picks, Esc closes (what you typed stays in the box).
• Tab and Shift+Tab switch between the kinds that found something.

Context and compacting

The Context card in the side panel (⌘\) shows how much of the conversation's room the assistant is using: the share used, and how it splits between your messages, the assistant's instructions, its tools, your skills and what it remembers about you. The figures update after each reply.

Long conversations compact on their own: once a conversation passes 150k and you pause, the assistant summarizes it, and your next message starts from the summary. Your messages stay in the chat; only what the assistant re-reads gets shorter.

To compact now, click Compact now on the card, or send /compact on its own in the chat box. It runs between replies, not while one is being written.

Workspace Tools

The AI has access to tools organized across your workspace:

Captures & Meetings

• List, search, and read captures (text and semantic search)
• Create and update captures
• Process captures to extract actions and decisions
• Get extracted items from processed captures
• Edit capture content

Actions & Tasks

• List, create, update, and complete actions
• Get AI-suggested actions from captures
• Confirm or dismiss AI-suggested actions
• Batch-create multiple actions at once

Projects & Milestones

• List projects with context (description, members, milestones)
• Create and update projects
• List, create, and update milestones

Documents

• List, search, read, create, and update documents
• Edit document content directly

Email

• List and read email threads
• Search emails (with workspace context enrichment)
• Create and manage email drafts
• Generate AI-drafted replies using meeting and contact context
• Get email summaries (unread counts, needs-reply, pending drafts)

Contacts & CRM

• Search and list contacts
• Get detailed contact profiles with interaction history
• Get company overviews
• Create and update contacts

Calendar

• Get calendar events
• Create, update, and delete events
• Sync calendars
• Get upcoming meetings and meeting prep context
• Create captures from calendar events
• Draft follow-up emails from meetings

Decisions

• List, create, confirm, and dismiss decisions extracted from captures

Dashboard & Search

• Get a dashboard summary (assigned actions, overdue items, active cycles, project health)
• Unified search across all entity types

Skills

Customize the AI's behavior with Skills — saved configurations that change how the assistant responds.

What Skills Control

• System prompt — Custom instructions for the AI's behavior
• Tool access — Enable all tools, disable all, or select specific ones
• Response style — Format, tone, citation preferences
• Standing instructions — Persistent rules the AI follows

Using Skills

Pick a skill with @ in any chat box (e.g., @project manager), or from search (/ or ⌘K). It arms your next message, which goes out with the skill's playbook.

Built-in Meeting Types

Capture processing uses Meeting Types to customize extraction:

• Meeting — General meetings (actions, decisions, summary)
• Brainstorm — Idea sessions (ideas, next steps)
• Standup — Daily standups (updates, blockers, commitments)
• Sales Call — Customer conversations (objections, commitments, follow-ups)
• Idea — Quick thought capture

Create custom Skills, Agents, and Meeting Types from the Library tab in the dashboard.

Capture Processing

When a capture is processed, the AI:

1. Analyzes the transcript using the capture's Meeting Type
2. Extracts action items with titles, descriptions, and suggested assignees
3. Extracts decisions — statements where the group agreed on something
4. High-confidence extractions (≥80%) are auto-confirmed
5. Lower-confidence items are flagged for human review in the dashboard

Email Drafting

The AI generates contextual email drafts by pulling from:

• The email thread being replied to
• Related captures and meeting transcripts
• Contact and company information
• Relevant actions and projects

Drafts are always saved for review — the AI never sends emails automatically.

Chat History

Conversations are persisted and accessible from the chat panel. Each conversation maintains its full message history and context.