# AI documentation

> Mo and the AI team, the knowledge base, AI mail, calendar, the cloud phone, texting, chat bots and the meeting notetaker. Every capability, where it lives in Automo and how to use it.

Mo and the AI team, the knowledge base, AI mail, calendar, the cloud phone, texting, chat bots and the meeting notetaker.

58 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at [automo.ai](https://automo.ai) to try any of them; the Free plan needs no credit card.

- Capabilities (41)
- Tools inside the editors and the PDF suite (5)
- Where things are in the menus (12)

## Capabilities

What you can do, product by product.

### AI hub

The control panel for AI across the workspace, what’s switched on, what it’s costing, and where it’s being used.

- **Where:** AI → AI Hub
- **How:** Open AI → AI Hub.
- **Opens at:** `/ops/ai-hub` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Also known as:** ai settings, ai dashboard, ai usage

### Ask AI

A conversational assistant grounded in your workspace, ask a question and get an answer with citations to your own content.

- **Where:** AI → Ask AI
- **How:** Open AI → Ask AI and type a question.
- **Opens at:** `/intelligence/brain/chat` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Also known as:** chatgpt, assistant, ask a question, ai chat

### AI credits and usage tracking

Every AI action draws from a credit balance you can see, top up and attribute per surface.

- **Where:** AI → AI Hub → Credits (and Settings → Billing)
- **How:** Check the balance in AI Hub; top up from Billing.
- **Opens at:** `/ops/ai-hub` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Also known as:** how much ai left, top up credits, ai cost

### Bring your own AI keys

Point AI features at your own provider keys instead of the platform pool.

- **Where:** AI → AI Hub → BYOK settings
- **How:** Open the BYOK settings and paste your provider key.
- **Opens at:** `/ops/ai-hub` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Who can use it:** Admins
- **You also need:** Your own model provider API key
- **Also known as:** own api key, openai key, byok

### Knowledge base

Your company wiki, pages, folders and uploaded documents, indexed so AI can answer from them.

- **Where:** AI → Knowledge Base
- **How:** Open AI → Knowledge Base and create a page or upload documents.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Replaces:** Notion / Guru
- **Also known as:** wiki, documentation, company handbook, internal docs

### Personal (private) knowledge base

Your own private space in the knowledge base that only you can see. AI uses it to answer as if it knows you, your role, your projects, your preferences, without exposing any of it to the workspace.

- **Where:** AI → Knowledge Base → My Private Knowledge (in the left tree)
- **How:** Open the Knowledge Base, choose My Private Knowledge, then create it and add pages, or let the “interview me” flow fill it in by asking you questions.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** personal knowledge base, private knowledge base, my own notes for ai, private notes, interview me, personal ai memory, about me

1. Open AI → Knowledge Base.
2. In the left tree, choose “My Private Knowledge”.
3. Create your private knowledge base when prompted.
4. Either add pages yourself, or start the guided interview and answer the questions, the answers are saved as private pages.
5. Ask AI a question: it now draws on your private pages as well as workspace content, and nobody else can see them.

### Knowledge base permissions

Control who can see and edit each part of the knowledge tree, so HR and finance content stays where it belongs.

- **Where:** AI → Knowledge Base → page or folder → Permissions
- **How:** Open a page or folder and set its access.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Who can use it:** Admins and page owners
- **Also known as:** restrict wiki, who can read, private pages

### Workspace glossary

Teach AI how your company spells its names, products and jargon, so meeting transcripts, notes and AI answers get them right everywhere.

- **Where:** AI → Knowledge Base → Glossary
- **How:** Open the Knowledge Base, choose Glossary in the toolbar, then add terms or accept suggested ones.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** custom vocabulary, transcription spelling, transcription terms, mis-heard names, company jargon, glossary

### Import documents into the knowledge base

Upload files or paste exports so existing documentation becomes searchable and AI-answerable, including Apple Notes exports, which Apple does not allow to be pulled directly.

- **Where:** AI → Knowledge Base → Import
- **How:** Open Import, upload the files, and let indexing finish.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** upload documents, import notes, apple notes, icloud notes, bring in our docs

### Workspace glossary

The names, products and spellings your team uses, kept in one list so meeting transcripts and AI writing always get them right. Anyone can suggest a term; admins approve it.

- **Where:** AI → Knowledge Base → Glossary
- **How:** Open the Knowledge Base, click Glossary, then add a term or review suggestions.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** glossary, vocabulary, custom vocabulary, terminology, spelling list, company terms

### AI search

Ask a question in the search box instead of guessing keywords, it searches records and knowledge together and answers in plain language.

- **Where:** Top bar search (⌘K) → AI Search tab
- **How:** Press ⌘K, switch to the AI Search tab, then ask.
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** semantic search, ask instead of search, find anything

### Email client

A full mail client inside the platform, connect your mailbox, read and reply, with AI drafting and CRM context on every thread.

- **Where:** Comms → Email (personal inbox at Home → My Mail)
- **How:** Open My Mail from the Home sidebar, or Email from the Comms icon, and connect a mailbox.
- **Opens at:** `/intelligence/mail` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **You also need:** A connected mailbox (Google, Microsoft or IMAP)
- **Also known as:** inbox, gmail, outlook, read email, reply

### Unified inbox

Mail, chat, tickets and notifications collected into one place so nothing needs a second app.

- **Where:** Home → My Mail
- **How:** Open Home → My Mail.
- **Opens at:** `/intelligence/inbox` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** everything inbox, my messages, catch up

### Calendar

Your calendar with two-way Google sync, plus best-effort Apple/iCloud via CalDAV, and meetings linked to CRM records.

- **Where:** Home → My Calendar
- **How:** Open My Calendar and connect a calendar account.
- **Opens at:** `/intelligence/calendar` in your workspace
- **Apps:** available when one of these apps is on: `email`, `meetings`
- **You also need:** A connected calendar account
- **Also known as:** meetings, schedule, google calendar, icloud calendar, team calendar, shared calendar, free busy, find free time, availability, world clocks

### Contact sync (Google, Microsoft, Apple)

Keep your address book in step with the platform, Google and Microsoft over OAuth, Apple/iCloud over CardDAV with an app-specific password.

- **Where:** Home → My Space → My Contacts → Connect & sync
- **How:** Open My Contacts, choose Connect & sync, and connect the provider you use.
- **Opens at:** `/intelligence/contacts` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **You also need:** The provider account you want to sync
- **Also known as:** sync contacts, google contacts, outlook contacts

### Import and sync Apple (iCloud) contacts

Pull your iCloud address book in over CardDAV so your iPhone contacts show up here. Apple doesn’t offer OAuth for this, so it uses an app-specific password you generate at Apple.

- **Where:** Home → My Space → My Contacts → Connect & sync → Apple Contacts (iCloud)
- **How:** Generate an app-specific password in your Apple account, then paste it with your Apple ID into the Apple Contacts tile.
- **Opens at:** `/intelligence/contacts` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **You also need:** An Apple ID with an app-specific password
- **Also known as:** apple contacts, icloud contacts, iphone contacts, import contacts from my phone, carddav, sync my iphone address book

1. Go to account.apple.com and generate an app-specific password for Automo.
2. In the platform, open My Contacts, choose Connect & sync, and find the Apple Contacts (iCloud) tile.
3. Enter your Apple ID and the app-specific password.
4. Run the sync, your iCloud vCards are pulled in as contacts.
5. iPhone contacts live in iCloud, so connecting Apple Contacts is how you get the contacts off your phone.

### Email signatures

Branded signatures per mailbox, including shared team addresses.

- **Where:** Comms → Email → Settings → Signatures
- **How:** Open signature settings and create one per mailbox.
- **Opens at:** `/intelligence/mail` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** signature, footer, sign off

### Schedule send and snooze

Send a message later, or push it out of the inbox until you actually need it.

- **Where:** Comms → Email → compose / message actions
- **How:** Use the schedule control in the composer, or snooze from the message row.
- **Opens at:** `/intelligence/mail` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** send later, snooze email, remind me

### Cloud phone

Make and take business calls in the browser, no desk phone, with CRM context popping up when the phone rings.

- **Where:** Comms → Phone
- **How:** Open Phone from the Comms icon in the top right, buy or adopt a number, then call from the dialler.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **You also need:** A phone number provisioned in-app
- **Replaces:** Aircall
- **Also known as:** softphone, make a call, phone system, voip

1. Open Phone from the Comms icon in the top right.
2. Buy a number in-app, or adopt one you already own.
3. Complete the carrier registration (A2P 10DLC or the local equivalent) if you’ll also text.
4. Set business hours, ring groups and voicemail.
5. Call from the dialler, or click a phone number anywhere in the CRM.

### Power dialler

Work a call list end to end with auto-advance and one-click dispositions.

- **Where:** Comms → Phone → Dialler
- **How:** Load a list into the dialler and start the session.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **Replaces:** Kixie
- **Also known as:** auto dialer, autodialer, autodialler, power dialer, power dialler, call list, outbound calling

### Ring groups, business hours and voicemail

Route calls to the right team, fall back after hours, and get voicemail transcribed.

- **Where:** Comms → Phone → Settings
- **How:** Configure ring groups, hours and voicemail in phone settings.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **Who can use it:** Admins
- **Also known as:** call routing, out of hours, voicemail transcription

### AI voice receptionist

An AI answers the phone, handles the routine calls, and warm-transfers a live caller to a human when it should.

- **Where:** Comms → Phone → AI receptionist
- **How:** Enable the AI receptionist and set its script and transfer rules.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **Who can use it:** Admins
- **Replaces:** Bland / Air.ai
- **Also known as:** ai answers calls, virtual receptionist, auto attendant

### Call recording and playback

Record calls and replay them against the contact record, subject to your consent settings.

- **Where:** Comms → Phone → call detail
- **How:** Enable recording in phone settings, then play back from the call record.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **Who can use it:** Admins enable
- **Also known as:** record calls, listen back, call review

### Business texting and WhatsApp

Two-way SMS/MMS and WhatsApp threads per contact, plus personalised bulk sends and an AI agent that can answer.

- **Where:** Comms → Texting
- **How:** Open Texting from the Comms icon in the top right and start a thread, or run a broadcast.
- **Opens at:** `/intelligence/text` in your workspace
- **Apps:** available when one of these apps is on: `texting`
- **You also need:** A messaging-enabled number and carrier registration
- **Replaces:** OpenPhone
- **Also known as:** sms, text a customer, whatsapp, bulk sms

### Phone numbers and channel setup

One list of every number in the workspace. A number carries calling, texting and WhatsApp, so all three are set up in the same place, filter by channel, by who a number is assigned to, or by what still needs setting up.

- **Where:** Comms → Phone → Numbers & Setup, Comms → Texting → Numbers, or /intelligence/numbers
- **How:** Open the numbers directory, pick a number, then turn on the channel you want.
- **Opens at:** `/intelligence/numbers` in your workspace
- **Apps:** available when one of these apps is on: `phone`, `texting`
- **Who can use it:** Admins manage numbers
- **Also known as:** set up whatsapp, connect whatsapp, whatsapp business number, phone numbers, unassigned numbers, buy a number, add a number, who owns this number, number settings

1. Open Comms → Phone → Numbers & Setup (the Texting hub shows the same list).
2. Filter to what you are looking for, unassigned numbers, numbers that are not active, or numbers already on texting, calling or WhatsApp.
3. Press Set up WhatsApp on a number to register it as a WhatsApp Business sender, or Configure to change calling, texting, routing and ownership.

### Spam and robocall screening

Blocks junk calls before they reach a person, an AI agent, or your bill.

- **Where:** Comms → Phone → Settings
- **How:** Turn screening on in phone settings.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **Who can use it:** Admins
- **Also known as:** block spam calls, robocall

### AI chat bots

Build bots that answer from your knowledge base and hand over to a human when they should, on your site or in support.

- **Where:** AI → AI Chat Bots
- **How:** Create a bot, pick its knowledge sources, then embed it.
- **Opens at:** `/intelligence/bot` in your workspace
- **Apps:** available when one of these apps is on: `chatbots`
- **Replaces:** Intercom
- **Also known as:** website chatbot, support bot, live chat widget

1. Open AI → AI Chat Bots and create a bot.
2. Choose knowledge sources, knowledge base, specific pages, or uploaded files.
3. Set the tone, the fallback, and when it hands off to a person.
4. Test it in the preview.
5. Embed the widget on your site or connect it to support.

### AI meeting notetaker

Joins the meeting, records it, and produces a transcript, summary and action items linked to the right contact or deal.

- **Where:** Comms → Meetings
- **How:** Connect a meeting source, then let the notetaker join scheduled calls.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **You also need:** A connected calendar / meeting account
- **Replaces:** Otter / Fireflies
- **Also known as:** meeting notes, transcribe meeting, summary, action items

### Meetings with auto-generated links and reminders

Schedule a meeting, get a video link created automatically, and send reminders by email, browser or SMS.

- **Where:** Comms → Meetings / Calendar
- **How:** Create a meeting and let it generate the link and reminders.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`, `email`
- **Replaces:** Calendly (paid)
- **Also known as:** google meet link, reminders, book a meeting

### Public booking pages

Share a link and let people book time from your real availability, with buffers, overrides and optional payment.

- **Where:** Calendar → Booking pages
- **How:** Create a booking page, set your hours and buffers, then share the link.
- **Opens at:** `/intelligence/calendar` in your workspace
- **Apps:** available when one of these apps is on: `email`, `meetings`
- **Replaces:** Calendly
- **Also known as:** calendly, book time with me, scheduling link, paid bookings

### Automated text sequences

The same follow-up logic over SMS, scheduled or triggered texts that stop as soon as the person replies.

- **Where:** Comms → Texting → Sequences
- **How:** Create a text sequence, set the trigger, then activate it.
- **Opens at:** `/intelligence/text` in your workspace
- **Apps:** available when one of these apps is on: `texting`
- **Also known as:** sms drip, automated texts, text follow up

### Clinic Mode (HIPAA-ready recording)

Continuous ambient recording for regulated conversations: explicit consent capture up front, auto-save every few minutes, speaker-segmented transcripts, and a signed audit log you can export.

- **Where:** Comms → Meetings → Clinic Mode
- **How:** Open Clinic Mode, capture the participant’s consent, then record, segments and the audit log build as you go.
- **Opens at:** `/intelligence/live/meetings/clinic` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Also known as:** hipaa recording, patient consultation, consent capture, clinic, medical notes

1. Open Comms → Meetings and choose Clinic Mode.
2. Capture explicit consent (the gate follows your compliance profile, HIPAA/GDPR regions require it).
3. Start the session, audio is auto-saved every few minutes so nothing is lost.
4. Review the transcript segmented by speaker.
5. Export the signed audit log when compliance asks for it.

### Action items extracted from meetings

Every recorded meeting yields its action items with owners and ages, one pending list across all meetings, tick them off or push them onward.

- **Where:** Comms → Meetings → Action Items
- **How:** Record a meeting; the extracted actions appear in the Action Items list.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Also known as:** follow ups from meeting, todo from call, tasks from transcript

### Meetings feed the knowledge base

Completed recordings are indexed into your knowledge base, so Ask AI can answer “what did we decide about X” from the actual conversation.

- **Where:** Comms → Meetings → recent activity (the “In Knowledge” state)
- **How:** Nothing to do, completed recordings index automatically.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`, `knowledge`
- **Also known as:** search meetings, what did we decide, meeting memory

### Recording metrics and momentum

All-time and this-week recording counts, open action items, and total time recorded, the pulse of whether the notetaker is actually being used.

- **Where:** Comms → Meetings → Metrics & Momentum
- **How:** Open the Meetings page; the metrics row is at the top.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Also known as:** meeting stats, how many recordings, time recorded

### Team oversight of recordings

By default you see only your own recordings; enable team oversight to review everyone’s, with the toggle visible so nobody is watched silently.

- **Where:** Comms → Meetings → oversight setting
- **How:** Enable team oversight to see the whole team’s recordings.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Who can use it:** Admins
- **Also known as:** see team recordings, manager review calls, oversight

### AI assistant on every page

The assistant travels with you, open it on a deal, a ticket, a document or a design and it already knows the record you are looking at, so you never re-explain context.

- **Where:** Any page → the AI panel in the top bar
- **How:** Open the AI panel from the top bar and ask about what is on screen.
- **Apps:** available when one of these apps is on: `ai-hub`
- **Replaces:** Microsoft Copilot
- **Also known as:** copilot, ai everywhere, assistant on this page, ai sidebar, ai panel

### AI model gateway

Every AI call in the platform runs through one gateway, choose models per task, fail over between providers, and see spend and latency per model instead of per vendor bill.

- **Where:** AI → Gateway (admin)
- **How:** Open the Gateway admin to pick default models, set fallbacks and watch usage.
- **Opens at:** `/gateway` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Who can use it:** Admins
- **Replaces:** OpenRouter
- **Also known as:** model routing, openrouter, which model, llm gateway, fallback model

### Video meetings and rooms

Host the call inside the platform, screen share, chat, recording and the notetaker in the same room, with call-quality diagnostics kept for support.

- **Where:** Comms → Meetings, or start a meeting from chat
- **How:** Start or join a meeting from Meetings, or from the meeting button in a chat channel.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`, `chat`
- **Replaces:** Zoom
- **Also known as:** video call, zoom, google meet, conference call, screen share

### Department mailboxes (sales, jobs, finance, leads)

Each department gets its own address, and what arrives there becomes work: sales mail creates leads, jobs mail creates applicants, finance mail creates bills, marketing mail creates subscribers.

- **Where:** CRM → Settings → Intake (one tab per department)
- **How:** Pick or create the department mailbox in intake settings, then point your existing address at it.
- **Apps:** available when one of these apps is on: `email`, `crm`
- **Who can use it:** Admins
- **Also known as:** sales@, jobs@, accounts@, info@, shared address, department email, company email addresses

1. Open the intake settings for the department you want (sales, HR, finance or marketing).
2. Choose the department mailbox, a hosted address, or your own domain.
3. Forward your existing address to it, or move the mailbox over entirely.
4. Set what inbound mail should create: lead, applicant, bill or subscriber.
5. Everyone on the team can see the address on their profile, so nothing gets sent to a personal inbox by mistake.

### Shared mailboxes with assignment

A shared inbox the whole team works from, assign a thread to a person, see who else is reading it right now, and keep read state per person instead of one shared flag.

- **Where:** Comms → Email → mailbox switcher → shared mailbox
- **How:** An admin creates the shared mailbox, then anyone with access opens it from the mailbox switcher.
- **Opens at:** `/intelligence/mail` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Who can use it:** Admins create; members work it
- **Replaces:** Front
- **Also known as:** team inbox, shared inbox, assign an email, who is replying

## Tools inside the editors and the PDF suite

The individual tools you reach once an editor or the PDF suite is open.

### Join a meeting from the calendar list

Upcoming events show a Join button, so you get into the call from the same page that records it.

- **Where:** Comms → Meetings → today’s events
- **How:** Click Join next to the event.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Also known as:** join button, google meet from platform

### Calendar events on the meetings page

Your day’s meetings and all-day events render above the recorder, so what is about to happen is visible where you record it.

- **Where:** Comms → Meetings → event list
- **How:** Connect your calendar; events appear automatically.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`, `email`
- **Also known as:** todays meetings, agenda

### Knowledge tree with nested pages

Organise knowledge as a nested tree with drag-to-move, recents and per-branch permissions.

- **Where:** AI → Knowledge Base → left tree
- **How:** Drag pages in the tree to restructure.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** nested pages, wiki structure, move page

### AI answers with citations

Ask AI answers link back to the knowledge pages they came from, so you can verify instead of trusting.

- **Where:** AI → Ask AI
- **How:** Ask a question; click the citation chips under the answer.
- **Opens at:** `/intelligence/brain/chat` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`, `knowledge`
- **Also known as:** sources, where did that come from, grounded answers

### AI Notes across meetings

The notetaker’s summaries collected in one browsable view, separate from the raw recordings.

- **Where:** Comms → Meetings → View all in AI Notes
- **How:** Open AI Notes from the meetings page.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Also known as:** meeting summaries, all my notes

## Where things are in the menus

Every destination in the app's navigation, and what you find there.

### Home → My Mail

Your personal mail inbox inside the platform.

- **Where:** Home → My Space → My Mail
- **How:** Open My Mail from the Home sidebar.
- **Opens at:** `/intelligence/inbox` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** personal email, my mail, my inbox

### Home → My Calendar

Your personal calendar with connected accounts.

- **Where:** Home → My Space → My Calendar
- **How:** Open My Calendar from the Home sidebar.
- **Opens at:** `/intelligence/calendar` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** my schedule, diary

### Home → My Contacts

Your personal address book with Apple, Google and Outlook sync.

- **Where:** Home → My Space → My Contacts
- **How:** Open My Contacts from the Home sidebar.
- **Opens at:** `/intelligence/contacts` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** address book, icloud contacts, apple contacts

### AI → AI Hub

The AI control panel for the workspace.

- **Where:** AI section → AI Hub
- **How:** Click AI in the top nav.
- **Opens at:** `/ops/ai-hub` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Also known as:** ai dashboard, ai settings

### AI → Ask AI

The conversational assistant grounded in your workspace.

- **Where:** AI → Core → Ask AI
- **How:** Open Ask AI from the AI sidebar.
- **Opens at:** `/intelligence/brain/chat` in your workspace
- **Apps:** available when one of these apps is on: `ai-hub`
- **Also known as:** chat with ai, assistant

### AI → Knowledge Base

Company wiki, documents and your private knowledge.

- **Where:** AI → Core → Knowledge Base
- **How:** Open Knowledge Base from the AI sidebar.
- **Opens at:** `/intelligence/kb` in your workspace
- **Apps:** available when one of these apps is on: `knowledge`
- **Also known as:** wiki, docs, kb

### Comms → Email

The full email client with AI drafting and CRM context.

- **Where:** Comms (top-right grid) → Email, or Home → My Mail
- **How:** Open Email from the Comms icon in the top right, or My Mail from the Home sidebar.
- **Opens at:** `/intelligence/mail` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** mail client, inbox, my mail

### Comms → Calendar

Your connected calendars next to Email.

- **Where:** Comms (top-right grid) → Calendar, or Home → My Calendar
- **How:** Open Calendar from the Comms icon in the top right, or My Calendar from the Home sidebar.
- **Opens at:** `/intelligence/calendar` in your workspace
- **Apps:** available when one of these apps is on: `email`
- **Also known as:** schedule, agenda

### Comms → Phone

Cloud calling, dialler, routing and the AI receptionist.

- **Where:** Comms (top-right grid) → Phone
- **How:** Open Phone from the Comms icon in the top right.
- **Opens at:** `/intelligence/call` in your workspace
- **Apps:** available when one of these apps is on: `phone`
- **Also known as:** calls, dialler, softphone

### Comms → Texting

SMS, MMS and WhatsApp threads plus broadcasts.

- **Where:** Comms (top-right grid) → Texting
- **How:** Open Texting from the Comms icon in the top right.
- **Opens at:** `/intelligence/text` in your workspace
- **Apps:** available when one of these apps is on: `texting`
- **Also known as:** sms, whatsapp

### AI → AI Chat Bots

Build and manage bots that answer from your knowledge.

- **Where:** AI → Core → AI Chat Bots
- **How:** Open AI Chat Bots from the AI sidebar.
- **Opens at:** `/intelligence/bot` in your workspace
- **Apps:** available when one of these apps is on: `chatbots`
- **Also known as:** chatbot, website bot

### Comms → Meetings

Meetings, recordings, transcripts and notetaker output.

- **Where:** Comms (top-right grid) → Meetings
- **How:** Open Meetings from the Comms icon in the top right.
- **Opens at:** `/intelligence/live` in your workspace
- **Apps:** available when one of these apps is on: `meetings`
- **Also known as:** notetaker, transcripts

## More documentation

- [All product areas](https://automo.ai/docs)
- [Developer docs and the connector API](https://automo.ai/developers)
- [This page as Markdown](https://automo.ai/docs/ai.md)