AI

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What's Coming

Twenty is building AI capabilities to help your team work smarter. We're focusing on two major areas:

1. AI Chatbot

A conversational assistant that understands your context and has access to all your Twenty data.

Key capabilities:

• Full data access: Query any record, relationship, or metric in your workspace
• Page context awareness: Reference "this company" or "this opportunity" based on where you are in Twenty
• Natural language: Ask questions and get answers without navigating menus

Example prompts:

• "What opportunities are closing this month?"
• "Which deals have been in Negotiation for more than 30 days?"
• "Summarize my interactions with this person"

2. AI Agents in Workflows

Extend your workflows with AI-powered actions and autonomous agents.

Key capabilities:

• AI actions: Use AI to enrich data, classify records, generate summaries, and more
• Autonomous agents: Let agents execute multi-step tasks within a workflow
• Custom prompts: Define exactly how AI should process your data

Use cases:

• Automatically categorize inbound leads
• Enrich company data from public sources
• Generate follow-up email drafts based on meeting notes
• Score opportunities based on engagement patterns

Permissions and Access Control

AI agents will be managed through the existing permissions system:

1. Go to Settings → Roles
2. Configure which data each AI agent can access
3. Set read/write permissions per object

This ensures AI agents respect your data governance policies and only access what they need.

Stay Updated

We'll update this section as AI features become available. In the meantime:

• Follow our GitHub for development updates
• Join our Discord to share feedback and feature requests