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Knowlix AI Chat is your intelligent assistant that lives on the left side of every module. Ask questions, create records, update data, and manage your workflow using natural language commands.
AI Chat Interface

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1. The AI Chat Interface

The AI Chat panel is available throughout Knowlix, appearing on the left side of your screen in every module.
  • “What can I help with?”: The assistant is always ready to receive your commands.
  • “Ask your Knowlix”: Type your request in natural language and press Enter or click the send button.
  • Context-Aware: The AI understands which module you’re in and adapts its responses accordingly.
  • Conversation History: Your chat history is preserved, allowing for follow-up questions and commands.
Example Commands:
“Create a new project for my intern to help them onboard faster”
“Show me all unpaid invoices”
“Schedule a meeting with Alex for tomorrow at 3 PM”

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2. Creating Records with AI

Instead of navigating through menus and filling out forms, simply describe what you need.
AI Creates Project
How It Works: When you ask the AI to create something, it automatically:
  • Identifies the Record Type: Understands whether you need a project, meeting, invoice, lead, or task.
  • Extracts Key Details: Pulls names, dates, amounts, and other data from your message.
  • Creates Missing Records: If a contact or product doesn’t exist, AI creates it automatically.
  • Applies Smart Defaults: Sets reasonable values for fields you didn’t specify.
Example Response: After creating a project, the AI provides a detailed summary:
  • Project Name: Intern Onboarding Program
  • Key Features Enabled: Milestones, Task Dependencies, Custom Task Labels
  • Project Description: Includes welcome message and key objectives
The new record appears instantly in your view (highlighted on the right side).

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3. AI Clarifying Questions

When your request is missing important information, the AI asks smart clarifying questions instead of making assumptions.
AI Clarifying Questions
Example Scenario: You type: “Please create a meeting with Alex for tomorrow, 3 pm.” The AI responds with questions:
  1. What is Alex’s full name or email address? (Contact not found in system)
  2. What should be the meeting title/subject?
  3. How long should the meeting last? (Defaults to 30 minutes if not specified)
  4. Is there a specific location or should this be an online meeting?
The AI also offers alternatives: “I can create the meeting without adding Alex as an attendee for now, and you can add them later.” After You Answer:
Meeting Created
The AI creates the meeting with all your specifications:
  • Title: Project Discussion with Alex
  • Date & Time: Tomorrow (Wednesday, February 4th, 2026) at 3:00 PM - 4:00 PM
  • Duration: 1 hour
  • Purpose: Discussion about your next project
  • Format: Online meeting
The meeting appears on your calendar instantly.

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4. Follow-up Commands and Editing

Continue the conversation to refine your work or make changes.
Edit with AI
Follow-up Commands: After creating a project, you can continue:
“Now create milestones and specific onboarding tasks. The Project manager will be Jack Brown.”
The AI responds by:
  • Assigning Jack Brown as Project Manager (creates contact if needed)
  • Creating a 4-Week Onboarding Structure
  • Adding 6 Tasks with clear deadlines and descriptions
Editing Existing Records: You can also modify records through chat:
“Please change the Description of HR paperwork Documentation”
The AI opens the task and updates the description based on your instructions. What You Can Do:
  • Create new records in any module
  • Update existing record fields
  • Ask questions about your data (“How much does Johnson HVAC owe us?”)
  • Generate reports (“Show me sales performance for last month”)
  • Navigate to specific records (“Open the latest invoice for Adora microships”)