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

# AI

> How Upshift uses AI to enhance your experience.

export const VimeoEmbed = ({videoId, title = 'Video'}) => <div style={{
  padding: '69.01% 0 0 0',
  position: 'relative',
  margin: '32px 0px',
  borderRadius: '16px',
  overflow: 'hidden',
  border: '2px solid black'
}}>
    <iframe src={`https://player.vimeo.com/video/${videoId}?autoplay=1&loop=1&autopause=0&background=1&app_id=58479`} frameBorder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style={{
  position: 'absolute',
  top: 0,
  left: 0,
  width: '100%',
  height: '100%',
  transform: 'scale(1.1)'
}} title={title} />
  </div>;

Upshift integrates AI directly into the platform — not as a gimmick, but as a tool that works within your data model and permission system.

## AI Chatbot

Ask questions about your data in natural language. The AI chatbot can query your records, summarize information, and help you find what you're looking for without building complex filters.

<VimeoEmbed videoId="1185511734" title="AI chatbot" />

## AI Agents

AI agents go beyond chat — they can execute multi-step tasks autonomously:

* Enrich records with data from external sources
* Draft and send follow-up emails
* Analyze pipeline health and flag at-risk deals
* Process incoming data and route it to the right team

Agents work within your existing workflows, so you can combine AI with manual approvals, conditional logic, and external API calls.

## Permissions & safety

AI in Upshift respects your permission model. Agents can only access objects and fields that the user (or role) has permission to view. Sensitive data stays protected even when AI is involved.

<Card title="Full AI guide" icon="arrow-right" href="/en/user-guide/ai/overview">
  Detailed reference on the chatbot, agents, and permission controls.
</Card>


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