> ## 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 > AI-powered features in Upshift. AI ## Features Currently, Upshift offers: ### 1. AI Chatbot A conversational assistant that understands your context and has access to all your Upshift 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 Upshift * **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 are managed through the existing permissions system: 1. Go to **Settings → Members → 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. * Join our [Discord](https://discord.gg/UfGNZJfAG6) to share feedback and feature requests This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.