Features
Currently, Twenty offers: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
- “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
- 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:- Go to Settings → Members → Roles
- Configure which data each AI agent can access
- Set read/write permissions per object