Chat with Mesy AI

Mesy AI is the AI you chat with in Mesy. Ask it about your customers, or ask it to update something. What it can change depends on a setting your admin picks. It’s the same conversation wherever you open it.

Open Mesy AI

Click Chat in the sidebar (on a phone, tap Chat in the bar at the bottom). This opens the Mesy AI page. On a computer, your dashboard is below the chat on the same page.

On every other page, a small bar sits at the bottom of the screen. It reads “Ask Mesy anything…”, or the title of your current conversation. Click it to open Mesy AI in a floating panel.

In the floating panel:

• Drag the panel to the left or right edge of the screen to dock it there.
• Click Expand to full chat to move the conversation to the Mesy AI page.
• Press Esc to close the panel.

On a phone, the panel opens from the bottom of the screen and can’t be moved.

Press Cmd+J on a Mac, Ctrl+J on Windows, to jump between the Mesy AI page and the page you were working on. When you jump back, the chat stays docked beside that page.

Ask from the search box

1. Press Cmd+K on a Mac, Ctrl+K on Windows.
2. Type your question.
3. Press Tab, or click the Ask AI line at the bottom of the list (it shows your question).
4. Mesy AI opens docked on the right (on a phone, from the bottom), with your question already sent.

If you’re on the Mesy AI page, the question goes into the conversation there instead.

Write a message

Type in the box that reads “Ask Mesy anything… (@ to mention)” and press Enter to send. Press Shift+Enter to start a new line.

While Mesy AI is answering, you can’t type. To stop the answer, click the stop button where the send button was.

To start a new conversation, click New chat. It shows once your conversation has a message.

Point Mesy AI at a record

A record is one entry in Mesy, such as one customer or one deal. Mention a record so Mesy AI knows exactly which one you mean:

1. Type @ and the first two letters of any word in the name, such as @ta for Tan Brothers. Put a space before the @ unless it starts the message.
2. Pick the record from the list. Tasks show here too.
3. The record shows as a small tag above the message box.

You can also drag a record from a list onto the bar at the bottom of the screen, or onto the open panel. The bar reads “Drop to attach” while you hold it there.

Speak or scan instead of typing

To speak, click Dictate (the microphone) and talk. Click Stop recording when you’re done. Mesy puts the words in the message box so you can check them before you send.

To turn a photo of a business card into a contact, click Scan a business card. See Capture into the CRM.

Attach a file

Click Attach a file and pick one or more files. You can also paste a file into the message box, or drop it on the conversation.

A message can carry up to 10 attachments in total, counting files and the records you picked with @. Each file can be up to 25 MB.

Mesy AI reads these files when you send:

• Images up to 5 MB. Some AI choices your admin can make can’t read images. If Mesy AI says it can’t see your image, ask your admin.
• PDFs that contain text, and plain text or CSV files, up to 15 MB. It reads the first 50 pages or about 3,000 words, whichever comes first.

Mesy AI reads an image or a file’s text only in the message you attached it to. Attach it again if you ask about it later.

For any other file, such as a Word or Excel file or a scanned PDF, Mesy AI sees only the file name.

Mesy also saves each attached file on the Files page. See Upload, link and share files for who can see it.

Work through what needs you today

A new conversation on the Mesy AI page greets you by your first name. Below the greeting is your briefing, then a row of suggestions.

Needs you today lists up to five things, most urgent first. The order is overdue tasks and deals, stalled deals, tasks and meetings due today, deals closing soon, then deals with a next step. Beside it, a count such as “2 overdue · 3 stalled” shows what’s waiting.

If there are more than five, click See all. It shows your total, such as See all (7). The full list uses the same groups. Click Show less to go back.

What you can do from each row:

• Click a deal to open it. A deal row can also show a preview of its latest note.
• Click the ⋯ button (Actions) at the end of a deal row for Snooze, Log activity, Bump close date or Edit next step.
• Tick the circle at the start of a task row to complete it. Click the task’s text to open the first record it’s linked to.
• Click the clock (Snooze) on a task row to hide it for a while.
• Click a calendar event to open it in a new tab.

Bump close date and Edit next step show only if your deals have a close date or next step field. A field is one piece of information on a record, such as a phone number. Bump close date opens a calendar so you can pick the new date.

Log activity opens a small box that reads “Log a note…”. Type the note and click Log.

When you snooze an item, pick Tomorrow or Next week (next Monday). Mesy shows a message you can click to undo it. To bring an item back early, click the count below the list, such as 2 snoozed. Then click Un-snooze next to the item.

If anything is waiting for you on the Approvals page, a line such as “2 awaiting your action” takes you there.

Below the briefing are four suggestions. Log a meeting, Update a deal and Drop a note start a sentence in the message box for you to finish. Brief me sends straight away.

The floating panel has no briefing. It offers six suggestions instead: Pipeline overview, Top opportunities, My tasks, Brief me, Follow up on stale deals and Clean up duplicates. Each one sends as soon as you click it.

Find an earlier conversation

1. On the Mesy AI page, click the Mesy AI title. In the floating panel, click Chat history.
2. Type in Search conversations… to find a conversation by its title.
3. Click a conversation to open it.

Your conversations are grouped by date, such as Previous 7 Days. To rename one, double-click its title. To delete one, point at it and click the bin icon that appears. It’s deleted straight away, and you can’t undo it.

Conversations you had with Mesy on Telegram, WhatsApp or Teams show that app’s name. You can read them here but can’t rename them or reply.

See your chats from Telegram, WhatsApp and Teams

Under the Mesy AI title is a row of tabs. Web is the chat on this page. There’s also a tab for each chat app you can talk to Mesy on, such as Telegram.

To pair an app and read its chats here, see Read your Telegram chats on the web. WhatsApp and Teams work the same way. See Talk to Mesy on WhatsApp and Talk to Mesy in Microsoft Teams.

What Mesy AI can look up

Mesy AI sees only what you’re allowed to see in Mesy. It can look up:

• your customers, deals and other records, with their notes, tags, tasks and files
• the views you’ve saved on a list of records, with their filters and sort order
• your connected email, including whole threads and the names of any attached files (it can’t open an email’s attachments)
• your calendar events, and when you’re free

An admin can also ask who on the team is free. Mesy AI can then set up a meeting in a free slot. It checks the slot again when you confirm. See Check who is free and set working hours.

Mesy AI can search the public web too. If web search isn’t available, it tells you instead of guessing.

On the Mesy AI page on a computer, it can also show tables and charts beside the chat. The floating panel can’t. See Show data and briefs beside the chat. To keep a chart, click Save as report or Pin to dashboard under it. Some quick charts don’t have these buttons. If yours doesn’t, ask Mesy AI to build it as a report. See Build a report.

What Mesy AI is allowed to change

Your admin picks how much Mesy AI may change without asking. A new workspace starts at Read-only, where Mesy AI can prepare records and emails for you to confirm but can’t add tasks, notes or tags. See Set up the AI.

Mesy AI can only do what you’re allowed to do yourself:

• A manager or admin can ask it about team workload and who changed what. They can also have it assign records or manage tags.
• Only an admin can have it invite people, change what someone can do, change record types and fields, or change workspace and AI settings.

If something doesn’t work

• The send button is greyed out while a file is still uploading or the message box is empty.
• “Attachment limit reached” means the message already has 10 attachments (files and records together). Remove one before you add another.
• “Attached 3 of 5” means the message reached 10 attachments, so Mesy added only 3 files. Send this message, then attach the rest to the next one.
• “Couldn’t attach” and a file name means Mesy refused the file. Some file types can’t be attached, such as programs, web pages, SVG and XML files. Empty files and files over 25 MB can’t be attached either.
• If you don’t see Dictate, your browser can’t record sound. Try another browser.
• If Mesy AI didn’t read a file, check its type and size under Attach a file.
• If the tab row reads “No chat channels set up for this workspace”, you can’t talk to Mesy from a chat app yet. Ask your admin to connect Telegram.
• Under “You’re all caught up” you may see “Configure pipeline signals…”. This means Mesy can’t yet tell which deals are stalled or closing. Ask your admin to tell Mesy which fields hold a deal’s close date and next step, and how many quiet days make a deal stalled. There’s no settings screen for this. Your admin can ask Mesy AI to do it.