What you can do with AI Chat
Ask questions
Ask about your processes and content and get context-aware answers drawn from what’s in your workspace — a quick way to find or understand something without digging through the index yourself.Edit process details
Tell the chat what to change and it updates the process for you — titles, descriptions, steps, attributes. Useful for quick corrections without opening the full editor. You review the change before it’s applied.Reorganize your Process Index
Beyond editing one process, the chat can restructure the index conversationally — move processes to a different part of the hierarchy, split one process into several, merge duplicates, or create new nodes. Just describe the change you want.Make changes across many processes at once
You can ask for changes that span multiple processes — for example, applying a consistent update across a set — rather than editing each one by hand. For safety, a single request is capped at a bounded number of processes; for very large reorganizations, work in batches or ask your Klarity team.Reach the support team
You can start a conversation with Klarity’s support team right from the chat, so you can get help in context without switching tools.Coming soon: AI Chat will also be able to answer how-to questions by searching these help articles directly — so you can ask “how do I…” and get an answer sourced from the documentation, in the moment.
How edits work
The chat follows a simple, safe pattern for anything that changes your data:- You describe what you want in plain language.
- The chat proposes a plan — what it will change.
- You review and approve before anything is applied.
Where to go next
Navigating your Process Index
Where your processes live and how they’re organized.
Process Index: a deeper dive
Build and manage a clean, multi-level index.