Workbooks AI (In BETA)

An assistant that helps you get the most from your Workbooks system by understanding your business and processes, providing guidance, answers, and support tailored to your needs.

Workbooks AI Chat / Tab

Workbooks AI is available on most records as an additional tab. In a record tab, Workbooks AI is context-aware and focused on that single record. It has access to the record’s fields, related records, and its answers will reference this data directly.

Alongside this tab, Workbooks AI is available via the toolbar, alongside the Comments:

Which then opens the chat within the Main view:

The general Workbooks AI chat via Desktop is a broader assistant that does not automatically have a single record context unless you open or reference one. It’s better for free-form questions, process guidance, running reports, or cross-record tasks that aren’t tied to one open record.

Because the record-tab assistant is tied to the record, it can perform record-specific actions (open the record, draft emails pre-filled with record data, show related contacts) and produce outputs that include the record’s object references and links. The chat assistant can still run searches and reports, but you’ll normally need to tell it which record or filter to use.

Workbooks Scribe

Workbooks Scribe is available on Activities, allowing you to add a Microsoft Teams Meeting URL, and provide a time for Workbooks Scribe to join. Alternatively, you can also select for the Workbooks Scribe to join immediately.

This will then provide Workbooks with an accurate transcription of the call, listing out each speaker’s name.

Access from External AI Systems

Workbooks acts as a Model Context Protocol (MCP) server so that AI systems outside of Workbooks can be granted controlled access to data and tools.

Mentioning / Tagging Workbooks AI in Comments

This is possible upon clicking the lightning bolt at the start of the toolbar when typing within a Comment. This will cause “@Workbooks AI” to appear.