AI fields

An AI field is a field whose value is generated or enriched by AI — a summary, a translation, a categorization, a drafted reply — computed from a prompt and the record's own data.

AI fields run on AI credits.

Create an AI field

Open System settings → [your module] → Fields, click New field, and choose the AI type. Give it a name, then configure how it generates.

The prompt

Tell the AI what to produce. Two ways:

• Template — pick a ready-made behavior (e.g. Shorten, Summarize, Translate) and point it at a field.
• Custom prompt — write your own instruction (e.g. "Categorize this ticket as Bug, Question, or Feature").

Insert other fields into the prompt so the AI works from the record's data — for example "Write a one-line summary of {Description} for {Company}."

Execution mode

• Automatic — the value regenerates whenever the source fields change, so it stays current.
• Manual — generate on demand from the record (good for costly or one-off generations).

Advanced settings

Shape the output:

• Voice / tone — auto, professional, casual, straightforward, confident, friendly, humorous, inspirational.
• Length — auto, a word or two, a sentence, a few sentences, a paragraph, or three paragraphs.
• Formatting — plain text, formatted text, bullet list, or numbered list.
• Creativity — high, medium, or low.

Related

• Field types — where AI fields fit
• AI text manipulation · AI data transformation · AI data validation