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AI ChatUpcoming

Ask your work. Get an answer.

Team messaging with AI agents that answer across your projects, clients, and invoices.

Join the early listSee planned features
AI in the conversationAnswers across modules
Workplate AI Chat

# acme-project

PriyaClient approval came through. I’ve moved the rollout tasks into this sprint.
Rohan@Workplate AI where is Acme this week?
Workplate AI3 tasks are done, 1 is blocked on data access, and 41.5 hours have been logged. The next client milestone is Friday.
Key features

What AI Chat will do for your firm.

Keep conversations close to the work and bring an AI teammate into the thread when the team needs context, a summary, or a next step.

01

Team messaging

  • Channels for projects, clients, and teams
  • Threaded conversations
  • File sharing and rich attachments
  • Mobile push notifications
02

Workflows

  • Mention a colleague—or an AI agent
  • Auto-create tasks from chat
  • Surface decisions and approvals
  • Pin important threads per project
03

AI agents

  • Ask: “Where is Acme this week?”
  • Cross-product answers—CRM, Projects, Invoice
  • Summarize threads and meetings
  • Draft follow-ups and reminders
04

Security

  • Encryption at rest and in transit
  • Role-based channel access
  • Audit logs for compliance
  • Data stays in your workspace
One plate, all your work

AI Chat is built for connected context.

As your Workplate modules connect, AI Chat will answer across the work your team already manages in the system.

ProjectsCRMeSignInvoice
AI Chat FAQ

Questions about the upcoming AI Chat module.

How messaging, connected work, and AI agents are planned to come together inside Workplate.

AI Chat is upcoming. Join the early list to receive updates and help shape how the module works for professional services teams.
The planned AI agents will answer across connected Workplate context, including Projects, CRM, and Invoice, while respecting each user's access.
That is part of the planned workflow: create tasks from conversations, surface decisions and approvals, and pin important threads to the relevant project.
Planned capabilities include summarizing threads and meetings, answering cross-module questions, and drafting follow-ups and reminders.
AI Chat is planned with encryption at rest and in transit, role-based channel access, audit logs, and workspace-level data boundaries.

Be first to bring Workplate AI into the conversation.

Join the early list and help shape how AI Chat works for professional services teams.

Join the early list