How this AI capability fits Flowtix
- The full AI Workspace is included on Professional, Business, and Enterprise plans; Starter includes limited AI but not the full workspace.
- AI conversations stay scoped to the authenticated Flowtix organization and the user who created the conversation.
- Flowtix manages the AI provider layer server-side and applies monthly AI usage controls before supported requests run.
Use AI inside the Flowtix organization context
The AI Workspace is not a separate consumer chatbot detached from the CRM. It runs inside an authenticated Flowtix organization and can use supported workspace context such as conversation history and high-level CRM activity counts when generating a response.
This keeps the assistance connected to the workspace where sales and customer work is already happening while preserving organization scope.
Choose the supported assistance mode
The current AI Workspace supports several prompt modes for different types of work, including general, sales, SDR, support, and marketing assistance. The selected mode changes the prompt behavior while the same entitlement and usage controls still apply.
A mode is guidance for the assistant rather than permission to bypass CRM access controls or act on behalf of the user without review.
Keep conversation memory bounded to the workspace
Flowtix stores AI conversations and messages with organization and user ownership. Supported conversation memory can be assembled for later messages so the assistant can continue the same thread without treating every request as a brand-new conversation.
That memory remains subject to the application limits used to keep AI context manageable and organization-scoped.
Expect plan and monthly usage controls
Access to the AI Workspace requires the ai.chat entitlement. Professional includes 1,000 AI requests per month, Business includes 5,000, and Enterprise uses custom AI quotas. Starter has a smaller limited-AI allowance but does not include the full AI Workspace.
Generated responses should still be reviewed by the user before they become customer-facing communication or an operational decision.
Continue with this Flowtix AI capability
Review the related Flowtix plan and product guidance before relying on AI in a production workflow. Feature entitlements, monthly usage, source-data availability, organization permissions, and user review still apply.