Automate and understand · Partly available
AI
An assistant that reads with your permissions and asks before writing.
AI in Yaalio reads only what the member may read, and anything it would change is a stored proposal that a person confirms. Budgets, caps and an audit log keep its use in check; more assistant features are being verified before we advertise them.
- business owner
- sales rep
- accountant
- support agent
What it changes
Why teams run AI
- It reads only what you may read.
- Nothing changes until a person confirms it.
- Spending stays inside the budgets you set.
Capabilities
In AI today
Each item below is built and in the product now.
- Available
Writes need confirmation
Any write is a stored proposal confirmed by id; replays run nothing.
- Available
Budgets, caps and own keys
Budgets per workspace, member and feature; usage ledger; top-ups; bring-your-own provider key.
- Available
Safety and audit
Masking of sensitive data, prompt-injection defence, AI audit log, evaluation gate.
- Available
Reads with your permissions
The assistant can read only what the member may read.
- Available
Usage history
A usage ledger by feature, with 90 days of history.
Not advertised as live yet
- Being verifiedAnswers in a side panelBuilt; its evidence is being confirmed before we advertise it as live.
- PlannedAI answers in the help centreNeeds a moderation provider account.
- PlannedImage and video generationOff by default; no provider yet.
- PlannedAutomatic classification in every productThe shared classifier is built; products do not use it yet.
- PlannedRelease sign-offFinal release checks are still in progress.
On the same record
How AI connects
What happens in AI is already in these products, with nothing exported or re-typed.
See it working
A walkthrough with the people who build it.
We show AI on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
AI, answered plainly.
Is AI available today?
Partly. What is listed under "In AI today" is built; the items marked "Planned" are not available yet. Final release checks are still in progress.
Can I use AI on its own?
Yes. Switch on AI alone and add other products when you need them. What you entered is already there for them.
What does AI work with?
It writes into or reads from CRM, Sales, Books, Desk, Social, Insights, Flow, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.
Automate and understand