Chat with AI

Start or continue an AI conversation on any object page, with options to pull in matching past meetings as context and route the response into a new or existing chat. It appears as Chat with AI in the workflow builder.

What It Does

Sends your prompt to the AI and returns a response, then places that exchange into a conversation thread, either a new one you configure the destination for, or an existing one. It can also search for and attach related past meetings before running the prompt, so the AI has that context without you wiring it in by hand.

When To Use It

Use this as an all-in-one alternative to chaining Create Conversation, Attach Documents to Conversation, and Send Message to Conversation. It is the right choice whenever you want a visible AI response on a meeting, company, contact, or calendar event page. If you only need the AI's text as a workflow variable with no conversation, use Run Prompt instead.

Configuration

Configure the node with these settings:

Field	What it controls
Prompt	The prompt to send to the AI. Required.
Response Destination	Send to a `new_chat` or an `existing_chat`. Defaults to `new_chat`.
Destination Type	Where a new chat is created: `generic`, `event`, `company`, `contact`, or `calendarEvent`. Use `calendarEvent` when the workflow runs off an upcoming meeting, so the chat appears on that meeting's page.
Meeting Context	When enabled, the node searches for and attaches matching past meetings by attendee, company, meeting type, timeframe, and tags, instead of you passing a transcript by hand.
Model, Temperature, Max Steps	Standard AI generation controls, same as Run Prompt.
Enabled Tools	Optional AI tools, such as web search or CRM context.
Artifact Type	Optionally save the response as a specific artifact type, like `MEETING_SUMMARY` or `SCORECARD`, for special display treatment.
Show Message	When enabled, your prompt itself is visible in the conversation, not just the AI's reply.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`aiCompletion`	`string`	The AI-generated response text	`{{nodeId.aiCompletion}}`
`conversation`	`object`	Reference to the created conversation	`{{nodeId.conversation}}`
`conversation.id`	`string`		`{{nodeId.conversation.id}}`
`conversationLink`	`string`	Clickable link to the conversation in AskElephant	`{{nodeId.conversationLink}}`

Example Workflow

On the calendar event start trigger, enable meeting context to pull the attendee's last three meetings, then ask the AI to draft prep notes directly on the upcoming meeting page.

Run Prompt
Create Conversation
Send Message to Conversation
Universal Agent

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.