Working with the assistant
The assistant works on your CRM from the chat. Ask in your own words: “Who in the DACH campaign went quiet this month?”, “Log a call with Jana and create a follow-up ticket.”
Attachments
Section titled “Attachments”Click the attach button to add files to a message.
| Limit | |
|---|---|
| Types | Images (PNG, JPG), TXT, CSV, MD, JSON, XML, PDF, DOCX |
| Size | 10 MB per file |
| Per message | 5 files, of which at most 3 images |
Attached files are checked for hidden instructions (prompt injection) before the assistant reads them.
Agent modes
Section titled “Agent modes”The Agent menu next to the chat input turns on a special mode for your next request. Only one mode can be on at a time. Picking another switches the first one off, and picking the active one again turns it off.
| Mode | What it does |
|---|---|
| Deck | Builds a slide deck |
| Deep search | Searches deeper across all sources and writes a cited research report |
| Discovery | Creates an ICP and suggests prospects for a campaign |
Deep search switches itself off after one request. Deck and Discovery stay on until you turn them off.
Deep search
Section titled “Deep search”Use it for questions that need real research: an account before a call, a market, a competitor.
- Say how deep you want to go in your message. The assistant may ask a few questions first.
- It takes minutes, not seconds, and stops after 30 minutes at most.
- You can run one deep search at a time.
- The result is a report with numbered citations and a Sources section, shown in the Generate tab.
Reports from the web app are not saved to the Knowledge Hub automatically. Click Save to Knowledge Hub to keep one. It goes to the Deep Research Reports folder by default, which everyone in the workspace can read.
Deep search uses your workspace’s AI credits. See Plans & usage.
Generated documents
Section titled “Generated documents”Reports, drafts and other documents the assistant writes appear in the Generate tab. For each one you can:
- export it as a Markdown file or PDF document, or Copy as text;
- Save to Knowledge Hub;
- Delete artifact. Deleted documents are removed for good after 30 days.
Scheduled jobs
Section titled “Scheduled jobs”The assistant can do work later, or on a schedule: “Every Monday at 9:00, list engaged contacts I haven’t touched in two weeks.”
- Ask for it in the chat. The assistant proposes the job.
- Check the proposal and click Schedule (or Start batch for a job that works through a list). Until then it shows Awaiting confirmation. A proposal you never confirm expires after 72 hours.
- Manage your jobs in Library → Jobs: Pause selected, Resume selected, Delete selected or Delete job.
| Limit | Value |
|---|---|
| Shortest interval for a recurring job | 5 minutes |
| One-time job | Up to 365 days ahead |
| Active jobs | 100 per person, 1,000 per workspace |
| Batch jobs | Up to 5,000 items each, 5 active per workspace |
A job that fails three times in a row is paused. When the workspace’s AI credits run out, runs are skipped until the next period. Results can also be sent to you on Telegram.
Memory
Section titled “Memory”kōdlo can remember useful facts across chats.
- Workspace switch: Settings → General → Long-term memory → Remember across chats. Only the Owner can change it. It is available on some plans only. Memory updates overnight and is deleted when the switch is turned off.
- Your own memory: Settings → Assistant → Memory. Turn Learn from my chats on or off, or clear what was learned. Memory is rebuilt nightly from your chat history, so to remove something for good, also delete the chats it came from.
Tone of voice
Section titled “Tone of voice”Teach the assistant how you write, so its drafts sound like you. Open Settings → Assistant → Tone of voice and click New tone of voice.
- Give it a Name and describe the Style.
- Paste some Your real messages, for example LinkedIn messages or connection notes you sent.
- Choose Use it by default for the tone the assistant should use unless you say otherwise.
Tones of voice are personal. Your teammates do not see yours.
Telegram
Section titled “Telegram”Chat with the assistant from Telegram.
- Open Settings → Connections and click Connect.
- Click Open in Telegram and press Start in the bot. There is no code to copy.
The link is valid for 15 minutes. If it expires, get a new one. To unlink, click Disconnect Telegram or send /unlink.
| Command | What it does |
|---|---|
/new |
Start a new conversation |
/settings |
Turn Deep Research, Discovery and the Knowledge Hub on or off, and choose Knowledge Hub projects |
/help |
Show help |
/info |
Show your account and connection |
/unlink |
Disconnect Telegram from kōdlo |
You can send files up to 20 MB. Voice messages are not supported. Type your message instead.
Google Chat is shown in Settings → Connections as Coming soon.