Ask RadiusOS — In-Product AI Chat
BusinessA built-in AI assistant that lives inside the app and runs on the same MCP server external Claude Desktop, ChatGPT, and Cursor users connect to. Open with the Sparkles button or ⌘/. Ask anything about your pipeline in plain English.
What it is
Ask RadiusOS is a chat panel that slides in from the right side of any workspace page. You type a question or instruction in plain English; it executes against your live workspace and replies with the answer.
It's wired into the same MCP server that external clients (Claude Desktop, ChatGPT, Cursor) use when they connect to RadiusOS. Same code, same handlers, same auth context — embedded in the app instead of behind a remote URL.
Ask RadiusOS is included on the Business and Team plans. Free and Pro users see an upgrade prompt when they open the panel.
Open the panel
Click the purple Sparkles button
Bottom-right corner of any workspace page. The button hides while the panel is open.
Or press ⌘/ (Mac) or Ctrl+/ (Windows / Linux)
Toggles the panel from anywhere in the app — no need to reach for the mouse.
The panel remembers its open state
If you leave it open and navigate to another page, it stays open. Same on reload (until you close it).
What you can ask
The assistant has read and write access to everything in your workspace. Useful starter prompts:
- **Pipeline overview**: "Show my pipeline summary" — returns counts and key deals per stage
- **Triage**: "What deals need attention today?" — surfaces overdue tasks, stalled deals, and hot prospects
- **Search**: "Search contacts at Acme" or "Find anyone whose name starts with S"
- **Add contacts**: "Add a contact: Sarah Chen, sarah@acme.com" — minimal info; defaults fill in the rest
- **Move stages**: "Move Sarah Chen to the next stage" or "Move every conference-lead tag to Qualifying"
- **Notes & tasks**: "Add a note to John Park: met at SaaStr, interested in annual" or "Create a follow-up task for Sarah Chen due Friday"
- **Email drafts**: "Draft a follow-up email to anyone I haven't contacted in 7+ days"
- **Score reasoning**: "Why is this contact scored 62?" — returns the AI's reasoning
Click any name or stage in the assistant's reply to jump straight to that contact, deal, or pipeline view.
Suggested prompts
When you first open the panel, four suggested prompts appear under the welcome message. Click any one to load it into the input — you can edit the text before pressing Enter, so they're starting points, not commitments.
How it differs from Claude Desktop / ChatGPT
The same MCP server powers both. The differences:
| Ask RadiusOS (in-app) | External MCP client | |
|---|---|---|
| Setup | None — you're already signed in | OAuth flow + API key paste |
| Where the chat lives | Inside the workspace, next to the data | In Claude Desktop / ChatGPT / Cursor |
| Plan required | Business or Team | Business or Team |
| Daily message cap | 500 per workspace | Same MCP rate limits as the public server |
| Best for | Quick questions while working in the CRM | Cross-tool workflows that bridge RadiusOS with other apps |
There's no "better" — they complement each other. Most operators end up using both: in-app chat for quick questions, Claude Desktop for cross-tool workflows.
Cost & limits
Every reply is generated by Claude Haiku 4.5 with prompt caching enabled. Costs are tracked per workspace and capped:
- **500 messages per workspace per day** (overridable by env var if you self-host)
- **System prompt cached** so repeat calls are dramatically cheaper
- **Logged to AiCallLog** so you can audit per-workspace AI spend in the database
If you hit the daily cap, the panel returns a 429 with a friendly note. The cap resets every 24 hours on a rolling basis.
Privacy & safety
The assistant only sees data inside the current workspace — never another organization's data. Confirmation prompts appear before destructive operations (deleting records, sending emails). Links in replies always render as same-origin paths (`/your-org/your-workspace/...`) — external URLs open in a new tab.