Ask RadiusOS - In-Product AI Chat
A 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. Available on every plan - draws from your monthly AI credit pool.
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 available on every plan: Free, Pro, Business, and Team. Usage draws from your monthly AI credit pool (Free 30/mo, Pro 300/mo, Business and Team unlimited). There is no plan gate; the credit pool is the only rate limiter.
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:
- Where everything stands: "Show me my pipeline" - counts and the big ones on each step
- What to do today: "Who needs chasing?" - overdue tasks, estimates gone quiet, jobs heating up
- Find somebody: "Find the Patterson job on Maple" or "Anyone on Oakridge?"
- Add somebody: "Add Tom Patterson, tom@example.com, roof tear-off at 1247 Maple" - the rest fills itself in
- Move it forward: "Move the Patterson job to Scheduled" or "Move everything tagged storm-lead to Estimate Sent"
- Notes and tasks: "Note on Linda Greene: wants the AC quote split into two options" or "Remind me to call Tom Friday"
- Write the email: "Draft a follow-up to anyone I have not spoken to in a week"
- Ask why: "Why is this one scored 62?" - the AI shows its 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.