AI Assistant
Modality's AI assistant understands your workspace schema and data, and can take real actions through natural language. Create events, build forms, manage contacts, and more by just asking.
What the AI Can Do
The AI assistant is not just a chatbot — it has access to tools that let it read and write data in your workspace. Here is what it can do:
Event Management
- Create events with full details: title, description, dates, venue, and ticket types
- Update event information (change dates, add ticket types, update descriptions)
- Publish or unpublish events
- List and search events in your workspace
Form Building
- Create forms with custom fields ("Create a registration form with name, email, and dietary preferences")
- Add or modify form fields
- Publish forms and retrieve their public URLs
Contact Management
- Search for contacts by name, email, tag, or custom field value
- Create new contacts with field values
- Update contact information
- Add or remove tags and list memberships
Custom Objects
- Create new object types with attributes ("Create a Sponsors object with name, tier, and amount")
- Create, update, and search records within any object type
- List all object types and their schemas
Campaigns and Automations
- Create campaigns and set up basic configuration
- Build automations with triggers and actions
- Answer questions about workspace data ("How many contacts were added this month?")
Inline Chat vs Global Chat
The AI assistant is accessible in two ways, both sharing the same conversation thread:
Inline Chat (Home Page)
The Home page features an inline chat interface front and center. Type your request in the input field and press Enter. The AI responds with text and may take actions (creating records, fetching data) that appear as expandable tool-use cards in the chat. This is also available on the Automations page for building workflows conversationally.
Global Chat Sidebar
From any page in the dashboard, click the AI chat icon in the bottom-right corner (or use the keyboard shortcut) to open the global chat sidebar. This slides in from the right side of the screen, overlaying the current page. You can interact with the AI while viewing any part of the dashboard.
How to Get the Best Results
- Be specific — "Create an event called Summer Jazz Night on July 15 at Blue Note NYC with GA tickets at $25 and VIP at $75" works better than "make an event."
- Use natural language — write like you are talking to a team member, not a command line.
- Chain requests — the AI remembers context within a conversation. After creating an event, say "now create a registration form for it" without repeating the event name.
- Ask questions — "How many tickets did we sell for last month's events?" or "Show me contacts tagged VIP."
Credits and Usage
AI features consume credits from your workspace's monthly allocation. Different actions have different credit costs:
Credit Costs
- Simple queries (1 credit) — answering questions, listing data, simple lookups
- Single-step actions (2 credits) — creating a record, updating a field, adding a tag
- Multi-step actions (3-5 credits) — creating an event with ticket types, building a form with multiple fields, setting up an automation
- AI Campaign Studio (2-3 credits) — generating a complete email campaign with content
- Brand Kit extraction (1-2 credits) — scanning a website for brand assets
Monitoring Usage
Your current credit balance is shown in the sidebar below the AI chat input. For detailed usage breakdown, go to Settings → Billing → AI Credits. The usage page shows:
- Credits used this billing period vs. your allocation
- Usage by feature (chat, campaigns, brand kit)
- Usage by team member
- Daily usage chart showing consumption trends
Plan Allocations
- Free — 50 AI credits per month
- Pro — 500 AI credits per month
- Business — 2,000 AI credits per month
Credits reset on your billing cycle date. Unused credits do not roll over. When credits are exhausted, the AI assistant shows a message prompting you to upgrade or wait for the next cycle.