Beyond answering questions, the AI Assistant can take actions in your workspace: drafting Plan Builder entities for you from a plain-language request.
How Actions work
When you ask the assistant to create something, it proposes the change rather than applying it silently. Actions that modify your data require your confirmation before they run, so you always see what will happen first. Each assistant action costs a small number of message credits.
Available actions draft Plan Builder entities:
The assistant creates these as drafts for you to review and refine in the Plan Builder. Pricing decisions stay yours to confirm and activate. Last modified on August 21, 2026
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