Bail - Investment Analyst

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Roadmap

Changelog

Mahir Mushtaq

Platform Features

Projects

This help guide walks you through every step of creating and managing Projects in 913.ai — from setting up your first Project to collaborating with teammates and AI agents. It explains how to name and describe Projects, add members, upload files, and start chats — all with clear examples tailored for insurance, finance, legal, and HR teams. The guide also clarifies how Projects differ from general inbox conversations and how shared memory keeps your work connected.

Creating Projects - Step by Step Help Guide

Projects in 913.ai are dedicated workspaces that bring together your chats, files, and shared memory for a specific client, topic, or goal. They keep everything related — from research and reports to contracts and discussions — in one place so your team and AI agents always work with the right context. By using Projects, business, legal, HR, insurance, and finance teams can collaborate more efficiently, avoid repeating work, and make faster, more informed decisions with clear, connected information.

Understanding Projects in 913.ai

Cases

Cases is your central workspace for monitoring everything your AI Agents do - from handling data and generating results to managing calls, emails, documents, and photos. This guide walks you step-by-step through how to add data, open and work with Cases, use each menu inside a case file, collaborate with your team, and understand how Cases helps you oversee operations while the agent does the work for you.


Cases: A Complete Guide

Knowledge

Knowledge on 913.ai help you organize files and easily use your files as context across chats. This guide walks you through everything you need to know to get started.

Document Workflows

Whenever you ask an agent to generate a document, or create a doc from scratch it’s created in the doc editor. This is where you can shape it to your needs, adjust formatting, and export it as DOCX or PDF. Knowing how to use the doc editor is essential, it’s the key to customizing your work, saving drafts, and getting the best results. This guide will walk you through everything you need: editing and formatting, exporting, and finding your unfinished drafts.

Creating Documents

With our new in-editor AI chat feature, you can draft, edit, and refine your documents without ever leaving the editor. Here’s how it works:

📝 How to Edit Your Documents with the AI Agent Inside the Editor

This guide explains how to install and use the 913.ai Word Add-in. It will help you understand the basic features, how to chat with AI agents inside Word, and how to insert AI generated content directly into your document.

913.ai Word Add-in Help Guide

This guide explains how to install and use the 913.ai Outlook Add-in. 

913.ai Outlook Add-in

This guide explains how to install and use the 913.ai Outlook Add-in. It shows you how to summarize emails, draft replies, create new messages, and insert AI generated content directly into your email workflow. You will also learn how to use different 913.ai agents and schedule meetings with Hera, all without leaving Outlook.

913.ai Outlook Add-in Help Guide

Maveen Mushtaq

Prompting

Writing good prompts to get best results 

How to Write Prompts That Get Great Results

Tips about guiding agents in the right direction

How to improve your Agents

Best Practices 

External Tools that 913.ai Agents can connect to

Integrations

With the Gmail integration, your agent can read, organize, and reply to emails for you — right inside 913.ai.