What you’ll do
Open Stella, your AI teammate, and ask it to do real work. Pull up records, draft a reply, or create something. By the end you’ll have run your first AI action and seen how approval works.New to Custral? Try this in a sandbox first. Nothing you ask it to do there is real.
Steps
1
Open Stella
Press ⌘I, or open Stella from the sidebar.
2
Ask it something
Type what you want in plain language: “summarize this account”, “draft a reply”, “find contacts at Acme”. See what Stella can do for example prompts.
3
Point it at what you're looking at
Use Inspect to aim Stella at a specific record, row, or chart, so it acts on exactly that.
4
Approve an action
When Stella wants to write, send, or delete, it asks first. Approve it, or set a standing “always allow” rule so it stops asking (see Permissions).
Try it out
Ask Stella to summarize a record you have open, then to draft a follow-up email. Nothing is sent until you send it.Next steps
Chat Agents
Save a reusable persona for the chat.
Property Auto-Fill
Let AI fill a field on your records.
Rules & Skills
Teach the AI your guidance and
/command procedures.Models & Providers
Pick which model powers it.