Get started
Get started with AI
Ask Stella to do something, and see it act on your data.
Stella
What Stella can do
A plain-language catalog of what you can ask, with example prompts.
Inspect the page
Point Stella at a record, row, or chart and ask it to act.
Tools
The actions it can take: read records, create properties, send email, search the web.
Permissions
Standing “always allow” rules. View and revoke them.
Agents
Chat Agents
Reusable personas with custom instructions, scoped focus, and tool gating.
Property Auto-Fill
AI that fills a property on demand or on triggers.
Extend the AI
Rules & Skills
Standing guidance (rules) and reusable
/command procedures (skills).Provider Tools
Tools connected providers give Stella, gated by your approval.
MCP Connections
Connect external MCP servers for read-only tools.
Recommendations
Proactive nudges about your accounts, conversations, and team.
Feature reference
Works with
The AI reaches across the rest of Custral, it acts on your real data, not in a silo.Communications
Draft and send email, run chat agents on conversations, and summarize threads.
Data & records
Auto-fill properties, and read or create records straight from a prompt.
Automations
Run AI actions inside workflows and trigger property auto-fill on events.
Surfaces
Ask Stella to build a view or dashboard, or inspect the open page.
Business knowledge
Settings → AI → Business knowledge is what every AI feature knows about your business: what you sell, who to and how, your value proposition, instructions for every AI feature, and the websites and help docs Custral scans. Fill from your website drafts the answers from your scanned site for you to review and save. Stella and playbook drafts also read your calls, call library, reviews, docs and records — only what the person using them can open. The website chat bot reads the scanned sites only.Reference & settings
Models & Providers
The model catalog and what each is good for.
Best practices
Getting reliable, predictable output.