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Lesson 10 of 10 · ~4 minutes · Prerequisite: Lesson 9 — Reports and dashboards

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What you’ll learn

  • Where and how to activate Arya’s AI
  • How AI credits work
  • Best practices for effective prompts

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Where you meet AI in Arya

AI is embedded in strategic spots across the platform:

AryaChat

Conversational chat with full workspace context. Available from the sidebar or with ⌘+K.

Contextual sidebar

On every record (deal, company, task) Arya suggests next steps based on the data.

Report Chat

Ask dashboards questions in natural language.

Document generation

Create emails, proposals, summaries from the record context.

Call intelligence

Automatic transcription, summaries, action items extracted from calls.

Data enrichment

Select a group of companies and ask Arya to fill missing fields.

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AryaChat in practice

1

Open the chat

Click the chat icon top-right or press ⌘+K (Mac) / Ctrl+K (Windows).
AryaChat interface with conversation thread and input bar
2

Ask a question

Write in English or Italian. Examples:
  • “Show me the 5 largest open deals” → Arya replies with a clickable table
  • “Create a task to call Mario Rossi tomorrow” → Arya creates the task (asks for confirmation)
  • “Summarise the last month of activity on Acme Corp” → structured answer with key events
  • “Write a professional follow-up email on this quote” → ready-to-send draft
3

Confirm actions

For actions that modify data (create records, send emails) Arya always asks for confirmation. You can also undo right after.
4

Voice input

Click the microphone icon → speak. Arya transcribes and replies. Useful on mobile.

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AI credits

AI use consumes credits. Every plan includes a monthly quota; beyond that you can:
  • Wait for next month’s reset
  • Buy additional credits
  • Use your own OpenAI/Anthropic API key (BYOK)

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Approximate consumption

ActionCost
Simple chat question1-3 credits
Report Chat with analysis5-15 credits
Email/document generation10-30 credits
Call transcription (60 min)50-100 credits
Call summary10-20 credits
Company enrichment (with web)5-10 credits

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Monitor usage

In Settings → Arya AI you see:
  • Available credits
  • Usage history per user and type
  • Detailed call logs (Agent logs)
AI credits panel with balance and monthly usage chart

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Earn credits

For every referred workspace that becomes paying, you receive €10 in AI credits (non-expiring). See Referral program.

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Bring your own key

If you prefer to use OpenAI or Anthropic directly:
1

Get an API key

Generate a key at platform.openai.com or console.anthropic.com.
2

Paste into Arya

Settings → Arya AI → Provider → select OpenAI (BYOK) or Anthropic (BYOK) → paste the key.
3

Pick the model

Select which model to use (e.g. gpt-4.1, claude-sonnet-4-6). Params: temperature, reasoning verbosity.
From that point Arya uses your provider: no Arya credits consumed, you pay the provider directly.

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Prompt best practices

❌ “Write a follow-up email” ✅ “Write a follow-up email to Mario Rossi at Acme Corp about the quote sent yesterday, professional but casual tone, short length, in Italian”
When you’re on a deal page, Arya already has the deal context. Just say: “Draft me a script for the next call” — no need to repeat the data.
If the first reply isn’t perfect: “Shorter”, “Add a reference to expected ROI”, “Change to a more formal tone”.
AryaChat keeps thread memory. Keep working on the same context instead of opening new chats for every question.

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Verify

You tried AryaChat with at least three different questions
You know where to check credit balance and usage history
You know how to connect your own API key if you prefer BYOK

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You finished Arya 101!

Congratulations. You now know the fundamentals of Arya Nest.

Module deep dives

Detailed guides for every platform section.

Mobile app

How to use Arya on iOS and Android.

Advanced automations

Webhooks, branching, loops, complex integrations.

Reference

Glossary, keyboard shortcuts, FAQs.