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Use Sanka AI

Open Sanka AI from your workspace and ask it to inspect records, prepare drafts, and run approved workflows.

Last updated: June 27, 2026

Sanka AI is the built-in assistant for your Sanka workspace. Use it to inspect workspace data, prepare drafts, check approvals, and run workflows with the permissions of the signed-in Sanka user.

Preparation

  • A Sanka account
  • Access to the Sanka workspace you want to use
  • Permission for the records or workflows you want Sanka AI to inspect
  • Available Sanka Credit for AI usage
If you cannot open a workspace or see the records you need, ask a workspace administrator to check your user role first.

Open Sanka AI

  1. Sign in to Sanka.
  2. Open the workspace you want to use.
  3. Click Sanka AI in the top bar.
  4. Type your request in the Sanka AI panel.
Sanka AI uses the workspace you currently have open. If you work across multiple workspaces, switch to the correct workspace before asking it to read or update data.

Confirm the connection

Start with a read-focused request so you can confirm that Sanka AI can access the expected workspace data.
Sample prompt
Show the 10 most recently created companies and include their creation dates.
You can also ask it to summarize a specific record before taking action.
Sample prompt
Check Acme's latest deal and summarize the customer, amount, close date, and missing information. Do not create or update anything yet.

Review before actions

For business actions, ask Sanka AI to inspect and prepare first. Create, send, approve, archive, or sync only after you have checked the result.
Sample prompt
Prepare an invoice draft for the approved order from Acme. Show the customer, line items, tax, due date, and total before creating it.
When Sanka AI needs confirmation, follow the confirmation shown in the conversation. Sanka AI follows the same permissions, approvals, and workflow rules as the Sanka app.

Review usage

Sanka AI usage is charged from Sanka Credit. Workspace administrators can review recent AI activity from Workspace → Plan & Billing.Check the usage list when you need to understand which surface created a charge, how many tokens were used, or whether a Slack, Teams, or email message used Sanka AI.

Troubleshooting

  • If Sanka AI does not open, refresh Sanka and sign in again.
  • If Sanka AI cannot see a record, confirm that your Sanka user has access to that object and workspace.
  • If a request stops before completing, ask Sanka AI to summarize what it checked and what is still missing.
  • If a workspace has no Sanka Credit, recharge the workspace balance from Plan & Billing.
  • If an action requires approval, complete the approval flow shown by Sanka instead of bypassing it in chat.
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