Using the AI Assistant
Chat with the PlaidCloud AI Assistant — manage conversations, see token usage, and ask the assistant to draft expressions for workflow steps.
The PlaidCloud AI Assistant is the in-app chat experience for asking questions about your data, generating workflow expressions, and performing operations in natural language. It is separate from the AI Agents (MCP) area, which covers connecting external AI clients to your tenant.
Chat with the PlaidCloud AI Assistant — manage conversations, see token usage, and ask the assistant to draft expressions for workflow steps.