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Getting Started with Blank AI

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Starting a Chat

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In the standalone app

  1. Go to agent.blankl.ai and sign in
  2. Click New Chat or press Cmd+N (Mac) / Ctrl+N (Windows)
  3. Type a message and press Cmd+Enter to send

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In the sidebar

  1. Open any Blank product (HR, CRM, ERP, etc.)
  2. Click the AI toggle button in the top bar
  3. The AI sidebar opens on the right
  4. Type a message and send

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Example Prompts

Here are things you can ask:
  • “Show me my team’s leave balance” (HR)
  • “List my open deals” (CRM)
  • “What’s the stock balance for Item X?” (ERP)
  • “Create a task in the Engineering project” (Plan)
  • “How much storage am I using?” (Upload)
  • “Send a reminder for document Y” (Sign)
  • “Find pages about onboarding” (Notes)
  • “What’s the price of AAPL?” (Terminal)
The AI figures out which product to use and calls the right tools.

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Attaching Files

Click the attachment button in the message input to attach files (images, PDFs, CSV, text, DOCX). The AI can read and discuss attached files. Up to 5 files per message, 10 MB each.

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Understanding Tool Calls

When the AI accesses a product, you’ll see a tool call block showing what it did (e.g., “Calling hr_list_employees…”) and the result. Click to expand details.

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Organizing Chats (Standalone App)

  • Rename — Hover a chat in the sidebar and click the rename icon
  • Archive — Move old chats to the Archived section
  • Folders — Create folders in the sidebar and drag chats into them
  • Delete — Remove a chat permanently

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Taking Notes (Standalone App)

Go to Notes in the sidebar. Click New Note to create one. Notes auto-save as you type. Press Cmd+K (Mac) / Ctrl+K (Windows) to search across your chats and notes.