Articles on: AI Search

How to use the CrowdReply AI Agent

Use the CrowdReply AI Agent to ask questions about your brands, visibility, tasks, and account data without leaving the dashboard.

What you can do

The AI Agent can help you:

Check AI search visibility and how your score is moving
Review social listening mentions and tracked keywords
See task status and recent platform activity
Look up credits, billing, and plan limits
Run actions you approve first (such as creating tasks or pausing prompts) when you confirm the cost

Plan access

The AI Agent is included on all plans (Starter, Growth, and Enterprise) with MCP + API access.

You need an active subscription before you can chat.

Team members invited to a subscribed workspace can use it too. Switch to your team profile, pick one of their brands, then open the AI Agent.

If you do not see the AI Agent tab, check that your subscription is active from Account Settings → Billing → Explore plans.

How to use it

In the left sidebar, switch from Dashboard to AI Agent.
Click New chat to start fresh, or open a recent chat under Recents.
Type your question in How can I help you today? and press Enter to send. Use Shift+Enter for a new line.

Team members: Select a brand in the top bar before you send your first message.

Tips while you chat

Try the topic pills (AI Search, SEO Growth, Account, Cleanup) for example prompts.
When an action costs credits, a confirmation popup shows the estimated cost. Approve or decline before anything runs.
Rename, delete, or copy conversation from the ⋯ menu on a chat under Recents in the sidebar.
Rename, delete, or copy conversation for the open chat from the ∨ menu next to the chat title at the top left.
Press Cmd+K (Mac) or Ctrl+K (Windows) to focus the message box from anywhere on the page.
If you see Conversation limit reached, click Start new chat. Your other chats stay saved.

Good to know

The AI Agent can make mistakes. Double-check important answers before you act on them.
Each chat is tied to the brand you had selected when you started it. Switch brands? Start a new chat.
Credit-based actions use your balance the same way they do elsewhere in CrowdReply.

FAQs

Is the AI Agent the same as MCP?
No. The AI Agent lives inside CrowdReply. MCP connects external tools like Claude or Cursor to your account. See the MCP setup guide if you want that.

Can teammates use the AI Agent?
Yes, if the workspace owner has an active subscription. Teammates must switch to the team profile and select a brand before chatting.

Why can I see the tab but not send messages?
You may be on a team profile without a brand selected, or your subscription may have lapsed. Pick a brand or renew your plan from Account Settings → Billing.

Updated on: 06/07/2026

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