Dante AI Workflows Contacts Settings

Loading...

Documentation

Drift Help

Everything from your first chat to running a compliance export. Press ⌘K from anywhere to search.

Getting Started

Your first 30 minutes

Workspace setup, three vault uploads, and your first chat.

Command palette (⌘K)

Search contacts, navigate, and run commands without leaving the keyboard.

Chat

Asking grounded questions

How Dante retrieves context and cites every source.

Reading citation chips

Strong vs. confirmed vs. provenance-only verification levels.

What the grounding score means

Strongly grounded, partially grounded, and general-knowledge responses.

Vault

Uploading documents

Supported formats, indexing time, and what to expect.

Document versioning

How updates preserve old citations.

Memory

AI memory review queue

Approving / rejecting facts the AI learns about your clients.

Memory categories

How the system tags facts by type for better retrieval.

Compliance

Generating an audit pack

Examiner-ready JSON exports for any contact or workspace-wide.

Retention policy

How long Drift keeps soft-deleted data and when it hard-deletes.

Right-to-erasure

GDPR / CCPA data-erasure flows for users and full workspaces.

Fair housing scanner (realtor)

How drafted listing copy is scanned for FHA risk language.

Settings

Billing and plan tiers

Starter, Pro, Enterprise — what's in each and how to upgrade.

Branding customization

Firm logo, brand color, custom subdomain, PDF header.

Roles and permissions

Admin, supervisor, advisor, read-only — what each can do.

Still stuck?

Enterprise customers have a dedicated CSM. Pro and Starter plans get email support within one business day.

Drift AI — CRE deal intelligence