Uma, your team's assistant

Uma is meruma’s assistant for your team. You ask the way you’d ask a teammate —“which chats are waiting for a reply?”, “how do I connect Instagram?”— and Uma answers with what’s in your organization or in this help center. It also prepares changes, but it makes none without your confirmation.

There is nothing to set up: Uma comes with every plan and doesn’t use any key of yours. It’s different from AI agents, which answer your customers: Uma works for the team.

Where to find it

On the web:

• The Uma button in the top bar opens the panel on the side. You can keep using meruma while it’s open.
• In the search (Ctrl+K, or ⌘K on a Mac), type your question and press Enter: anything that isn’t a meruma screen goes to Uma.
• On a contact, a card or a chat, Ask Uma opens the panel with it as context (“Looking at: …”), so you can ask “summarize this contact” without saying which one. If you don’t want the context, remove it from the panel.

On your phone, the Uma button sits at the top of the inbox, contacts, processes and agenda, and on a contact’s or a card’s page. In a chat, it’s in the ⋯ menu.

What it can do

• Look things up and summarize them. Contacts, cards, chats, your agenda, reports and the status of your channels: “what do I have today?”, “how are sales going this month?”, “what’s pending with Lucía?”.
• Explain meruma. It answers “how do I…?” with the articles in this help center and gives you the link. If there’s no article on it, it says so instead of making up steps.
• Prepare changes. A reminder, creating or moving a card, assigning a contact or a card (or many contacts at once, up to 50), a note, a message to a customer in their chat (not by email) or an automation.

When you open the panel, Your day shows what’s overdue, today’s agenda and the chats waiting for a reply. Summarize it asks Uma to walk you through it.

Nothing changes until you confirm

When you ask for a change, Uma doesn’t make it: it shows you a card with what it’s going to do.

• Confirm makes it, in your name and with your permissions, just as if you did it on the screen. Cancel drops it. A card left unconfirmed expires after 30 minutes.
• Once it’s done, Undo reverts it: it deletes the reminder or the note, moves the card back to its stage or its owner, or sends the new card to the trash.
• Messages to customers. The card shows the exact text, the channel and who gets it. A sent message can’t be undone. If you’d rather review it yourself, ask for a draft: you copy it and send it from the chat. When WhatsApp’s 24-hour window is closed, only a template can be sent, from the chat.
• Automations. Uma builds a draft —a trigger and its steps in order— that is created off. You open it in the editor, review it and turn it on there. What Uma can’t build yet (branches, emails, templates) you add in the editor.

What it sees and what it keeps

• It sees what you see. Uma looks at your organization with your permissions: what your role can’t see, Uma can’t either. It doesn’t read the custom fields your organization marks as sensitive, or channel credentials.
• Your conversations are yours. No one else in the organization can read them, admins included. They’re deleted 90 days after their last message, or earlier if you delete them from Conversations. Owners and admins see a log of the changes made with Uma (what, who and when), never the conversations.
• They’re not used to train models. Uma uses Anthropic’s Claude models on Amazon Bedrock. The details are in the privacy policy.

Limits

Uma has a usage limit per person per day, and another per organization per month, so there’s enough for everyone. If you reach one, Uma tells you: yours renews the next day and the organization’s, the next month. While the account is read-only because of the subscription, Uma doesn’t answer.

It’s an AI and can make mistakes: check what matters before you confirm.

Reviewed on October 31, 2026

Keep reading

• Your first AI agent: what it needs and what it costs
• Plans, limits and what is billed separately
• Answering as a team without stepping on each other