Gambit questions from sales leaders and Jira admins

Gambit is a CRM that runs inside Jira Cloud. Deals, accounts and contacts are work items in your own Jira site. Support, product and engineering teams see the customer and the revenue on their own work. Free on Jira sites of up to 10 users.

No. Gambit is built on Atlassian Forge, so it installs only in a Jira Cloud site. There is no Jira Data Center version. A Jira admin installs it from the Atlassian Marketplace and runs the setup wizard, which lists each change first. The five steps are on the get-started page.

Free on Jira sites of up to 10 users. From 11 to 100 users, each user costs $2.50 a month. Above 100, each band costs less, down to $0.10 a user above 2,500. Atlassian bills you in US dollars, monthly or annually.

Priced on every user of your Jira site.

Atlassian counts every user on your Jira site, whether or not they use Gambit. A site of 11 to 100 users pays the 11 to 100 rate on every user, so 15 users pay for 15. Above 100 users, each rate applies only to the users inside its band.

Yes. Start a free trial from either Marketplace listing, Gambit's or Mail Sync's. A trial gives you every feature of the edition you're trying, including that edition's monthly AI. Sites of 10 or fewer users don't need one, because the free tier covers them.

A Jira admin. The setup wizard runs in your browser as you, so it needs Jira admin rights. Limiting Gambit to a new group also needs a site admin. If that isn't you, the wizard shows a ready-to-send message for your site admin. It continues once the group exists.

Setup creates three company-managed spaces, keyed RBCRM, RBDIR and RBACT by default, and you can pick other keys. It creates or reuses the fields, workflows, schemes, group and security levels it needs. Before you apply, the wizard shows each one, with before and after values for anything it modifies. The summary line reads "Nothing existing will be deleted."

Yes. Gambit works on every Jira plan, and imports and industry packs work on Jira Free too. On Jira Free the setup wizard skips the access question and says why in one line. After an upgrade to Jira Standard, Gambit offers within a day to add its security levels.

On Jira Free, everyone on the site sees every record; private deals need Jira Standard or above.

In your Jira site and in Forge storage, both hosted by Atlassian. If your Jira site is pinned to a location, that data is hosted there too. It moves when the site moves. The AI runs on Forge LLM, in Atlassian's AI processing locations. Its results are stored back in your site.

Your deals, accounts and contacts stay in Jira as work items, with their files attached. Your customer history never sits hostage in another system. Atlassian keeps the app's Forge storage for at most 28 days after uninstall. Before you uninstall, the backup and export guide shows how to take your own copy.

Gambit's own indexes and AI working state go when you uninstall, except what its nightly Gambit Archive item keeps.

Backup and export · What you keep

The people the deal owner chooses. The deal's email is limited to the same people, everywhere Jira checks permissions. Jira's security levels set who can open it, so admin rights alone don't. Setup's access choice sets who sees customers and deals across the site; a private deal narrows that for one deal.

On Jira Free, everyone on the site sees every record; private deals need Jira Standard or above.

Your IT team, or each rep, depending on the mail provider.

Microsoft 365 users connect their own mailbox wherever their IT allows it, or IT connects everyone; Google Workspace capture is connected by the IT admin; capture is labelled beta; personal Gmail opens after Google's review, with a waitlist.

Capture needs a paid Gambit plan.

No. Mail Sync connects with read-only access to mail and calendars. It sends, moves, changes and deletes nothing in a mailbox or calendar. Each person can list addresses or domains to keep out of Gambit. An admin can limit it to chosen mailboxes. Disconnecting a mailbox deletes its access tokens.

Yes. Import Salesforce, HubSpot or Pipedrive exports, or a spreadsheet. A dry run checks each row before anything is created, and Undo lasts for 14 days. Gambit matches owners to Jira users by email, then by name. The import report checks your open pipeline against your source, to the cent.

Ask works each answer out from your question. It lists the metric definitions, filters, dates and grouping it used, so you can check each figure. It counts only the records you can open in Jira. Pipeline, ARR and win rate use the same definitions each time.

No. Gambit's AI proposes changes, and a person accepts each one. When you can edit the fields a proposal touches, you apply it yourself. Otherwise the approver gets a Jira Approval request. After a change applies, Undo shows for 10 seconds. The activity history keeps Undo while the fields hold the applied values.

No. Gambit's AI reads only what the person asking can open. Customer data isn't used to train or tune a model. The AI runs on models hosted by Atlassian, and requests go to no other model provider. Prompts, sources and outputs stay in your own site's storage for 30 days, then are deleted.

Only the Gambit agent and Rovo Studio agents built on its tools use Rovo credits, from 3 Dec 2026. Gambit's own AI and background jobs are included in your subscription and use neither Rovo credits nor Automation steps. Automation rules built from Gambit's templates use Automation steps from your first renewal on or after 3 Dec.