AI Assistant
The AI assistant (AI plan) lives behind the ✨ button in the app. Ask it anything about your business in plain language — it looks up your real data before answering, and it can act on your behalf.
What it can answer
Section titled “What it can answer”- “Which invoices are overdue?”
- “Show my hot leads”
- “How profitable is project 1042?”
- “What’s on my calendar tomorrow?”
- “What’s my closing rate this month?”
It reads clients, leads, quotes, invoices, projects, financials, the dashboard and your calendar — always only your company’s data, respecting your role.
What it can do
Section titled “What it can do”- Create and update leads and clients, move leads across the kanban, add comments
- Build quotes with line items and update them
- Create invoices (manually or from a project), update them and record payments
- Create projects (including from an approved quote), tasks and appointments
- Approve or reject expenses (owners/admins)
Creations start as drafts — the assistant never publishes anything to a client on its own.
Confirmation for irreversible actions
Section titled “Confirmation for irreversible actions”Anything that leaves the company or can’t be undone shows a confirmation card first — you review the exact action (“Send quote Q-1042 ($1,250.00) by email to john@acme.com”) and click Confirm or Cancel. This applies to:
- Sending quotes or invoices by email
- Sending portal invites
- Converting a lead into a client
- Deleting anything
Unconfirmed proposals expire when the conversation moves on. Every action the assistant performs is recorded in the activity log, same as actions done by hand.
Conversations
Section titled “Conversations”Your chat history is saved per user — reopen any conversation from the clock icon, or start fresh with +. The assistant answers in the language you write in.