AI Assistant
Early accessAn assistant that only knows what you are allowed to know
Ask questions about your customers, projects and invoices, draft follow-ups and summaries, and let it propose next actions, all grounded in your workspace data and your permissions.
AI Assistant is in early access. Available to invited workspaces while we finish it. The capabilities below describe what early-access workspaces can use; details may change before general availability.
What's included
AI Assistant, in practice
Grounded answers
Answers cite the records they came from. If the data is not in your workspace, the assistant says so.
Permission-aware
The assistant can only see what the person asking can see. Role and project permissions apply to every answer.
Next-action summaries
Ask what needs attention today and get a prioritised list with links to the records.
Drafts in your tone
Follow-up emails, project updates and proposal sections drafted from the record, ready to edit.
Create from notes
Paste meeting notes and turn them into tasks, decisions and a customer timeline entry for review.
Review before it acts
The assistant proposes changes; you approve them. Nothing is written to your data silently.
Outcomes
What changes for your team
- Less time writing status updates
- Faster follow-ups
- Fewer things forgotten
Connected to
Works with the rest of the workspace
- CRM & CustomersLeads, contacts, companies and the full history behind each relationship.
- ProjectsMilestones, budgets and status for every piece of client work.
- TasksAssignments, due dates and priorities, attached to the work they belong to.
- Documents & QuotationsQuotations, proposals, contracts and files, organised by customer and project.
- InvoicingInvoices from quotations, milestones or time, with payment status tracking.
Used by
See it in context
FAQs
Questions about the AI assistant
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access