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AI assistant
The assistant answers questions from your projects, schedule, contacts, and billing, and creates or updates records for you — only ever within what you can already see.
What it can do
- Answer questions about projects, schedules, contacts, and money.
- Create and update projects, tasks, events, shifts, and billing documents.
- Ask before anything sensitive: sending a message or deleting a note page waits for your yes.
- Open it from the assistant button anywhere, or the full-page Assistant.
Full guide
AI assistant
Ask about your workspace and let the assistant draft and act.
Still stuck?
Send our team a message and we'll get back to you within a business day.