The AI Assistant is a context-aware chat helper that can answer questions about the platform, summarise records, and (when enabled) query your organisation's data on your behalf.
Where to find it
- In the top navigation, click the help icon (question mark in the top right).
- Click AI Assistant in the dropdown.
- The assistant opens. Type your question in the chat input and press Enter.
The assistant is aware of which page you are currently on and tailors its answers to that context — for example, asking "what's overdue here?" on a workflow page returns information about that specific workflow.
What it can help with
- Explain how a feature works (e.g. "How do I create a recurring workflow?").
- Navigate the app ("Where do I configure tax rates?").
- Summarise records ("Give me a one-line summary of this client.").
- Query your organisation's data ("How many open invoices do I have?").
- Suggest next actions based on the current page.
Status
The AI Assistant is currently being rolled out. If you see a Coming Soon badge on the menu item, the feature is not yet enabled in your organisation — check back as it rolls out, or contact your administrator if you'd like early access.
Tip: When the assistant is enabled, use specific questions instead of broad ones — "List my five most overdue invoices" gets a better answer than "How's my billing?".
Note: The AI Assistant requires an active paid subscription. Your conversations stay scoped to your user and your active organisation — your data is not shared with other tenants.