Ask your data, instead of digging.
A natural-language layer over every module — projects, schedule, contacts, billing. The assistant has 30+ structured tools for fetching, analyzing, and (with your approval) acting on your workspace.
How it works
The assistant uses a tool layer rather than a vector search. Your message gets routed to specific tools that read or write data — the model never guesses, and every action it proposes shows you exactly what's about to happen before you confirm.
- Read tools — list_projects, get_shift, find_contacts, get_invoice, etc.
- Analyze tools — overtime_summary, budget_variance, crew_utilization
- Action tools — assign_shift, draft_invoice, create_task — always confirmation-gated
Where to use it
Open the assistant via ⌘ K from anywhere in the app, or visit the dedicated AI page. Both share the same conversation history per user.
What it's good at
- Cross-module questions ('Which client paid late and has crew working this week?')
- Bulk drafting ('Draft a call sheet from this brief, then create the tasks')
- Quick analytics ('Top 3 crew by overtime this month?')
- Inline reformatting ('Convert this email into a quote')
Quotas and providers
Each plan includes a monthly request quota. You can switch between Claude, GPT, and other providers under Settings → AI; bring-your-own API key on Studio + Enterprise.
Usage is tracked per-user per-conversation; admins can see a breakdown under Admin → AI → Usage & billing.
Privacy
Conversations and tool outputs stay inside your workspace. No customer data is used to train provider models. You can purge a user's history from Settings → AI → History.