9. AI Assistant
Why. Quickly find out something about a project or assign a task using natural language.
How to use. The "Open the AI assistant" button in a project or on the main screen (on the main screen, it searches across "All projects"). Type or click "Dictate by voice".
Example questions.
- "What needs to be ordered this week for the Waterfront project?"
- "How much does the bedroom lighting cost?"
- "Assign a task to Anna to approve the sofa by Friday."
Good to know.
- The assistant answers based on your project data, understands typos, and English names.
- It considers a task created only when it's actually recorded.
- "Clear context" — to start a conversation over.
- The paperclip in the input box (inside a project) opens the "Receipts & quotes" window with the chosen files — the assistant itself applies nothing. Upload a whole folder or a Google Drive link in Estimates → "Receipts & quotes" (section 4.3).
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.