Skip to main content

AI Assistant

Overview​

The AI Assistant is a context-aware chat interface embedded throughout the CRM. Unlike a generic AI chatbot, it has access to your actual data: job records, customer history, estimates, schedules, notes, and messages. Ask it a question about a specific customer and it pulls their record. Ask it to draft a follow-up message and it writes one that references the actual job details.

It's designed for the moments when you need to move fast — a customer calls with a question, a dispatcher needs to write a professional response, a technician wants to check notes before arriving on site. The assistant reduces the time between "I need to do this" and "done."

Features​

  • Contextual Q&A — Ask questions about any job, customer, estimate, or schedule; the assistant searches and synthesizes the answer from live CRM data
  • Message Drafting — Generate SMS, email, or internal note drafts personalized to the current job and customer
  • Estimate Assistance — Help drafting line items, scope descriptions, or pricing explanations
  • Note Summarization — Summarize long job histories into a concise brief
  • Action Suggestions — Recommends next steps based on job status (e.g., "This estimate has been open 5 days — send a follow-up?")
  • Voice Input — Available on mobile; speak your request hands-free

Capabilities by Role​

RoleAccess Level
Owner / AdminFull access — all records, draft + send
DispatcherFull access — all records, draft + send
TechnicianRead-only for customer data; can draft notes
OfficeFull access — all records, draft only

CRUD Reference​

ObjectCreateReadUpdateDelete
AI Conversation✅✅—✅
Drafted Message✅✅✅✅
AI-Generated Note✅✅✅✅
Action Suggestion—✅—✅ (dismiss)

Notes​

The AI Assistant does not automatically send messages — it drafts them for human review. All outbound communication requires explicit approval by a staff member. Conversation logs are retained for 90 days and visible to account Admins. The assistant respects role-based access controls — it will not surface records the current user cannot view directly.