Help centre / AI & Automation

AI assistant & chatbot

Asking questions about your data and drafting content.

In-House Team → AI Assistant (and the chat bubble) answers questions grounded in your platform data — 'which jobs are unassigned tomorrow?', 'draft a scope for a roof leak' — and can draft emails, briefs and summaries. It never changes data without you confirming.

• AI Brief — on requests turns a rough description into a structured scope and suggested category; service detection (no AI, instant) suggests the Service Required as you type.

Related: Create a job request · WhatsApp: intake & job offers