Using the AI assistant
Chat, staged proposals, and the floating dock.
The AI assistant reads your workspace (tasks, pipeline, finance, documents, calendar) and can both answer and act.
Ask anything: "what needs my attention", "which deals are stalling", "what is our runway if we hire two more people".
Act by asking for changes: "move the billing task to review", "add a recurring payment for Figma". Changes are never applied directly. The assistant stages a proposal you approve or reject, and proposal cards update live.
The floating button (bottom right) opens the dock on any page. it resumes your last conversation. The Chat page is the full workbench with history, document attachments, and session sharing. Model tiers trade speed against depth, and the credit meter next to the tier picker shows your monthly usage.
The assistant is part of Pro.