Using the AI assistant
Ask about your workspace and prepare changes for review.
Ask with context
Open Assistant from the workspace toolbar. Ask a question about clients, invoices, projects or support. The assistant’s access follows your workspace role.
Review before applying
Inspect the proposed steps before approving them. You can cancel a plan. Client communication requires its own approval; preparing a draft is different from sending it.
Understand credits
AI credits are shared by your workspace. Usage depends on the model and the amount of input and output, rather than a fixed number of messages.