Workspace answers
Look up client information, unpaid invoices and project details with the access your workspace role allows.
Ask questions about your workspace and prepare the next steps with an assistant that works with your clients, projects and documents.

Ask about the work without assembling it from different tools.
Look up client information, unpaid invoices and project details with the access your workspace role allows.
Choose an available provider and Fast or Smart mode before starting a conversation. The selection stays with that conversation.
The assistant prepares proposed changes as a sequence of steps you can inspect, approve or cancel.
Describe the work and prepare a project with its tasks. The assistant can ask for missing details before proposing changes.
Prepare a quote or update proposal sections using the context in your workspace.
Review the proposed changes before running them. Sending to a client requires its own approval.
Bring the assistant into support work when you ask for help.
Read a ticket thread, prepare an internal note, update an assignee or link a task. Client replies require an explicit request and approval.
Return to your own conversations. AI use draws from your workspace credit balance.
Turn the context already in your workspace into a plan for the work ahead.
Explore projects & deliveryStart free. Bring your workflow together as you go.