Insight & Control

AI Assistant

Your business copilot

Ask questions in plain language and get answers grounded in your own data — role-aware, and available both inside the app and as a public lead chatbot.

Included in every plan, with nothing extra to buy
Shares one set of records with every other module
Your data kept apart from every other customer

Start free trial Book a demo

Ask about your business in plain language

What's included

What you can do with AI Assistant

Above: ask about your business in plain language.

Ask about leave, expiring documents, leads, tickets and assigned assets
Understands date ranges like "this week" or "last Friday"
Role-aware answers that respect permissions
Public-site lead chatbot for pricing and feature questions
No sensitive finance data without the right role
Every question logged for audit

Works with

Connected, not another silo

The assistant answers through the same role and permission checks a logged-in user would hit — it only ever sees what you can see.

Reports & Analytics Documents E-Signatures Knowledge Base Surveys API & Webhooks

Try AI Assistant on your own data

Every module, one price per user. 14 days free. No credit card required.

Start free trial See pricing

Get started Book a demo