The AI Assistant app adds AI help for your team and your clients. AI never sends, saves or pays anything on its own. Everything it produces is a draft or an answer for a person to review.

For your team

• Draft a reply to a client message.
• Catch me up: a short summary of a conversation or a client.
• Weekly client update: a client-friendly summary of the week's progress. Internal tasks and private notes are left out.
• Proposal and contract drafts, based on the client's own earlier documents.
• Automations in plain English: describe what you want and the builder fills in the form. Nothing is saved until you press Save.

For your clients

• A chat assistant in the portal that answers questions from your Help Center and from that client's own projects, invoices and proposals.
• "Explain this" for an invoice or proposal, in plain language.
• It can only read the signed-in client's own information, and it can't change anything.

Turning it on

• Add AI Assistant from the App Library, then adjust it in Settings → Assistant.
• There you can add tone and persona guidance (for example "Keep replies short and friendly"). It can never widen what the assistant can see.
• A daily request cap keeps usage predictable, and Settings shows how many requests you've used today.
• You can hide the assistant from particular clients using client tags.