AI assistant
The AI Assistant is a chat panel built into the Company Portal. Ask it questions about your operation in plain language, have it find records and open pages for you, run reports, read documents you give it, suggest prices, and prepare changes and imports for you to confirm.
The assistant works as you: it can only see and do what your own permissions allow.
What you can ask it to do
| Kind of task | Examples |
|---|---|
| Find and navigate | "Open order 1234." "Show me unassigned orders for tomorrow." "Filter accounting to overdue invoices." |
| Answer questions | "Which orders are running late?" "What's the status of dispatch today?" "What do we usually charge from Newark to Chicago?" |
| Run reports | "Top customers by revenue this quarter." "Receivables aging." See Reports and exports. |
| Work with documents | Attach a rate sheet, manifest or PDF and ask for a summary, or ask questions about documents in your library. |
| Suggest prices | "Recommend a price for 6 pallets from Dallas to Houston." |
| Optimize routes | Choose Optimize with AI when you reroute a route on the Dispatch board, then ask "Why is this stop first?" See AI routing. |
| Prepare changes | "Create a route for these orders." "Update this customer's phone number." Changes wait for your confirmation. See Actions and confirmations. |
| Import data | "Import the orders in this spreadsheet." "Load this price sheet." You review everything before it is imported. See Importing with AI. |
| Adjust the app | "Switch to dark mode." "Change the language to Hebrew." "Show the setup guide." |
When your company has connected integrations such as QuickBooks Online, Samsara or a maps provider, the assistant can also use them — for example, to look up a customer in QuickBooks or check vehicle locations.
The assistant can make mistakes. Check important answers, and always review the details on an action or import card before you confirm it.
Opening and arranging the panel
The assistant's panel sits at the side of the app.
| To | Do this |
|---|---|
| Open it | Click the sparkle icon (Open AI Assistant) on the collapsed panel. |
| Make it wider | Drag the panel's edge. Double-click the edge to reset its width. |
| Use the full width | Click the arrow to expand it to full width; click again to go back. |
| Collapse it | Click the arrow pointing toward the edge of the screen. |
| Move it | Click the swap icon to move the panel to the other side of the screen. |
| Pop it out | Click the pop-out icon to open the chat in a floating window that stays on top while you work. This needs a browser that supports it, such as Chrome or Edge. Use Bring chat back to dock it again. |
In this section
| Page | Read it to learn |
|---|---|
| Chatting with the assistant | How to start and manage conversations, attach files, use voice, and read sources. |
| Actions and confirmations | Which requests change data, how action cards work, and how to undo. |
| Importing with AI | How to turn spreadsheets, PDFs and emails into orders, pricing, customers and more. |
| AI activity and usage | How to review everything the assistant did, see AI usage, and connect your own AI provider. |
The assistant in the Customer Portal
You can also give your customers a read-only assistant in the Customer Portal that answers questions about their own orders, quotes and invoices. Turn it on under Settings → Profile → Customer Portal AI Assistant. Customer users also need the Use AI assistant permission, which the Customer Portal role has by default. See the Customer Portal guides.
Permissions
| Permission | Needed to |
|---|---|
| Upload documents | Attach files in the chat. |
| Import with AI | Import data and draft orders through the assistant. |
| Activity log - view own AI activity / Activity log - view all users AI activity | Review the assistant's activity. |
| AI usage - view usage | See the AI Usage page. |
Everything else the assistant does for you uses the same permissions as doing it yourself.