Start with business context
The assistant includes tools for reading supported workspace records, including assets and customers. Access is tied to the user and workspace context.
Prepare a supported next action
Supported tools include drafting quotations, agreements, invoices, follow-ups, and maintenance work. Available actions depend on configuration and access.
Review before proceeding
Proposed write actions use a confirmation workflow. Check names, dates, items, and amounts before approving an action; AI output can require correction.