The AI assistant

Click Open AI assistant at the top right. The chat opens beside what you're doing and knows the case you have open: "add a note to this case" is enough.

It works in the workspace you have open, with your access.

Ask it to

01CasesFind, open, change values, add notes and reminders, move, create one or many

02TemplatesList, build from a blank and a filled copy, place fields, fill

03FilesRead PDFs, Word files and spreadsheets, attach, set the category, read an ID again

04Automations, filters, settingsSet up or change

05EmailAn email for the cases you mean, which you send from Gmail

06HelpAnswers from these docs

Building from a filled copy: Build from a completed example.

Small changes apply at once and show in the case's Activity: changed values, notes, new cases. Bigger ones show a card first.

Your request

previews

Waiting for your yes

yes

Applied

These wait: changes to many cases, mailbox moves, placing fields, automations, adding someone to a case, saved memory, settings, deleting a filter, moving a file. The card ends with Reply yes to apply. or names its change (Reply yes to move them.). A question, or "yes, but…", gets a new card instead.

You askMove every invoice from September to Archived

It showsMove 2 cases to Archived

The card endsReply yes to move them.

You typeyes

ThenThe 2 cases move

Click the paperclip, or drop files on the chat. With a case open they go to that case; with none open, say what to do with them. The + menu has Import a folder, New case and New cases from a list.

A spreadsheet

becomes

New cases

Tell it a rule to keep. It shows the rule and saves it when you type yes. Every chat in your organization can then use it. Only the account owner saves or deletes memory.

You sayRemember that our invoices are due in 30 days

It showsThe rule, waiting for your yes

After yesEvery chat in your organization knows it

• Past chats sit behind the clock button (Chat history), grouped by day and searchable by title. New chat starts over. Memory is the tab beside history.
• It runs on the AI model picked in Settings (Integrations & AI model) and spends the same AI tokens as everything else. The meter in the message box shows the month's use.
• A teammate who isn't an admin of any workspace can't change templates, automations, saved filters or settings through it.

Free and LiteYour templates and the documents you fill

Pro and ScaleEverything in the workspace

A request that needs ProA card says so, and nothing changes

• Integrations & AI model
• Build from a completed example
• Plans & limits