The AI assistant — ask, don't type
A small chat button sits in the bottom-right corner of the Hub for staff accounts. Click it, and ask a plain-English question about your work instead of clicking through pages to find the answer.
> The assistant is included on the Company plan. On Solo and Crew it > doesn't appear — an owner can upgrade any time under Settings → Billing. > If you're on Company and still don't see it, an administrator hasn't turned > the feature on yet.
What you can ask it
The assistant can look up, for the company you're currently signed into:
- Deals — search by name, or list everything in the pipeline with its stage.
- Estimates — the line items, categories, tax rate and markup on a deal's
estimate, and any variations.
- Estimate categories — what category names are already in use on a deal,
so you can keep naming consistent.
- Tasks — filtered by deal, by a search term, or including completed ones.
- The job schedule — one deal's schedule tasks, or a company-wide list of
every job with an active schedule.
Open the assistant from a deal's page and it already knows which deal you mean — ask "what's on this estimate?" without naming it.
What it can't do yet
The assistant can only answer questions right now — it cannot create, change, or delete anything. If you ask it to update a price, add a task, or change a deal's stage, it will tell you it can't and explain what to do instead. Writing (with your confirmation before anything is saved) is planned for a later release.
It also only ever sees what's true today — it won't guess at a price or a date it doesn't have an answer for. If it has nothing to tell you, it says so rather than making something up.
What it can see
The assistant only ever sees the company you're currently signed into — never another company's data, even if you belong to more than one. It works from the exact same permissions your account already has; it can't reach anything you couldn't already open yourself.
Privacy
When you use the assistant, your message and whatever data it looks up to answer you are sent to Anthropic's API (the company behind Claude, the model that powers it) — the same way your message would leave the building if you emailed a question to a consultant. This only happens when you actively send a message; the assistant never runs in the background.
Every conversation is kept, so your organisation's owner can review what was asked and what the assistant answered.