Docs section
AI Assistant guides
Matches the AI Assistant entry in the dashboard sidebar for record search, task help, proposals, and workflow shortcuts.
AI Assistant overviewUnderstand what the AI Assistant can help with, when to use it, and how your team stays in control.Who can use the AI AssistantLearn which staff members can open the AI Assistant, what they can look up, and how a manager grants access.Manage your assistant chatsStart a new conversation, find past chats, and keep each topic easy to follow.Use the AI Assistant from iMessageConnect a team iMessage group chat so staff can ask the facility assistant questions from their phones.Use the AI AssistantOpen the AI Assistant, ask a clear question, review the answer, and use links to continue your work.Fix voice and microphone problemsSolve common microphone and speech issues so staff can still use the AI Assistant with the keyboard.Ask about schedule, parking, and recordsUse everyday questions to check today's work, parking availability, and customer or vehicle details.Use the assistant during a customer callLook up customers, cars, and appointments quickly while a customer is on the phone—without putting them on hold for long.Ask about billing, contracts, and alertsUse the AI Assistant to check invoices, quotes, contracts, and expiring items—then verify in the dashboard before you tell a customer.From AI draft to customer messageTurn an AI Assistant draft into a real text or email in Inbox—without sending anything by accident.Prepare work with the AI AssistantAsk the assistant to draft new customers, vehicles, appointments, and other facility work for your review.When the assistant cannot helpKnow what to do when the AI Assistant refuses a request, shows an error, or gives an answer you should not trust.Review AI proposalsCheck assistant-prepared cards before creating or changing records.Connect iMessage to the AI AssistantAdd team phones, link a group chat in Messages, and turn on your facility assistant for text-based help.Use the AI Assistant in iMessageAsk your facility assistant questions from a team group chat in Messages and read short, helpful replies on your phone.Manage team memory for the AI AssistantSave long-term facts your facility assistant should remember across web chats and iMessage group texts.