Ask about any job, then confirm or undo what it does

It answers questions about your contacts, jobs, leads, quotes, invoices, schedule and tasks, and adds up totals for any period. It creates tasks, contacts, calendar events, contact notes and quote drafts when you ask. With your Confirm, it sends quotes and payment reminders. It also answers how-to questions from the help center and links the article it used.

Some changes wait for you, and the rest can be undone. Sending or changing a quote, moving a lead, changing a job's status and sending payment reminders all show a card with Confirm and Reject. Creating a task, contact, calendar event or quote draft runs at once, and the card offers Undo as long as nobody edited the item since.

No. The assistant can only do what your role and your organization's plan allow, and Confirm and Undo run the change as you. When you ask for something outside your access, it names the area and level your role would need. It also names the people who can change your role.

Each reply uses AI credits. Your plan includes credits every month, and they reset on the first day of the next month. You can buy credit packs, which never expire, or turn on auto top-up to buy a pack when your balance drops below a threshold you set.

Yes. An owner or administrator can set a default monthly credit limit, then give any member a custom limit or no limit. When a member reaches their limit, the assistant stops for that member alone, and everyone else keeps using it. Limits reset on the first day of the next month.

Anything the assistant created or changed shows an AI badge with the avatar of the member who asked. Hover over the badge to see whether it was created or changed, by whom, and on what date. The badge appears on contacts, quotes, schedule items, job checklist items, lead history and the client timeline, never on what your customers see.