AI Assistant panel

A helper that sits on every page of your workspace. Ask for something in plain words and the assistant panel does it on the page in front of you, one step at a time, so you can watch it happen and undo it if it is not what you wanted.

Overview

Type "Create a contact form with name, email and message" and the assistant panel opens the form builder and adds each field while you watch. Type "make email required" and the email field changes in front of you. You stay in charge the whole time:

• It creates and edits drafts for you, and every change comes with an Undo button.
• It walks you through jobs with several parts, showing which step you are on.
• It never sends, publishes or pays for you. When a step needs you, it points at the real button and leaves the click to you.

Open the panel

1. Select the glowing AI Assistant sphere (bottom-right unless you have moved it) on any page, or press Alt + /.
2. Type what you want, or tap one of the suggestions under the message box.
3. Press Esc to tuck the panel away. Your conversation is still there when you open it again.

The assistant panel is not shown on the AI Assistant page, because that page is already a chat. On a laptop or larger screen it opens along the right-hand side and the page moves over to make room. On a phone or tablet it opens as a panel along the bottom of the screen, and while it is working it shrinks to a slim bar with a Stop button so you can see the page change.

Past conversations

1. Select the clock at the top of the assistant panel panel.
2. Your conversations are listed with the most recent first. Type in the search box to find one by its title.
3. Select a conversation to open it and carry on where you left off.

Move the sphere

Press and hold the sphere, then drag it anywhere on the screen, with a mouse or with your finger. The assistant panel remembers where you left it on that device. You can also select the sphere with Tab and move it with the arrow keys. The panel always opens in the same place, wherever the sphere sits.

What it can do

• Build and edit forms - create a form with its fields, rename it, add, change, remove or reorder fields. See Build forms by asking.
• Take you to the right page - ask "where do I set up payments?" and it opens that page for you. Where a step needs a particular button, it points at it.
• Walk you through a job - when a job has several parts it lays out the steps and shows where you are, such as "Step 2 of 4".
• Suggest a service you do not have yet - it shows an install card. You choose whether to install it, and if you cannot, the card lets you ask an admin.
• Hand data questions to the AI Assistant - questions like "which invoices are overdue?" open the AI Assistant with your question ready to send.

When it is missing something it needs, the assistant panel asks one short question and offers a few answers you can tap, rather than guessing.

The assistant panel can only do what your role already allows. If you cannot edit forms yourself, you cannot edit them through the assistant panel either.

What it never does

• It never publishes, sends, pays, refunds or deletes anything. It shows you the button and you press it.
• It never installs a service on its own.
• It never writes over changes you have not saved. See Unsaved edits.
• It asks before creating more than three new things from one message.

Something that is already live, such as a published form, is treated with extra care. The assistant panel only changes it while it is open on your screen, and may ask you to confirm first. Anywhere else, the change goes to AI Review for someone to approve.

Undo a change

Every change the assistant panel makes shows an Undo button in the conversation. You can also type "undo that".

• Undoing a new record removes it, including anything the assistant panel added to it afterwards. Undoing an edit puts the record back the way it was.
• Undo is available for 24 hours, only to the person who asked for the change, and only while you still have permission to make that change.
• If someone has edited the record since, Undo stops and tells you, so it never throws away their work.

Undo is recorded in your workspace's audit log alongside the original change.

Unsaved edits

If the page you are on has changes you have not saved, the assistant panel asks before it does anything:

• Save and send - saves your changes, then carries on with your request.
• Discard and send - throws your unsaved changes away, then carries on.
• Save draft and continue - shown on a brand new form that has never been saved.

AI credits

Each message you send to the assistant panel uses AI credits from your plan's shared pool, the same pool the AI Assistant and other AI features use. Pressing Undo, opening a page, and watching the steps play out do not use extra credits.

See how many credits your workspace has left on the Subscriptions page in the app, and how plan allowances work in Billing. When credits run out the assistant panel tells you, and anything it already created stays saved.

Turn it on or off

The workspace owner always has the assistant panel. Everyone else sees it when their role includes the Use the AI Assistant panel permission. All four built-in roles include it.

1. Open Team Management → Roles.
2. Create or edit a custom role and find the AI Assistant panel group.
3. Turn the permission off, then give that role to the people who should not see the assistant panel.

To decide which assistant changes need approval first, open AI Review → Settings and turn on Require approval for that action. See Review rules.

Panel or full page?

They are the same assistant and make the same changes behind the scenes. The panel has an Open the full page button when you want more room. The difference is where you watch them: