The AI Assistant adds an Ask button to every page of the portal. A client can type something like "Who do I contact for support?" or "When's the next training?" and the answer comes back in a few seconds, in the portal's language.

It reads only the features you've turned on: open tasks and their due dates, what's waiting on the client, the shared doc, links, notes, time and invoices. It doesn't see task descriptions, internal comments or anything the portal hides. When the portal doesn't hold the answer, it says so and points the client to you.

Turning it on

  1. Open the portal's indicators step in create or edit.
  2. Switch on AI Assistant and save.
  3. Clients see an Ask button in the bottom right corner. It opens a panel on the side of the page.