AI & Intelligence

AI Assistant

A chat-based AI assistant and copilot with real conversation history, grounded in your organization's own data rather than answering in a vacuum.

2Features
1Benefits
0Industry Clouds

Problems Solved

  • Generic AI chat tools don't know anything about your actual business.

Benefits

  • An assistant grounded in your real business data

Features

Chat-based assistantConversation history

How It Actually Works

1

Message sent

Saved as a real message in the conversation before anything is generated.

2

Real context assembled

If the conversation is about a specific client, that client's actual Brand Kit (voice, primary color, target audience) is pulled in as context -- only when one genuinely exists, never a claim that context was retrieved when it wasn't.

3

History carried forward

The last messages in that same client-scoped (or general) conversation are included, so the assistant isn't answering cold on every turn.

Getting Started

  1. 1Enable AI Assistant from the Module Marketplace and connect an AI provider in Settings
  2. 2Fill in a client's Brand Kit under CRM to get client-aware answers -- without one, the assistant still works, just without that extra context

Related Knowledge Articles

Works Well With

Need help implementing AI Assistant?

Enterprise deployment, workflow design, and data migration — talk to the team that builds it.