AI & Automation
AI Chat Copilot
A workspace-aware assistant with full tool access
The chat sidebar is always available in the app. It knows which page you're on, reads your workspace data, and can run the same tools your agents use.
What It Can Do
- Answer questions about your data (clients, projects, invoices)
- Create records (tasks, deals, contacts, time entries)
- Summarize projects, accounts, and deal history
- Draft emails, documents, and status updates
- Execute multi-step actions through tool calls
Page Context
The copilot sees the page you're viewing. Asking "summarize this project" on a project page just works without you pasting anything.
Conversations
Each conversation is saved. Pin important ones for quick access and start a new thread when you switch topics.
Chat vs. Agents
Chat is interactive and driven by you. Agents work autonomously on assigned tasks, replies, or schedules. Both use the same tools and produce identical results for the same operation.