Agiled AI

Agiled AI knows your clients, projects and invoices, so you can ask it about your business and hand it work. Open Agiled AI in the sidebar. It has three tabs:

• Chat: ask a question, such as "Which invoices are overdue?", or describe something you want done.
• Work: follow work you've handed off and review the results, such as a report or a spreadsheet.
• Workers: saved helpers with instructions you write once, such as a project reporter you use every week.

Agiled AI asks you before anything important, such as sending an invoice or a document to a client, and saves invoices and estimates as drafts for you to check. See Staying in control.

Start hereCopy Anchor Link

1. Ask Chat a question about your business, such as "What's left to do on the Brightbloom project?"
2. Give AI some work and review the result in Work.
3. Create a worker from a template, for a job you do often.

Everything in Agiled AICopy Anchor Link

• Chat with Agiled AI
• Create a worker
• Give a worker work
• AI worker examples
• Write good worker instructions
• Review work
• Staying in control
• Fix problems with Agiled AI
• AI settings in Settings › Agents