Chat with Agiled AI

Chat answers questions about your business in seconds, using your own clients, projects and invoices. It can also draft things for you, such as a client update or an estimate.

Ask a questionCopy Anchor Link

1. Open Agiled AI in the sidebar. Chat opens first.
2. Type your question under What can I help with? Name the client, project or invoice when it matters, for example "What's left to do on the Brightbloom website project, and what's overdue?"
3. To add a brief, contract or screenshot, select Attach file or paste an image. You can add up to 4 files per message, and say which file to use.
4. Press Enter, or select Send message.
5. Read the answer. Ask a follow-up in the same conversation, or select New chat for a different topic.

You're done when you have the answer, or a draft to review.

Questions to tryCopy Anchor Link

• "Which invoices are overdue, and who owes the most?"
• "Summarise where the Brightbloom project stands for a client update."
• "Draft an estimate for a 3-page website for Olivia Bennett."
• "Which deals haven't moved in two weeks?"

Hand off bigger workCopy Anchor Link

For something that takes longer, such as a report, a spreadsheet or a set of drafts, describe it in Chat. The work carries on in the background while you keep chatting. Follow it and review the result in Work. See Review work.

If you ask for the same kind of work again and again, save it as a worker.

Pick up a past conversationCopy Anchor Link

Your recent conversations are listed under AI sessions in the sidebar. Select View all sessions to search them, and Archive session for ones you're done with.

Build and change things from chatCopy Anchor Link

• Ask Agiled AI to build a form, proposal, contract, Smart Flow or workflow, and it opens the right builder and builds it there.
• Ask it to tag contacts or update your company details. Tagging several contacts, or changing details your clients see, waits for your approval.
• While it works, its steps show above the answer. They fold into a short line when it's done.

Good to knowCopy Anchor Link

• Chat only sees what your role can see. If it can't find a record, check that you can open it yourself.
• When Chat wants to send something to a client or make an important change, it shows a card with Approve and Reject. See Staying in control.
• Invoices and estimates it prepares are saved as Draft with a link for you to check and send.
• Don't paste passwords, card numbers or other secrets into Chat.

RelatedCopy Anchor Link

• Review work
• Fix problems with Agiled AI