AI Assistant

Create a customer from the AI Assistant

Ask the AI Assistant to draft a new customer, check or edit the details on the card, then approve it to create the customer.

See what really happened after you approve a payment action in the assistant

After you approve a payment, payment link or overdue follow-up in the assistant, the card now shows whether it was completed, only simulated or failed.

See which estimates are waiting on the customer

The AI Assistant lists only estimates you've actually sent when you ask which estimates are waiting on the customer.

Understand "Decided by" on the Assistant activity page

The Assistant activity page now shows "Unknown" when a change was decided but the person who decided it can't be found, and "No one" only when a change expired.

Who can see the AI Assistant

The AI Assistant menu item and header shortcut only show for users whose role includes AI access.

Cosmos Assistant overview

What the Cosmos Assistant sidebar is—asking about jobs, schedule, fleet, and settings in plain English—and how it differs from the phone-based AI Receptionist.