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Ask the AI Assistant for customers with an open estimate in a city

1 min read

Ask the AI Assistant for a targeted customer list, such as customers in one city who have an open estimate. You get that list back, or a clear message if nothing matches.

Before you start

You need access to the AI Assistant in Servinix.

Steps

  1. Click the sparkles button in the header to open the AI Assistant.
  2. Click New Chat.
  3. Type your question, for example: "Show me customers in Austin with an open estimate."
  4. Press Enter.

Result / verify

The reply lists the customers in that city who have an open estimate. If there are none, or the assistant can't filter by that city, it tells you so instead of showing an unrelated list. A small typo in your question doesn't change the answer.