AI Assistant (search, actions and Confirm cards)

Ask questions across all your apps and approve actions safely.

Open AI Assistant in the left rail. Ask in plain language, for example:

What needs my attention in today's mail?
When am I free for an hour next week?
Which invoices are overdue?
Show my upcoming bookings
Find Lerato in the CRM
What is the status of documents I sent for signature?

The AI Assistant home screen with suggested questions

What it can read

Your mail, calendar and free/busy time, booking pages and bookings, Accounting (invoices, quotes, customers, items), CRM contacts and leads, e-signature status and your files. It only sees your own data and that of your company, never other customers'.

Answer to “Which invoices are overdue?”, taken from Accounting

Actions and Confirm cards (Executive)

On the Executive AI plan the assistant can prepare actions: draft a reply, insert a booking link, add a calendar event, book a slot, create draft quotes or invoices, log a CRM call, or send a quote for signature. Nothing happens until you click Confirm on the card it shows. You can Cancel instead, and cards expire after 10 minutes.

The assistant checks your calendar before proposing a draft

Important: Always read a Confirm card before approving it. Drafts are saved to your Drafts folder and are not sent until you send them yourself.

Tiers

AI plan	What you get
None	AI Assistant hidden (the Writing Assistant still works)
Business	Search and answers across your apps (read-only)
Executive	Everything in Business, plus actions with Confirm cards

Usage counts against your monthly AI allowance. AI settings & usage (top right) shows what has been used.