The AI Assistant is a built-in helper you can chat with from any screen in Include GO. Ask it questions in plain English and it can look up answers from your own business data ("show my open invoices"), walk you through a process step by step with links to the official help articles, take you straight to the page you need, or even do the work for you — creating a project, updating a task, logging time, or adding a note — always asking for your confirmation first.
Where to find the AI Assistant
Look for the round robot button in the bottom-right corner of the screen. It is available on every page. Click it and the chat window opens right where you are, so you never lose your place.
What you see in the chat window
Area | What it does |
|---|---|
Chats panel (left) | Your recent conversations. Click one to pick up any earlier thread exactly where you left off. |
Assistant picker (top) | Switch between General, Sales, and Financial assistants. General handles most day-to-day questions; the specialized Sales and Financial assistants are still being finished. |
New Chat | Starts a fresh conversation. Your previous one stays in the Chats panel. |
Starter prompts | One-click suggestions to get going — for example Create a new project or Show recent invoices. Once you've used the assistant, your own recent prompts appear here instead. |
Message box | Type your question and press Enter. While the assistant is answering, the send button becomes a stop button you can use to interrupt it. |
Asking a question
Type your question the way you would ask a coworker. Here the assistant was asked "How do I create an invoice for a customer?" — it found the official help article, turned it into short numbered steps, and cited the article at the bottom so you can read the full guide.
Click the robot button in the bottom-right corner.
Type your question and press Enter.
Watch the answer stream in. Small status chips (for example Searching…) show what the assistant is looking up along the way.
Click any link in the answer — such as the Source article — to open the full help page.
What the assistant can do
Answer from your data — search projects, tasks, accounts, invoices, purchase orders, people, payroll, time entries, bank transactions, the general ledger, and more.
Run real reports — for "how many" and "how much" questions (AR aging, job profitability, labor hours) it runs the actual report and gives you exact figures.
Teach you the steps — for "how do I…" questions it answers from the official help center and links the article it used.
Take you there — say "take me to payroll" and it opens the page for you.
Do the work — create projects and tasks, update them, log or fix time entries, add internal notes to invoices and purchase orders, archive or complete records, and more — each one confirmed by you first.
It always asks before changing anything
Whenever the assistant is about to create, change, or delete something, it stops and shows a confirmation card summarizing exactly what it plans to do, with Yes, do it and Cancel buttons. Nothing happens until you click Yes. If several records match what you asked for, it shows a clickable list so you can pick the right one instead of guessing.
Letting it take you to a page
When you ask to go somewhere — for example "Take me to AR Invoices" — the assistant shows a short countdown card. Click Go now to jump straight there, or Cancel to stay put. If you do nothing, it opens the page when the countdown ends.
Your conversation history
Every conversation is saved. The Chats panel on the left side of the chat window lists your recent threads with a preview and timestamp — click one to reopen it and keep going. Use New Chat to start clean, and the refresh button at the top of the panel to update the list.
The AI Usage page
Administrators can see what the assistant is costing from the AI Usage page in the left sidebar. Pick a month at the top right, and the page shows the total cost, total tokens (the units AI usage is measured in), and a per-person breakdown. The What do these mean? link explains each token type in plain terms.
Where used elsewhere
Every page — the robot button follows you throughout the app, so help is always one click away.
Help articles — the assistant's step-by-step answers link back to the help center, making it a quick way to find the right guide.
Permissions
Chatting is available to every signed-in user — no special permission needed.
The assistant only sees what you can see. Every lookup and every action respects your own permissions. If you can't view payroll, neither can your assistant — it will tell you so instead of answering.
AI Usage requires the view AI usage permission, so it is typically visible to administrators only.
Tips
Be specific. "What's the balance on the Hillcrest invoice?" gets a better answer than "invoices?".
Let it navigate for you. "Take me to…" is often faster than hunting through menus.
Use it to learn. Ask "how do I…" and you'll get the short version of the help article, with a link to the full one.
Don't worry about mistakes. Anything that changes data needs your Yes first, and you can always click Cancel.
Start a New Chat for a new topic. Shorter threads keep answers focused.
Common questions
Is my data used to train AI models? Your prompts and the records the assistant looks up are processed by the AI provider only to generate the response you see. They are not used to train publicly available AI models. If you have questions about your organization's data policies, ask your administrator.
Can the assistant change or delete things without me knowing? No. Every action that creates, changes, or removes data shows a confirmation card first, and nothing happens unless you click Yes, do it.
Why did the assistant say it couldn't access something? It works under your permissions. If a record or module is off-limits to your account, the assistant can't see it either.
What's the difference between the General, Sales, and Financial assistants? General is the everyday assistant that covers the whole app. Sales and Financial are specialized versions still being finished — most users should stay on General for now.
Does chatting cost anything? Each conversation uses AI tokens, which have a small cost your company can track on the AI Usage page. A typical question costs a fraction of a cent.
Related topics
Dashboard — the home screen where you'll most often open the assistant.
AR Invoices — the invoicing guide the assistant cites in the example above.