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The Assistant is a workspace-aware AI helper. You chat in plain language; it reads your data, drafts actions, and — only after you confirm — performs writes on your behalf using the same permissions and safeguards as the rest of the app.

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Open the Assistant

Choose Ask AI to open the Assistant. Type what you want, for example “summarize my recent discovery jobs” or “draft an ICP for mid-market fintech.”

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Read, draft, confirm

  • Read requests (questions about your data) return answers inline.
  • Draft requests propose content you can use.
  • Write actions are never performed silently — the Assistant shows a confirmation card with exactly what it will do, and nothing is written until you approve it.
Owners, admins and members can use the Assistant; viewers cannot. Writes always honor your workspace permissions. The Assistant needs an AI model for your workspace: if none is available, ask a workspace admin to connect a provider in Settings → Providers.
Beta limitations. The Assistant is bounded during the private beta: a limited number of tool calls per message, and messages are metered. Confirmation is always required before any write.