AI Assistant
AI Assistant overview
Understand what the AI Assistant can help with, when to use it, and how your team stays in control.
The AI Assistant helps your staff move faster through everyday facility work. You can ask it to look up records, summarize what it finds, help you create next steps, and open the right page for you.
Use it when you know what you need, but do not want to click through several pages to find it.
The assistant is helpful, but your team is still in charge. Always review names, cars, dates, amounts, and messages before you use an answer or confirm an action.
What you can ask the AI Assistant to do
- Find records — search for a customer, car, appointment, parking spot, inbox thread, invoice, quote, or recurring billing information.
- Answer quick operational questions — ask what is scheduled today, how many parking spots are available, or where a vehicle is parked.
- Prepare work — ask for help setting up a customer, car, appointment, drop-off, pickup, move, event, or photo session.
- Open the right page — ask the assistant to take you to Cars, Contacts, Schedule, Parking Spots, Inbox, or another related page.
- Draft communication — ask for a professional message draft before you send it to a customer.
When to use it
Use the assistant when a staff member needs help with a normal work question, such as:
- "What is on the schedule today?"
- "Look up Alex Morgan's cars."
- "How many parking spots are available?"
- "Set up a new customer with a vehicle coming tomorrow at 2 pm."
- "Take me to the parking spots page."
What the assistant should not replace
The assistant is a helper, not a manager. It should not replace your team's normal review process for important records.
Treat assistant answers as a draft whenever they affect customer records, billing, scheduling, customer messages, or vehicle history. If something looks wrong or incomplete, stop and check the record directly.
How the assistant protects your work
Some requests only show information. Other requests can prepare changes. When a request may create or change records, the assistant may show review cards before anything is saved.
Review cards are important because they let you check:
- the customer name
- the vehicle
- the appointment date and time
- parking details
- notes
- any missing information
If more than one item is being prepared at the same time, you may see a Confirm All button. Only use it after every card looks correct.
How-to guides in this section
- Use the AI Assistant
Learn how to open the assistant, ask a clear question, read the answer, and follow links to the right page. Read the guide →
- Review AI proposals
Learn how to check assistant-prepared cards before creating customers, cars, appointments, events, or other work. Read the guide →
Good next steps
After you are comfortable with the AI Assistant, review these related areas:
- Cars for vehicle records
- Contacts for customer records
- Schedule for appointments and team planning
- Parking Spots for facility location tracking
- Inbox for customer messages