🤖 AI Assist & Automation
Discover how to leverage AI Assist to speed up your workflow. Learn to automate project creation, extract client PDF selections, and work smarter.
By Jamie and 1 other2 authors8 articles
- AI Assist Basics: Interface, Chat History & Credit UsageThis article covers the basics of the interface, how to manage your chat history, resume previous AI conversations and monitor your monthly AI credit limits.
- Building & Using AI Skills TemplatesSkills are pre-saved, richly formatted text blocks that you can build and store to serve as prompt context for AI Assist. By using Skills, you can give the AI the…
- Automated Project & Contact Creation via AINow let's dive into how AI Assist can actively help you build out your workspace rather than just generating text. One of the biggest time-savers is using the AI to…
- PDF Uploads, Image Analysis & Catalog MatchingGiving AI Assist the right context is the key to unlocking its full potential. Instead of manually typing out every detail from a client's inspiration board or event brief, you…
- Reports - Curate AI AnalysisWith AI-powered analysis, you can discover trends, optimize strategies, and uncover new opportunities like never before!
- How to Use AI Assist for Catalog Updates and Product CreationYou can now use AI Assist to bulk update existing items using a CSV file or quickly create new products by uploading vendor documents or simply typing what you need.
- Unlocking Advanced Reporting and Order Insights with AI AssistAI Assist gives you direct access to deep project insights and effortless report generation. You can now use natural language to quickly find the exact data you need without manual…
- Using AI Assist to Manage Past-Due PaymentsAI Assist can help you quickly identify projects with overdue balances and streamline the process of following up with your clients. Rather than manually checking each project's payment schedule, you…