The AI Shop Assistant
What it is
The Shop Assistant is an AI you talk to like a teammate, pinned at the top of your chat list. Ask it about your shop and it answers from your real data, in plain language. It reads, it doesn’t change anything, so you can ask freely.
What you can ask
- How’s the shop doing? It’ll sum up production, throughput, revenue, and flag where to dig in.
- Production and turnaround, jobs completed lately, your busiest day, average prep, approval-wait, and production times.
- Money, invoiced revenue, overdue invoices, top customers by revenue.
- Workload, how work is spread across your team.
- Something specific, tag a job, invoice, customer, or worker with
@and ask about it directly. “What’s the status of @INV-0042?”
It only uses your actual numbers. It won’t invent figures, if it doesn’t have something, it says so.
The revenue figure the assistant quotes for “the last 30 days” is the full invoice total of every invoice marked paid that was created in that window. It is not the amount collected, and it is not dated by when payment landed. For collected dollars, read the Revenue panel on your dashboard.
How answers arrive
- Replies stream in a word at a time rather than appearing all at once, so you can start reading before it finishes.
- Every reply carries thumbs up and thumbs down. Tap one to rate it, tap it again to clear. It’s how we find the answers that miss.
- The assistant keeps the last 12 turns of a conversation in full. Anything older gets condensed into a short running summary, so a long thread stays coherent without resending the whole history. Details from way back may come through fuzzier than what you just said.
Who can use it
The Shop Assistant is available to admins on the Professional plan (and during the trial), since it surfaces revenue and shop-wide data.
Usage limits
Each shop has a daily token allowance for the assistant that resets at midnight UTC. You can watch the meter in two places:
- Inside the chat panel itself, as a “N% of today’s AI usage” line under the assistant conversation.
- In Settings, under AI assistant usage.
If you hit the limit, the assistant replies that it’s out for the day and pauses until the meter resets.