AI Assistant
The AI Assistant is a chat panel built into the dashboard. Ask it questions about your feedback, get reports, and let it draft status changes or replies for you to approve. Open it from the AI Agent button (the sparkles icon) in the sidebar.
Not to be confused with the AI Agent (MCP) integration, which connects external AI tools like Claude Code and Cursor to your feedback. The AI Assistant lives inside the dashboard and needs no setup.
What It Can Do
| Capability | What it does |
|---|---|
| Answer product questions | Searches these docs and answers with links to the relevant page. |
| Query your feedback | Lists projects and comments, counts them, and summarizes recent activity. |
| Generate reports | Builds a feedback report (for example, 'what was done last week') you can download as Markdown or PDF. |
| Propose actions | Drafts a status change or a reply, shown as a confirmation card you approve before anything happens. |
Asking About Your Feedback
Ask in plain language. For example:
- "How many open comments are on my marketing site?"
- "What did clients report this week?"
- "Show me high-priority feedback across all projects."
The assistant only ever sees the projects and statuses you are allowed to see, so its answers are scoped to your access. If you have more than one project, name the project or it will ask which one you mean.
Reports
Ask for a summary or digest and the assistant gathers the data, then renders a report card. The card includes Download as Markdown and Download as PDF buttons, so you can share it with your team or a client.
Actions and Confirmation
The assistant never changes your data on its own. When you ask it to update a status or reply to a comment, it proposes the change as a confirmation card. Nothing happens until you click confirm, and replies are attributed to you.
If the assistant says it did something, it did so only after you approved the card. Every confirmed action is recorded in an audit log.
Who Can Use It
The AI Assistant is available to everyone, with access scoped to each role:
| Role | What they get |
|---|---|
| Workspace Admin | All projects and statuses, plus custom instructions and saved preferences. |
| Team Lead | Only assigned projects, with their role-visible statuses. No preferences. |
| Client | Only invited projects, with their reduced statuses. No account, billing, or integration help. |
Custom Instructions and Preferences
Workspace admins can give the assistant durable, account-level guidance, for example a preferred report format or tone. The assistant also learns standing rules when you clearly state them. These preferences apply across every chat.
Preferences are account-level and available to workspace admins only. Team leads and clients do not see this feature.
Privacy
The assistant's tools scope every result to what your account and role may see. It will not surface other accounts' data, and it has no access to passwords, tokens, or payment details. For billing questions it points you to Account > Billing.