Answers
Questions in plain English. Answers from your own data.
Ask the way you'd ask your office manager. The assistant looks it up across service, accounting, inventory, and payroll, and shows its work.
- Live, interactive grids built right in the chat, not screenshots of a report
- Save any grid as a favorite or pin it to your home dashboard
- Links to the records behind every answer
- Follow-up questions that build on the last answer
Postings
Paperwork in. Postings out. You approve.
Attach a vendor invoice as a PDF or a photo. The assistant fills in the details and prepares the posting, and you see exactly what will change before anything is recorded.
- Vendor invoices, cash receipts, deposits, and prepayments prepared from documents or a sentence
- A clear review card with the plan, the ledger effects, and any warnings
- Your controls still apply: closed periods, approval queues, and duplicate protection
- The assistant can't post on its own. A person clicks Review & Post every time
Across the platform
AI where the work happens.
Beyond the assistant, AI handles the small, tedious jobs in the office and in the field.
Call summaries
Recorded RingCentral calls are transcribed and summarized on the customer record, with sentiment and whether a follow-up is needed.
Equipment data plate scanning
Techs photograph a unit's data plate in the mobile app, and the make, model, and serial number fill in on their own.
Customer-ready work descriptions
A tech's quick notes become a clean, professional description of the work for the invoice.
It learns how you work.
Tell the assistant your conventions once, like which account fuel goes to or how you name jobs, and it remembers them.
- Personal and company-wide memory you can view, edit, or clear
- Role-based access: you choose which roles can use the assistant and manage company memory
Right where you work.
The assistant is part of ServiSuite, not a separate app. It opens next to whatever you're working on and keeps your conversations.
- Docked panel or full screen, sharing the same conversation
- Attach PDFs and photos right in the conversation
- Conversation history saved so you can pick up where you left off