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The assistant
Ask a question in plain words and get the answer from your own budgets, expenses, tasks, and photos.
- Where it is
- Sidebar › Assistant, or More › Assistant on a phone
- Who can use it
- Everyone on the team, once an owner or admin adds the workspace's Anthropic key
The assistant looks things up in your workspace the way you would, by opening the budget, the expenses, the board, and the photos, and then tells you what it found. It can read. It can't add, change, or delete anything.
Turn it on
The assistant runs on your own Anthropic account, the same key that reads receipts. Anthropic bills you directly, usually a few cents a question; a long chat or a question about photos costs more.
- Step 1: Create an API key at console.anthropic.com.
- Step 2: In the app, open the account menu and choose AI key.
- Step 3: Paste the key into Anthropic API key and choose Save key.
If you already added a key for receipts, the assistant is on. To keep one team member from using it, turn off Assistant for them on Members; see Invite your team.
Ask a question
- Step 1: Open Assistant in the sidebar, or under More on a phone.
- Step 2: Tap one of the starter questions, or type your own in Ask the assistant and choose Send.
- Step 3: Watch the small labels above the answer, like Budget or Expenses. They show what it read.
- Step 4: Follow a link in the answer to open that page and check the number.
Open it from a house and “this house” means that one. Ask a follow-up in the same chat and it remembers what you were talking about. Stop ends an answer early.
- “Which houses are over budget?”
- “What did we spend on plumbing here since September?”
- “What's due this week across my houses?”
- “Look at the latest kitchen photos. What still looks unfinished?”
- “Which contractors have insurance running out soon?”
What it can see
Exactly what you can. A team member's assistant reads only the houses and tools that person has, so it won't tell a crew lead the profit on a house they can't open. Contractor logins don't have the assistant.
| It can | It can't |
|---|---|
| Read houses, budgets, expenses, tasks, contacts, permits, financing, rentals, and notes | Add, edit, or delete anything |
| Look at photos, receipts, and invoices you uploaded, up to 20 in one chat | Open other files under Documents |
| Add up and compare numbers across houses | Search the web, send email, or message a contractor |
Your chats
Each question starts or continues a chat. Chats are private: only you see yours, not even an owner sees a team member's.
- New chat starts fresh. Use one chat per topic; a long chat costs more per question because the whole chat is sent each time.
- The ⋯ next to a chat has Rename, Archive, and Delete.
- Archived chats shows what you archived. Move back to chats restores one.
- Delete removes a chat and its answers for good. Nothing in your houses changes.
- On a phone, Chats opens the list.
If it doesn't answer
| You see | What to do |
|---|---|
| Turn on the assistant | An owner or admin needs to add the key under AI key. |
| Anthropic didn't accept this workspace's API key | The key was revoked or mistyped. An owner or admin replaces it under AI key. |
| Anthropic turned the request down | Check that your Anthropic account has credit, then choose Try again. |
| This chat has gotten too long to add to | Start a New chat and ask there. |
| That's a lot of questions in an hour | Each person can ask 60 questions an hour. Wait a few minutes. |
Where your data goes
To answer, the app sends your question and what the assistant reads for it to Anthropic, under your own key and your own Anthropic account's terms. It sends only what the question needs, not your whole workspace. Your chats are stored with your workspace and are deleted with it.