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No lock-in — change or cancel any time.
What does the AI Assistant actually help with?
Handles your customers over chat and your Client Portal — here’s what it can resolve on its own, without you having to be there.
Quotes
- Shows their previous quotes
- Quotes instantly from your public catalog
- Puts together a custom quote when nothing fixed fits
Invoices & collections
- Checks their invoices and balance owed
- Reviews their account statement
- Flags when they’ve made a payment, for you to confirm
Production
- Answers where their order stands
- Takes requests to prioritize a job
Files & documents
- Receives and confirms files your customer shares
- Resizes/adjusts a new image (for print/design businesses)
- Saves the approved file to the order
Support
- Notifies you if it can’t resolve something, instead of leaving the customer hanging
- Logs suggestions or complaints directly in the system