The Upcycle AI assistant answers questions about your workspace and prepares work for you, such as a task or a follow-up. It never changes anything until you confirm.
Steps
- Click the assistant button at the bottom corner of any page. The Upcycle AI assistant panel opens.
- Type what you need in plain words, in Arabic or English, and send. For example: "Which of my tasks are overdue?" or "Create a follow-up task for this client tomorrow".
- Read the answer. When you ask for a change, the assistant shows a card that says Awaiting confirmation with what it is about to do.
- Click Confirm to let it run, or Cancel to drop it. After it runs, the card shows Done and an Open button that takes you to the result.
- To add a file, click Attach files or drop the file on the panel, then send your question about it.
- Click New chat to start a fresh conversation, or Previous chats to go back to an older one. Full screen gives you more room.
Good to know
- The assistant knows which page you are on, so on a client or project page you can say "summarize this client" without typing the name.
- It can search clients, leads, deals, projects, tasks, invoices and your team, show campaign performance, search the web, read a web page and audit a website.
- It can prepare: tasks and status changes, leads and deals, a scheduled follow-up, a draft campaign, a draft invoice, a project from a template and its plan, a leave request, clocking in or out, and a reply to a ticket.
- It works within your own permissions. If you may not do something yourself, the assistant cannot do it for you.
- You can attach up to 5 files per message, 15 MB each: PDF, Word, Excel, CSV, text or images.
- Every plan has a monthly AI allowance. When your company has used it up, the assistant tells you, and an admin can buy more credit or upgrade.
- Check what the assistant wrote before you send it to a client. It can make mistakes.