The AI Assistant allows you to ask questions, upload documents, and request actions directly within Adaptive. It can complete tasks for you, and it requests your approval before it makes changes.
1. Access the AI Assistant
To open the AI Assistant:
Navigate to the top-right corner of the screen.
Click the AI Assistant chat icon.
This opens the assistant panel where you can begin interacting with it.
2. Ask Questions or Provide Prompts
Once the AI Assistant is open, you can interact with it directly.
You can:
Ask questions
Upload documents
Provide prompts or instructions
After entering your request, click Send to submit it.
3. View Conversation History
You can access previous conversations with the AI Assistant.
To view history:
Click the arrow icon in the top-right corner of the assistant.
Select Conversation History.
Within the history view, you can see:
Full conversation history
Items awaiting follow-up
In-progress agents
4. Run Multiple Requests
The AI Assistant supports running multiple requests at the same time.
While a request is being processed, you can:
Navigate to other conversations
Review conversation history
Create new requests
This allows you to work on several tasks simultaneously.
5. Use Full Screen or Close the Assistant
You can adjust how the AI Assistant appears on your screen.
Options include:
Full Screen — expand the assistant for a larger workspace
Close — click the two right arrows on the right side of the panel
6. How Approvals Work
The AI Assistant requests your approval before it makes a change. It shows you the proposed change and waits for you to approve or cancel it.
The assistant requests your approval before it:
Creates or edits a bill, expense, purchase order, change order, vendor, job, or lien waiver
Approves or archives bills in a batch
Sends anything to a vendor, such as an email, an ACH request, or a lien waiver reminder
Important: The assistant does not make the change until you approve it.
If you have any questions or want to share feedback, feel free to reach out at [email protected].