Boards

General Feature Requests ⚡

Communicator feature requests & bugs

Invoicing Feature Requests

Time Tracking Feature Requests

Project Management Feature Requests

Agreements (Version 2)

Calendar/Scheduler Feature Requests

Accounting Feature Requests

Client Portal Feature Requests

Requests / Ticketing Module

Integration Feature Requests

Public API and Webhooks

Sales Pipeline / Automations

Usability Issues 🔬

Bugs 🐛

AI Assistant

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AI Assistant

Use AI assistant to auto email

It would be super helpful if I could prompt the AI assistant to write and send auto emails using workflows for personalized confirmations of the receipt of the lead forms.

Provide a way to opt-out of processing data for AI Assistant

I have no desire to use the AI Assistant features and would like a way to opt out of my data being processed by it. Essentially, an option to turn off the business summary section and any processing of data for it.

Enable AI assistant for monthly before month closes

Right now I can only talk to the AI business summary monthly data after the month is ended. I would like to chat with data before the month closes. For example at week 3 the monthly folder should be clickable

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