AI Assistant Overview

AI Assistant

Open it with the ✨ sparkle icon in the header. The panel has four tabs.

Ask

Ask a question in plain English and get a grounded answer with links to the records it came from:

• "Which tickets are overdue this week?"
• "How is our top client doing?"

Ctrl+Enter submits. Answers cite their sources, so you can open the underlying record rather than take the summary on trust.

Do

Describe an action and the assistant works out what to do — "Raise a high priority ticket about the Exchange outage at Acme". It proposes the action for you to confirm; it does not act unannounced.

Summarize

Pick an entity type — ticket, company, or deal — and paste the record's ID. You get an AI-written summary of that record and its recent activity.

Note that this tab does not read the page you are on. It summarises whatever ID you give it, so copy the ID from the record's URL first.

Search

Semantic search across your data — it matches meaning, not just keywords, so a search for "printer keeps jamming" finds a ticket that says "paper feed fault".

Elsewhere in the product

Ctrl+K opens the command palette. Once you have typed three characters it shows an AI Results section alongside the ordinary navigation matches, so semantic search is available without opening the panel.

Draft with AI sits on a ticket, on the reply box and on the activity tab. It drafts a response from the thread for you to edit. Nothing is sent automatically.

Usage

AI usage is recorded per call. There is no usage dashboard yet — Admin → AI Usage currently states that a dedicated dashboard will arrive in a future update, and that page is visible to platform super-admins only.

Where to go next

• Understand the whole module → How the AI Assistant Works
• Next in this module → Asking the Assistant to Do Things
• Semantic Search
• Draft Ticket Replies with AI
• See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together