AI Assistant Overview
What the AI Assistant can do and how to open it from anywhere in the platform.
AI Assistant
Open via the ✨ sparkle icon in the header or Ctrl+K → AI Assistant.
Ask anything
Ask questions in plain English:
- "Show me all high-priority tickets opened this week"
- "Which companies have overdue invoices?"
- "What devices had CPU alerts yesterday?"
Returns a grounded answer with links to the matching records using semantic search.
Summarize the current page
While viewing a ticket, company, or work order, click Summarize for an AI-written summary of the record and recent activity.
Draft a reply
On a ticket, click Draft Reply (✨ button) to generate a suggested response from the thread. Insert with one click — never auto-sent.
Usage is metered and visible under Settings → AI Usage.
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
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