Insights & AI
The AI assistant
Ask questions about your own quotes and let the assistant do the legwork.
Last updated
The assistant IS the dashboard: you land in a conversation with a composer at the bottom of the screen. On every other page it is a panel behind Assistant in the top bar. Both read the same thread, so a conversation started in one continues in the other.
It is a conversation, not a one-off generator. You ask in your own words, read the reply, and ask a follow-up in the same thread. If a draft it prepared is not quite right, say what to change and it prepares the change rather than starting again.
It answers from your own workspace: what is on a quote (by its number, so "quote 0051" is enough), a customer's history with you, your win rate, which quotes have gone quiet, and what is waiting on you.
Anything that would change your data arrives as a confirmation card first: a new customer, a customer update, a new service, a new quote draft, or a change to a draft. Nothing is written until you tap it.
Each assistant message costs 1 AI credit from your monthly allowance. Every plan includes credits, and AI can be switched off for the whole workspace in settings.
The support assistant is different
The Support page's assistant answers questions about how QuoteGlide itself works, grounded in this documentation. It's free to use on paid plans and doesn't spend your AI credits. If it can't help, it opens a ticket to a human.