Workspace
Assistant
Ask about your own book in plain words. Today this is a local search over your data; no AI model is connected yet.
The assistant lets you ask a question in plain words, such as "which containers are past their last free day?", and get an answer read straight out of the data you are allowed to see. It is meant to grow into an AI assistant. Today it is a simpler, honest version.
- Where
- Workspace › Assistant (/assistant)
- Who opens it
- Dashboard · view (everyone with a workspace)
- Answers from
- Only the data you can already see on other screens
- Saves
- Nothing
What it can see
The assistant is built on the server from the same filtered queries every other screen uses. It never shows you more than you could see elsewhere.
| Data | Included when you can see |
|---|---|
| Loads | Always, but only your own loads if you are a sales agent (R9), or delivered loads if you are finance-only (R5) |
| Customers and credit | Customers, or Approvals |
| Carriers | Carriers |
| Receivables | Receivables |
| Advances | Advance ledger |
| Margin | Company P&L, or Invoices |
A What I can see card shows how many loads, customers and carriers are in your snapshot.
Ask a question
Open the assistant
It greets you by name and offers suggested questions.Pick a suggestion or type your own
Type in Ask about your book.Read the answer
A suggested question gets a written answer marked From your data, followed by the facts behind it. Anything else gets a Local search list of matching facts.Open a load
Each fact that names a load links to it.
The suggested questions
| Question | Answers from |
|---|---|
| Which containers are past their last free day? | The last free day and pickup on your loads |
| Why can I not dispatch a load? | The carrier and advance gates (R1, R4) |
| What is overdue, and who owes the most? | Receivables, if you can see them |
| Is any advance still outstanding? | The advance ledger, if you can see it |
| What is my margin on the open book? | Rates and costs, if you can see margin |
Which suggestions appear depends on what you are allowed to see.
Connect a key
The page shows a Connect a key card with fields for your own key and a company key (the company key is for the owner). These fields are switched off. Nothing saves on this screen yet. When a model is connected, every model request will be written to the audit log.