AI Assistant (Bossy)
Summaries, drafts and next actions grounded in your data.
What it is
Bossy is the built-in assistant. It answers questions and drafts content using your workspace data.
What you can do
- Ask for a summary of a client, project or the day.
- Draft client emails, quote blurbs or ticket replies.
Governance
- AI outputs are editable drafts by default.
- Client-facing AI content requires your approval before it's sent.