The chat assistant

Last updated 6 June 2026

A Flexie AI chat where the user asks for a follow-up to last week's quotes and the assistant prepares it, shows the plan, and confirms it was sent to 12 contacts after approval

There are no commands to learn and no special syntax. You open the assistant from anywhere in Flexie, type what you need the way you would say it to a capable colleague, and it does the work, showing you its plan before anything that changes your data.

Asking for things

Plain words are enough. You can be as casual or as precise as you like, and more specific requests get more precise results.

If a request is unclear, the assistant asks a short follow-up rather than guessing.

Watching it work

The assistant answers as it goes, rather than making you wait for a wall of text at the end. As it works you can see what it is doing: looking something up, preparing a message, building a report. You are never left staring at a blank screen wondering whether anything is happening, and you can tell at a glance whether it understood the request.

It remembers the conversation

As you work, the assistant keeps track of what matters: your earlier questions, the records you are focused on, and the way your business is set up. So you can say "now do the same for last month" or "send that to the second customer instead" and it understands. Each answer builds on the last, the way a real conversation does.

When you want a clean slate, start a new conversation. The assistant then sets the previous thread aside and begins fresh.

Thinking things through

For anything beyond a simple lookup, the assistant can think a problem through step by step before it answers, which produces more careful, more reliable results on harder requests. An administrator can turn this on or off for the whole account in Settings & models; it is on by default. Turning it off makes simple jobs faster and cheaper.

Sharing files with it

You can attach a file to a message, such as a document, a spreadsheet, or an image, and ask the assistant to work with it: "pull the contact details out of this," "summarise this contract," "what does this screenshot show?" Whether files can be attached depends on the AI model your account is connected to; the option appears when the connected model supports it.

It asks before anything important

Before the assistant does something that changes your data, such as sending a message, creating or updating records, or switching on an automation, it shows you exactly what it is about to do and waits for your approval. You read the plan, then say go, or decline. Read-only requests, like looking something up, just happen. This is covered fully in Approvals & safety.

You can step away and come back

If the assistant is waiting for your approval, you do not have to act immediately. You can close the panel, refresh the page, or come back later, and the request is still there waiting for your decision. Once you approve something and it runs, the result stays in the conversation. Nothing is lost to a refresh.

It plays by your rules

The assistant can only see and do what your own account permits. It is not a back door to data you could not otherwise reach: it inherits your permissions exactly. See Approvals & safety and Accounts, Teams & Security.

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