AI Chat Assistant

Overview

The AI chat assistant is available throughout BlueClerk via the sparkles icon in the header. Ask questions, upload images or PDFs for analysis, and let AI search your data, create invoices, add customers, and more - all through conversational chat. The assistant has access to 8 specialized tools to help you work faster.

Accessing the Chat

1. Click the sparkles icon in the top-right corner of the header bar
2. The chat panel opens below the header with message history
3. Type your message or click the paperclip to upload files
4. Click outside or click the sparkles icon again to close

Uploading Files

Images and PDFs

You can upload images (JPG, PNG, WebP) and PDFs up to 5MB each:

1. Click the paperclip icon in the chat input
2. Select your file from your device
3. The file uploads and appears in your message
4. AI analyzes the content and responds

Use cases:

• Upload invoices or estimates to extract line items
• Upload photos to identify equipment or materials
• Upload PDFs to summarize documents or extract data

AI Tools

The assistant can perform actions on your behalf using 8 specialized tools:

Search Tools

• searchCustomers: Find customers by name, phone, email, or address
• searchInvoices: Find invoices by number, customer, or amount
• getPropertiesByCustomer: See all properties associated with a customer

Create Tools

• createInvoice: Generate invoices with line items, customer, and due dates
• addCustomer: Add new homeowner or business customers with contact info
• createEstimate: Create estimates with line items for customer approval
• createTicket: Create service tickets for work requests
• createJob: Schedule jobs with dates, times, and assignments

How It Works

Tool Use Loop

When you ask the assistant to perform an action:

1. AI determines which tool(s) to use based on your request
2. Calls the tool with appropriate parameters
3. Receives the result and incorporates it into the response
4. May call additional tools if needed (up to 5 steps max)
5. Responds to you with the outcome

Example: "Create an invoice for John Smith with 2 outlets at $150 each"

• AI calls searchCustomers to find John Smith
• AI calls createInvoice with the customer ID and line items
• AI responds with the invoice number and a link

Safety Limits

• 5-step maximum - Prevents infinite loops
• Tool call limit - Each conversation has a reasonable tool use cap
• Confirmation required - AI will ask before creating or modifying important records

Tips

• Be specific - "Create invoice for John at 123 Main St" works better than "invoice"
• Upload context - Attach images or PDFs to give AI more information
• Review before confirming - Always verify AI-created records
• Use natural language - No special syntax needed, just ask

Questions

Q: What file types can I upload? A: Images (JPG, PNG, WebP) and PDFs up to 5MB each.

Q: Can AI search my entire database? A: Yes - AI can search customers, invoices, and properties across your company.

Q: Does using the AI cost extra? A: Each message uses AI credits from your monthly allocation. File uploads with vision analysis may use additional credits.

Q: What if AI creates something wrong? A: You can edit or delete any record AI creates. Always review before finalizing.