Zaptiz Assistant
Ask about your projects in plain words, get tables and charts, have records drafted for you to confirm, hand documents to agents, and speak instead of type.
The Assistant works on everything your role can see in Zaptiz. It opens as a side panel from any page or as a full page, and both show the same conversation.
📷 Screenshot spot — the Assistant full page: Conversations list on the left, an answer with a table and a draft material request card (Confirm draft / Cancel) in the middle, the message box with the paperclip and microphone at the bottom
Save as static/img/screenshots/ai-assistant.png and replace this box with 
Open the Assistant
- From any page: click Ask AI (the sparkle) in the top bar. A panel opens on the right; on a phone it fills the screen. Its buttons are Conversations, New chat, Open full screen and Close (or press Esc).
- Full page: open AI › Assistant, or click Open full screen in the panel. Your conversations are listed on the left. Minimise takes you back to the page you were on, with the same chat in the side panel.
- On a project page the panel shows Asking about: and the project's name, and answers focus on that project. Click the cross beside the name to ask about all your projects.
Before your first question you see Suggested for you — questions picked for your role, which send when clicked — and What I can do, whose examples only fill the message box so you can change "Tower B" to your own project first.
Ask about your projects
Type a question and press Enter (Shift + Enter starts a new line). For example: "Which purchase orders are overdue?", "How is Tower B doing against its budget?", "Chart monthly spend by cost head for this year", "What's pending for me today?"
While it works you see small chips for what it is checking. A request with several steps shows a Plan checklist that ticks off as each step finishes. Answers can include tables (CSV downloads them; long tables show 25 rows with a Show all button), charts (Table shows the same numbers), and buttons that open the right page.
Under each answer: Copy answer, Helpful / Not helpful, Read aloud, and on the latest answer Regenerate answer. Edit & resend under your last question puts it back in the box. Stop halts an answer that is still coming. The small cr figure is the credits that answer used.
Have it draft a record
Ask in plain words — "Draft a material request for 200 bags of cement for Tower B", "Log a snag: cracked tile in flat 304 bathroom". The Assistant can prepare these, but only the ones your role could create by hand:
| You ask for | Confirming creates |
|---|---|
| A material request | A draft material request |
| A PO for an approved material request | A draft purchase order |
| A change order, with lines against the contract BOQ | A draft change order |
| A DPR for a date | A draft DPR |
| A site task, assigned to a team member or to you | A new task |
| A snag | An open snag |
| An inspection request | A requested inspection |
| A near miss, unsafe act or unsafe condition | A reported safety observation |
| A goods receipt against an issued PO | A draft GRN |
| A lead | A new lead |
| A quotation built from a BOQ | A draft quotation |
Each draft appears as a card with a preview, Confirm draft and Cancel, and the note "Nothing is saved until you confirm." Confirming creates the record under your name; the card then says Created as a draft with its number. When one answer holds two or more drafts, Confirm all confirms them together, and any that fail say why on their own card. Chat drafts stay confirmable for one day and are also listed in Drafts to review.
It never types a price: PO rates come from the material's last purchase rate (else its standard rate, else zero for you to fill in), change-order lines are priced from the contract BOQ, and quotations copy the BOQ's prices. It never approves, issues, certifies, sends or deletes anything. It will not report an injury, fire or damage — a person reports those on the Safety screen.
Run an agent from the chat
Say "Run the cash-flow forecast" or "Run delay risk for Tower B". A card follows the run: "Working in the background. You can keep chatting — this card updates when it finishes." When it is done, Open result shows the full result and Agent page opens the agent. To read an agent's latest result without running it again, ask "What did the last cost overrun check find?"
The run's credits are charged as if you had clicked Run agent yourself. The Assistant runs only agents your role can use, and if that agent is already running for you it shows that run instead of starting a second one.
Attach documents and photos
Click the paperclip, drag files onto the chat, or paste a screenshot. You can attach PDF, JPEG, PNG, WebP and text files (TXT, CSV, MD) — up to 5 per message, 15 MB each, photos under 5 MB. Send waits until uploads finish.
Attachments are read for the answer and never stored. They are held for about an hour, so you can ask follow-up questions or hand the file to a document agent: "Read the attached challan and draft the GRN", "Analyse the attached tender", "Turn this BOQ into a draft". A scanned PDF is read from its first page only — attach a PDF with selectable text, or photos of the pages that matter.
Use your voice
Voice needs a browser with a microphone, a secure connection, and voice set up for your company.
- Click the microphone, speak, and click it again. Your words land in the box to check before you send.
- Turn on Hands-free to talk back and forth: the mic stops when you pause, sends, and listens again after the reply.
- Turn on Read aloud to hear every finished answer, or click Read aloud under one answer.
A recording stops after one minute, and a long answer is read out in part. The switches are remembered on this device only. Each recording and each answer read out uses credits.
Make it remember
Say "Remember that my default project is Tower B" or "Remember to keep answers short". It keeps up to 30 short facts about you and uses them in every conversation. See and delete them under Settings › What the assistant remembers, or say "forget …" in the chat.
Your conversations
Every chat is saved. Conversations lists them with a search box; click one to reopen it. The conversation you had open follows you from page to page. To delete one, click its bin and confirm Delete — its answers go, but drafts it already created stay where they are. New chat starts afresh.
Limits
- It knows only what your role can see. Ask about a project you are not on and it cannot find it.
- About 20 messages a minute and 200 an hour per person.
- Each conversation has a credit limit; when you reach it, start a New chat.
- Requests that are not about your work are refused.
- In a long conversation it works from the recent part. Start a new chat for a new topic.
- It can be wrong. Check a figure on the record's own page before you act on it.
Related
- Drafts to review — confirm or cancel what the Assistant prepared.
- AI credits — what each answer, voice clip and agent run uses.
- AI in Zaptiz — the rules the Assistant follows.
- Personal settings — where the Assistant's memory is listed.