Using the AI Assistant

The AI Assistant is a chat that understands your Guilda Work data and can both answer questions and carry out actions for you (create a task, clock in, search for an email...) when you ask.

Where to find it

You have the assistant in two ways:

• Full page, in the side menu.
• Floating panel, available from any screen via the settings icon (top right) → AI Assistant — useful for asking something without losing sight of what you were doing.

What it can do

You can ask for things like "summarise my activities this week", "what tasks do I have pending with client X?" or "create a task to call the tax office tomorrow". When the request involves a real action (create, edit, clock in...), the assistant asks for your confirmation before carrying it out. You can turn on an autonomous mode (without that confirmation, except for actually sending emails) or a read-only mode: see Settings, usage limit and safety modes.

If you keep a tax calendar, you can also ask things like "mark this client's 303 as filed" or "give me a summary of how such-and-such client is doing" — it will tell you their pending and overdue deadlines, and how many documents and messages they have unreviewed.

Attach files

You can attach a file to the conversation (for example, a CSV or an image) so the assistant takes it into account when answering.

Voice mode

If your browser supports it, you can turn on Live mode to dictate your question and hear the answer aloud, without typing.

Provider, model and limit

From AI Assistant settings you choose the model and API keys, see how many queries your firm has used this month and manage your shortcuts. Everything is explained in Settings, usage limit and safety modes.

You can also use the assistant from outside: see Connect ChatGPT or Claude to Guilda Work.

The assistant is also your support

Ask it how to do something, where a screen is or how to set up your account (“How do I connect my email?”). It searches this help centre, answers with what the guides say and gives you the link to the article and to the screen where you do it. From any screen you can ask “how does this work?” and it knows which one you are looking at.

• Setting up your account: it can change your language, your profile (name, job title, phone), your alerts and “do not disturb”, always for your account and asking you to confirm. It does not change your password, email, two-step verification, theme or anything administrative: it explains how and takes you to the screen.
• Bugs and suggestions: if the help does not cover your question, or you find a bug or have an idea, it drafts a ticket (bug or suggestion) and, if you say yes, files it under Tickets.
• It does not use up your limit: support questions do not count towards your firm's monthly AI limit.