Ask the assistant to do things for you

The Ask bar sits above the tabs in the PGB Business mobile app. You type what you want, for example reply to Lena that Friday works, and the assistant works it out using your own mail, calendar, files and boards. It can only do what you are allowed to do, and anything that sends something, shares it or adds people waits for your approval first. See Confirm cards.

If the bar is not there, the assistant is switched off for your account or workspace. If you reach your workspace's monthly AI allowance, it tells you so.

Start a conversation

1. In the app, tap the Ask bar at the bottom of the screen. It says Ask anything.
2. Type a request and send it. The first screen asks What can I do for you? and may offer one-tap suggestions based on your day.
3. Watch the steps it takes, such as searching mail, then read its answer.

A small label on the bar shows what the assistant knows you are looking at, such as Mail thread, Event or Task. If you have an email or a card open, requests like "summarise this" refer to it. Use New conversation to start fresh, and Conversations to reopen, rename or delete earlier ones. You can also edit a message you sent and send it again.

What it can do on its own

These steps run straight away, with your permissions:

• Find and read. Search mail, files and everything else; read a conversation, a document or a slide deck; list files; check your calendar and find free times; search contacts; see your cards, boards, sprints and time reports; read chat; list invoices and forms and their responses.
• Summarise and draft. Summarise a conversation and draft a reply (shown as a draft, not sent).
• Make small, reversible changes. Save a draft, archive messages, add labels, create a note, a task, a document or a form, mark a task done, add a contact, log time, create a calendar or a Meet room.

When it creates something, the answer includes a link chip so you can open it.

What always asks first

Anything outward-facing or hard to undo comes back as a confirm card: sending or forwarding mail, creating or changing calendar events, answering an invitation, sharing a file, posting in chat, adding people, assigning or mentioning, starting a meeting call, sending an invoice, and similar. Nothing happens until you confirm.

Tips

• Be specific. "Move my 3pm to tomorrow" works better than "fix my calendar".
• Ask follow-ups in the same conversation. It remembers the last several turns.
• It reads your mail to answer. Treat what it says as a first draft and check anything important.

Good to know

• A single answer can run up to 8 steps and propose up to 4 confirm cards.
• Messages can be up to 4,000 characters.
• Mail, files and chat the assistant reads are treated as information only. It will not follow instructions found inside them.
• Each question counts toward your workspace's monthly AI allowance, which administrators see under Overview.

Common problems

• "The assistant is switched off for your account." Ask an administrator.
• It says the allowance is reached. Wait for next month or ask an administrator to raise the limit under Plan & limits.