How to Use the AI Assistant, AI Drafting and AI Usage

The product’s AI does two jobs: it answers questions about your own data, and it drafts text you then edit. Both spend credits from a monthly allowance, and the AI Usage page shows where they went.

AI is included on every paid plan. It is not available during the 14-day free trial: it turns on once your paid subscription starts. To start paying before the trial ends, click Subscribe now on Settings > Plan & Features.

The assistant

Open it from the spark icon in the top bar. It introduces itself plainly:

Ask me anything about your business: revenue, overdue customers, the schedule, or your chemical logs. I can look things up and draft text; you stay in control of every action.

It suggests a few starting questions, such as “How much did we invoice this month?”, “Which customers are overdue?”, “What’s on the schedule this week?” and “What chemical applications were logged this month?”

Two limits, stated on the panel itself:

Answers are drafts based on your data. Verify before acting. The assistant reads your records and can misread them, exactly like a new office hire can.
It gives no chemical dosing advice. Use the Dose Calculator, which does the label maths deterministically rather than generating it.

It answers; it does not act. Nothing is sent, scheduled, billed or changed because you asked the assistant about it.

Drafting

Look for Draft with AI buttons. They produce a first draft of:

estimate descriptions
customer emails
review responses
customer summaries
campaign emails
program suggestions
website page copy, first-draft pages, section rewrites and SEO tags

Every one of them hands you the draft to approve. Read it before it goes out, particularly anything that reads as a commitment about timing, price or warranty.

Credits

Settings > AI Usage shows the month’s allowance and what has been spent:

Plan credits left of your monthly allowance, and the date it resets
Top-up credits, which never expire and are only used after the plan credits run out
Total available
Usage by action for the month, so you can see which features are actually spending

Different actions cost different amounts, and the page lists every one. As a rough guide: short drafts such as customer emails, estimate descriptions, review responses and SEO tags cost 1 credit; campaign emails and customer summaries cost 2; program suggestions and website section rewrites cost 3; an assistant question or a blog post draft costs 5; a proposal packet draft or a whole-page rewrite costs 10; and a first draft of a whole website costs 25 (the individual pages inside that draft are not charged again). Receptionist conversations cost 0 credits, because the add-on bills them separately. Prices can change, so the AI Usage page is the source of truth.

Your monthly allowance depends on your plan:

Plan	Credits per month
Starter	500
Pro	1,500
Scale	4,000

Need more mid-month? Buy a top-up pack from Settings > Plan & Features > Add-ons: 500 credits for $10 or 1,500 credits for $25. Packs are one-time purchases, not a subscription. Pack credits never expire and are used only after your plan credits run out.

Which model does what

The page is explicit about this, which is unusual and worth reading:

Work	Model
Drafting and summaries (estimate descriptions, customer emails, review responses, customer summaries, website SEO tags)	`claude-haiku-4-5`
The AI assistant, answering over your customers, schedule, invoices and reports	`claude-sonnet-5`
Website copy: first drafts, page copy and per-section rewrites	`claude-sonnet-5`

Turning it off

AI is a gated feature. Switch AI Assistant & Drafting off in Plan & Features and the assistant and every Draft-with-AI button disappear for the whole company. Nothing you have already generated is affected; it is your text now.