AI Copilot
Bob Studio includes a built-in AI assistant called Bob that can help you query data, create records, and get business advice -- all through a chat interface.
What you can do
- Ask questions about your data - "How much did we invoice this month?", "Which invoices are overdue?"
- Create records - "Create a new project for Client X called Website Redesign"
- Manage appointments - "Schedule an appointment for tomorrow at 10:00", "Move Friday's call to 15:00"
- Get business advice - "How can I improve my cash flow?", "What are the best practices for project management?"
- Analyze data - "What is the revenue breakdown by client?", "How many tasks are overdue?"
Supported actions
The AI assistant can create the following records for you:
| Action | Example prompt |
|---|---|
| Create a project | "Create a new project called Mobile App for Acme Corp" |
| Create a client | "Add a new client called Tech Solutions" |
| Create a task | "Create a task: Design the homepage for the Website project" |
| Create an offer | "Create a new offer for Client X" |
| Create an invoice | "Generate an invoice for Project Y" |
| Create an idea | "Add an idea: Build a mobile app for inventory management" |
| Create a lead | "Add a new lead: StartupCo, contact John Smith" |
| Create or reschedule an appointment | "Create an appointment with Acme tomorrow at 14:00" |
How it works
- Open the AI Copilot from the sidebar
- Type your question or request in the chat
- The assistant will query your data or perform the action
- Results are displayed directly in the chat
info
The AI assistant only has access to data in your current workspace and company. It cannot see data from other workspaces.
tip
Be specific in your requests. Instead of "create a project", say "create a project called Website Redesign for Client Acme Corp starting February 19".
Appointments with AI
Bob can help you work with your calendar directly from chat.
- Create appointments - Provide a date, start time, and end time. You can also include title, client name, notes, project, and location details.
- Reschedule appointments - Ask Bob to move an existing appointment to a new date or time.
- Choose the right calendar - If you mention a specific calendar, Bob can use it. Otherwise, it uses the default calendar of your current workspace.
tip
For the best results, mention the client, date, time, and whether the appointment should go on a specific Google or internal calendar.