The chat assistant lets you ask natural language questions about your workspace data. Available on Nagata with Zoe, Intelligence and Embedded plans.
Opening chat
Click the chat icon at the bottom of the left sidebar. It expands into a panel that you can use alongside any page in the app.
What you can ask
The assistant has full access to your workspace data: vendors, spend, AI usage, contracts, renewals, recommendations, and procurement policy.
Example questions:
- "What are our top 5 vendors by annual spend?"
- "Which contracts renew in the next 90 days?"
- "Show me every urgent recommendation."
- "How much are we spending on AI per month?"
- "Which vendor categories have duplicates?"
- "Does our Salesforce contract have auto renewal?"
- "Is [vendor] on our banned vendor list?"
You can ask follow up questions and the assistant maintains context within the session.
What the assistant won't do
The assistant is read only. It can surface information and analysis but it cannot approve or reject recommendations, edit vendor details, upload data, or take any action that modifies your workspace.
Choosing a model
| Option | Best for |
|---|---|
| Haiku (default) | Fast answers, everyday questions, most cost efficient |
| Sonnet | Complex multistep questions, larger data sets |
| Opus | Deep analysis, nuanced interpretation |
Session only memory
Chat conversations are not saved between sessions. When you close and reopen the chat panel, it starts fresh. Copy any insights you want to keep before closing.
Token usage
Each response uses part of your plan's monthly AI activity budget, shown as a usage percentage in your workspace settings. AI capacity add ons are available if you need more. See Limits and known gaps.