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Ask AI is a conversational assistant built directly into DetailAhead. It has access to your live business data — customers, orders, finances, inventory, team, and automations — and answers questions in plain English. Instead of hunting through reports or counting rows in a table, you can just ask. Ask AI is available from the sidebar on any plan that includes it, and its summaries appear automatically across your dashboard and key pages.

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Opening the chat

Click Ask AI in the left sidebar to open the full chat interface. Type your question in the text box at the bottom of the screen and press Send (or hit Enter). Ask AI reads back across your real data and replies in a few seconds.
Ask AI requires an active Growth or Team plan. If you’re on the Solo plan, upgrade from Settings → Billing to unlock it.

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What you can ask

Ask AI understands natural language, so you don’t need to use specific keywords or commands. Here are some examples of questions it can answer: Revenue and finances
  • “What was my revenue last month?”
  • “How much did I make from full details this quarter?”
  • “What are my top three highest-value orders this year?”
Customers
  • “Which customers haven’t visited in the last 60 days?”
  • “How many new customers did I add this month?”
  • “Find all customers tagged as VIP.”
Orders and scheduling
  • “How many orders did I complete this week?”
  • “What jobs are still open and overdue?”
  • “Book an order for [customer name] on Friday.”
Services and inventory
  • “What’s my most popular service this year?”
  • “Which inventory items are running low?”
  • “What’s my current stock level for [product]?”
Team
  • “Which team member has the most completed jobs this month?”
  • “What’s the workload looking like across the team right now?”
Use Ask AI to spot lapsed customers in seconds. Ask “Who hasn’t booked in 60 days?” and you’ll get a named list immediately — no need to manually filter through your full customer list or set up a report.

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Taking actions through Ask AI

Ask AI can do more than look things up. You can ask it to create or update records on your behalf — for example, add a new customer, book an order, or restock an inventory item. Before making any change to your data, it always shows you a confirmation card describing exactly what it is about to do. Click Confirm to proceed or Cancel to stop. This means you can describe what you want in plain English and Ask AI handles the data entry — while you stay in control of every write.

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Voice input

On supported browsers, a microphone button appears in the chat input row. Click it to start dictating your question instead of typing. The button pulses while recording. Click it again — or press Enter — to stop recording and send your message.
Voice input uses your browser’s built-in speech recognition. On Chrome and Edge, audio is processed by the browser’s speech service. Dictation is not available in Firefox or browsers where microphone access has been blocked.

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AI summaries on other pages

You don’t need to open the Ask AI chat to benefit from the AI. Throughout DetailAhead you’ll see plain-English summary cards at the top of the dashboard, finances, and other sections. These are generated by the same AI and give you a quick narrative read of what the numbers mean — for example, “Revenue is up 12% on last month, driven by a strong week of full-detail jobs.” These summaries update automatically as your data changes.

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Suggestion chips

When you first open the Ask AI chat, a row of suggestion chips appears above the input box. Click any chip to send that question immediately. These cover common questions like checking what needs attention today, looking up low-stock items, or booking your next free slot.

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Permissions and financial data

Ask AI respects your team’s role permissions. If a team member’s role does not include View finances, all pricing, revenue, and cost figures are automatically hidden from Ask AI responses for that user — even if they ask directly. The business Owner controls this setting under Team → Manage team.