Where it lives
The agent sits in a chat panel in both the web app and the mobile app. It knows which page you're on and which record, dashboard or form template you have open, so you can say "this record" or "add a chart here" and it knows what you mean.
What it can do
On the web, it can work across the whole platform:
- Build forms: "create an inspection template with a slump test and a pass/fail check."
- Set things up: projects, locations, people and groups, and (on paid plans) an organisation hierarchy, custom roles and routines for scheduled reminders.
- Build dashboards: "chart records by status for this project."
- Report and share: export records to a spreadsheet (CSV), save a record as a PDF, or email it to someone.
On the web and in the mobile app:
- Fill in records from a sentence or a photo, with values for you to review.
- Find things: "how many defects are in review on the Atrium project?" or "what's waiting for me?"
- Move work along: advance records through their workflow, assign and claim them.
- Explain: ask how a feature works and it answers in plain language, in your language.
How to ask
- Say what you want done. For example, "approve every submitted inspection on the Atrium project" is quicker than doing it through the menus.
- It asks when it's unsure. If a request is ambiguous, it asks a short question rather than guess.
- You stay in control. The agent drafts records for you to check, and only submits one when you ask. Form templates it builds stay drafts until you click Publish. Deleting a form template, dashboard, role or routine, emailing a record, or changing many records at once waits until you click Approve. A single workflow step (approve, reject, close) or a change to someone's access happens only when you ask for that exact action.
Photos, files and long jobs
In the web chat, attach photos, PDFs or spreadsheets with the attach button, by pasting, or by dragging them in, up to 6 at a time. Where your browser supports it, the microphone button lets you dictate instead of typing. Start a New chat (the + at the top of the chat) when you switch topics.
The agent works through one of your messages at a time (on the web, even across browser tabs). Press Stop to interrupt it. On the web, a message you send just after stopping goes through once the previous one has wound down; if the agent is still busy after a few seconds, you're asked to send it again. Big jobs on the web, such as building a form template with several subforms, show a step-by-step checklist and usually carry on to the end without you having to type "go on", and a brief AI hiccup is retried automatically.
To keep a long web chat fast, once its photos and files add up, only the most recent ones are sent with each message; the agent tells you once when this starts. After you reload the page, the conversation stays but earlier photos and files aren't kept. In the mobile app, the agent only sees the photos in your latest message. To have the agent look at an older photo or file again, send it again. On the web, when the agent files a photo on a record, it takes it from your latest message that had photos and puts it in a photo or file field on the record.
Good to know
The agent only acts inside the workspace you have open (if you belong to several, each one has its own chat) and within your permissions: it can't see another organisation's data, and it can't do anything you couldn't do yourself. It isn't part of a view-only seat: those members can still open, read and export everything they have access to.
If your workspace uses Managed by Tebelis, the agent draws on the workspace's AI allowance. If that allowance, or your own personal allowance, is used up, the chat tells you and the agent pauses until the allowance resets with the next billing period; the Free plan's allowance is one-off and doesn't reset. It also pauses if your subscription needs attention.