The engagement assistant
A chat attached to one engagement, that can actually see it. It answers from that job's real data, and asks before it does anything.
Different from Ask Vylan, which knows the product. This one knows the engagement you have open.
What it can tell you
It reads that engagement's actual data, so it answers about this job rather than in general:
- What is still outstanding.
- What the client has sent, and when.
- What the document check made of a file.
- Where the job has got to.
It reads. It does not act.
The assistant is read-only. It can look things up, explain them and summarise them — it cannot approve a document, send a reminder, change a due date, message a client or delete anything.
So there is nothing to confirm and no setting to weigh up. Anything it suggests, you go and do yourself, on the screen where that thing lives. Treat what it says as a well-informed second pair of eyes on your own data, not as a colleague with your password.
This is a deliberate line rather than a missing feature. An assistant that can act is one misread sentence away from emailing a client, and reading is where nearly all the value was anyway.
There is a limit
Each person gets a set number of messages in a rolling window. If you hit the limit, wait a bit. Everything else in Vylan carries on working.