> ## Documentation Index > Fetch the complete documentation index at: https://docs.relyant.app/llms.txt > Use this file to discover all available pages before exploring further. # Ask AI overview > Ask questions about your workspace, build reports, and take quick actions with Relyant's built-in AI assistant **Ask AI** is the assistant built into Relyant. Ask it questions in plain language, such as "What work orders are currently open?" or "How many students were absent today?", and it looks up the answer from your workspace. It can also chart your data, take you to the right page, and create or update records after you confirm. > [!NOTE] > > Ask AI is part of the **AI Chat Assistant** paid add-on. If your organization doesn't have it, you won't see Ask AI anywhere in Relyant. See [Billing](https://docs.relyant.app/organization/billing.md) for how paid add-ons work. ## Where you find Ask AI | Where | How to open it | What it covers | | - | - | - | | **Home** | Type in the box under **What do you want to do today?** | Every app your organization has turned on | | **Facilities & Assets, Stock & Inventory, Help Desk** | Click **Ask AI** in the top bar | Facilities, stock, and purchasing, plus Scribe meetings | | **Education** | Click **Ask AI** in the top bar | Facilities plus school data, plus Scribe meetings | | **HRIS** | Click **Ask AI** in the top bar | Facilities plus recognitions, plus Scribe meetings | | **Scribe** | Click **Ask AI** in the top bar | Scribe meetings only, read-only | | **Reports** | Open the **Ask AI** tab in Reports | Facilities and stock reports | | **Education Insights** | Open the **Ask AI** tab in Insights | School data only, read-only | | **Sell Reports** | Open the **Ask AI** tab in Sell Reports | Sales, orders, payments, and customers, read-only | The **Ask AI** button in the top bar opens a panel beside the page you're on. Click **Maximize** to make it larger. On the Reports and Insights pages, the button is hidden because those pages have their own **Ask AI** tab. ## What you can ask What Ask AI can read depends on the apps your organization has turned on and on your role. > [accordion] Facilities, stock, and purchasing > > * Work requests, work orders, room bookings, asset bookings, and transport requests > * Inventory items, low-stock items, restock recommendations, stock demand, and stock movement > * Supply requests, purchase requests, and purchase orders > * Point of Sale orders > * Reports and charts on these records > [accordion] Education > > * Students, classes, and class rosters > * Activities, such as behavior incidents, and their details > * School tasks > * Student attachments > * Student, attendance, and behavior reports > [accordion] HRIS > > * Recognitions, the leaderboard, and your remaining balance > * Your organization's recognition values > [accordion] Sell > > * Sales reports > * Sales orders, payments, and customers from Point of Sale and the online shop > [accordion] Scribe > > * Your meetings, and meetings shared with you or in your folders > * Search across meeting titles, notes, summaries, and transcripts, by date or attendee > * A meeting's summary, notes, and transcript Ask AI can't see salaries, staff HR records, credentials, or system configuration. Some areas aren't in chat yet, such as the asset register, locations directory, preventive maintenance schedules, suppliers, admissions, and the school calendar. If you ask about these, Ask AI offers to take you to the right page instead. ### Reports and charts For trend, comparison, and breakdown questions, such as "Work orders by status this term," Ask AI builds a chart with a table. You can download it as CSV, PNG, or PDF. For a single number or a short list, it answers in text. ### Point to a record * Type `@` in the message box to search for a record, such as a work order, booking, asset, or member, and reference it in your question. You can reference up to five records per message. * On a record's page, click **Use current page** to ask about the record you're viewing. ### Attach files Click **Attach files** to add up to three images or PDFs to a message, up to 8 MB each. When Ask AI creates a work request for you, it saves the images you attached onto the request. ## Actions that change data From the **Ask AI** panel and the Reports **Ask AI** tab, Ask AI can create and update some records for you: | App | Actions | | - | - | | **Facilities** | Submit a work request, create a work order, book a room, book an asset, submit a supply request, create a purchase request as a draft, update a work request, update a work order, and update a submitted room or asset booking | | **Education** | Create a task, mark a task as done, and log an activity such as a behavior incident | | **HRIS** | Post a recognition | Ask AI never makes a change on its own. Each time, it shows a **Confirm action** card with a summary of what it will do. **1. Ask for the change** For example, "Create a work request for a broken chair in Room 204." **2. Review the card** Check the details on the **Confirm action** card, such as the title, location, time, or items. **3. Confirm or cancel** Click **Confirm** to make the change, or **Cancel** to stop. Nothing changes until you click **Confirm**. Changes follow the same rules as the rest of Relyant. For example, a booking that needs approval is submitted for approval, and a recognition is visible to your whole organization. Ask AI can't delete records, change permissions, or change settings. > [!NOTE] > > **Education Insights** and **Sell Reports** are read-only. To create tasks or log incidents, use the **Ask AI** button in the top bar instead. ## Access and privacy * **Your role decides what Ask AI sees.** Ask AI acts as you. It can only read and change what your role allows. For example, a requester only sees records they submitted, are assigned to, or are linked to. * **Your organization only.** Ask AI only uses data from the organization you have open. * **Paid app data stays gated.** Education, HRIS, Scribe, and Sell data is only available when your organization has that app turned on. * **Audit trail.** Each message you send and each change you confirm is recorded in your organization's [audit log](https://docs.relyant.app/organization/audit-logs.md). ## Conversation history Relyant saves your conversations so you can pick them up later. Only you can see your conversations. * Open **Recent chats** to return to an earlier conversation. * Rename or delete a conversation from the list, or click **Clear** to delete them all. * Click **New conversation** to start fresh. The top-bar panel keeps one shared history across apps. The Reports and Insights **Ask AI** tabs each keep their own history. ## Limits * Messages can be up to 2,000 characters. * You can send up to 5 messages a minute and 30 messages an hour. * Your plan includes a number of Ask AI messages each month. On some paid plans, your organization can go past it as extra usage. See [Billing](https://docs.relyant.app/organization/billing.md#extra-usage). * Ask AI only answers from your workspace data. If it can't find something, it says so. Use the thumbs up and thumbs down buttons on a reply to tell Relyant whether it helped. ## Use Relyant from other AI assistants You can also connect Claude, ChatGPT, and other assistants to Relyant with read-only access. See [Connect an AI assistant](https://docs.relyant.app/integrations/ai-assistants.md). > [card] [Ask AI FAQ](https://docs.relyant.app/ask-ai/faq.md) > > Answers to common questions about Ask AI. > [card] [Audit logs](https://docs.relyant.app/organization/audit-logs.md) > > Review what was done in your organization. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.