The assistant’s roles —Project Manager, PMO, CFO, Sales— are installed from Settings › Roles, and the screen tells you what the project lacks before you install. Central can also now see whether a suggestion was dealt with.
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The deadline that gets missed is rarely the unknown one, but the one that lived in someone’s memory. Seven practices for a tax calendar the whole firm can consult.
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One in five “sources” were documents the assistant had written itself. Now they arrive marked, and when a project lacks data the assistant says so instead of inventing it. Plus, the Knowledge library can finally be filled from the screen.
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Sharing with an outside party appeared on 219 of 737 documents and left out 167 PDFs. You can now share a PDF or an image, and a document’s ⋮ menu drops from sixteen options to twelve.
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Nearly every proposal starts from another, which is how another client’s name or someone else’s figure slips in. Seven practices for reusing without copy and paste.
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The chat welcome card said “No upcoming deadlines” while five CRM follow-ups were overdue. The daily summary now includes follow-ups and opportunities that need something today.
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Images pasted into the editor reach the PDF and Word intact, one document can live in several projects, and CRM documents stop floating around.
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Without a fixed reference, a delay gets argued instead of measured. Seven practices to set the baseline, protect it and move it only through approved changes.
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The assistant stops answering from the manual when you ask about your case file, Help links each section’s video, and “Analyze with AI” becomes a single door.
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A transcript is sixty pages nobody will read; what gets circulated after a meeting is the minutes. Now they come out in your company’s format, ask about what they don’t know instead of making it up, and their commitments become tasks in the work plan.
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The campaign page opens again. A campaign’s numbers stop contradicting its own table. The timesheet stops asking for what can’t be given.
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An SLA nobody measures is a forgotten promise. Six practices for a service desk that delivers: separate response from resolution, prioritize by impact and urgency, honest statuses and three numbers every month.
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