What is the AI Workspace, and how is it different from the AI that answers my customers?
A private chat assistant for you and your team, built from your own business data. It never talks to customers, that is a separate assistant.
The AI Workspace is a private chat assistant for you and the people on your team. You use it to ask questions about your own business, get help with one client's file, or draft something you're about to send. It is built from your real business data, but it never sends a message to a customer on its own, you're always the one who decides what actually goes out.
This is different from the AI Assistant that answers your customers in your inbox, which you set up under Settings, AI Assistant. Think of it this way: the AI Assistant talks to your customers, the AI Workspace talks to you.
Where to find it
- Click AI Workspace in your sidebar. This opens a full page with a list of your past chats down the left side, and the chat itself in the middle.
- Or look for a round sparkle button in the bottom right corner of most dashboard pages. Click it to open a smaller chat panel without leaving the page you're on, click it again (it becomes an X) to close it.
Depending on your account, you might also see a version of this assistant appear right inside Team management while you're working a claimed task, already pointed at that customer.
Who can use it
The AI Workspace is included on the Pro and Scale plans. If your organization is on Starter, you won't see it. Where it is included, only organization admins and advisors can open it, other roles do not see the sparkle button or the sidebar link.
What it can and can't do
It can answer questions about your business in general, or about one specific client when you point it at them, draft replies and documents, summarize a situation, and suggest next steps. It can also read a file you attach to a question.
It cannot message a customer for you, and it never has access to anything outside your own organization. Whatever it writes is a draft for you to use, copy, or send yourself, not something Peakify sends on your behalf.
Where to go next
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More in Your AI workspace
The other guides people read alongside this one.
- How do I ask the AI Workspace about my own business, or about one client?
Switch between a general chat about your business and a chat pinned to one client, using the context button at the top of the chat.
- How do I attach a file to a question in the AI Workspace?
Click the paperclip in the message box to attach a document. Up to five files at once, 4 MB each, and it tells you plainly if it couldn't read one.
- How do I choose which AI model my team uses in the Workspace, and what it's allowed to see?
Admins can turn on optional AI models under AI Workspace settings and see how much each one has been used. By default your team just uses the recommended model, with no picker at all.
Did this not cover it?
Start a chat and the assistant will try first. If it cannot help, it hands you to a person.
Or email support@peakifyhub.com. We answer within 1 business day, Mon–Fri.