Assistant
The assistant answers questions about your own business and writes the follow-up for you. It reads the same records you see — clients, proposals, tasks, your price list — and nothing else. Three places to find it:- The dock. The round button at the bottom right of any page, or press ⌘K and choose Ask the assistant. It opens on the left of the page and stays open while you move around the app, so you can ask who to call, click through to that client, and keep talking.
- The chat page. The ask box on Home opens it, and so does the expand button in the dock’s header — the same conversation, full width. Search chats in the top bar reopens an earlier one, New chat starts fresh.
- Start here, on Home. One line each Monday naming the single thing worth doing first, with an opening message already written.
What you can ask
Anything about the work in front of you:- Who should I contact this week?
- Which proposals are still waiting on a reply?
- What happened with Hochspannung Nord?
- Draft a follow-up for my quietest client
- Remind me to call Anna on Thursday
Asking about a site
Name a proposal and you can ask about the place the work happens:- What is the wind at the Nordkirchen site on Friday?
- What airspace is that proposal in?
- Is there a school near the site?
Asking who the client really is
Ask what is the legal name of this client? and the assistant checks the global business register. It comes back with the registered name, the head office, whether the entity is active, and the parent company when there is one — useful when a contract needs the official name rather than the one on the website. Most small firms are not in that register. When there is no match it says so and stops; that is not a sign anything is wrong with the company.Answering with a click
When the assistant needs to know something it can list — which client, which service, which of two ways to go — it puts the answers on buttons. Click one and it is sent as your reply, the same as typing it. You can always type something else instead. Buttons from an earlier question stop working once the conversation moves on. They stay on screen so you can see what was asked.Point it at a record
The assistant follows the page you are on. Open a company, a person, an opportunity or a proposal and that record is attached on its own, shown as a small tag under the message box. Open the list instead and the whole list is attached — All companies, All people, All opportunities or All proposals. So you can ask “who should I chase?” on the proposals list, or “write a follow-up” on a company page, without naming anything. To attach something else, click Add context under the message box, or type@. To take a
tag off, click its ×; it stays off until you move to another page. You can attach up to five
records per message.
Start here
Once a week the assistant reads the four lists on your Home page — proposals waiting on a reply, follow-ups that are due, repeat work coming round again, and clients who have gone quiet — and picks the one worth doing first. It arrives Monday morning, in your own time zone. You can change the day and the hour, or turn it off, under Automations.Monthly money review
On the 1st of each month you get a short review of the month that just ended: what you earned and what you kept, what an hour of work actually returned against your target, and which clients paid best and worst. It only appears in a month where you won work. It costs no credits on any plan. Every figure comes from your own proposals and rate settings, not from AI, so nothing on it is a guess. Change the hour or turn it off under Automations.Compliance check
Every Monday you get a note listing what runs out soon: licences and certificates, insurance policies, and drone registrations. It says how many, and how many have already expired. If nothing is running out, nothing arrives. It appears in Updates, not on Home, and costs no credits.Proposal review
On the 1st of each month you get a note about the proposals you sent in the month that just ended: how many went out, how many were won, your win rate, and how many are still waiting on an answer. The win rate counts only the proposals that came back — one still sitting with a client is not a loss. It appears in Updates and costs no credits.The Start here card
You get a sentence saying which and why, then two buttons:
If there is nothing to act on, the card does not appear. Silence means you are on top of it.
Agents
Agents research and prepare a draft for you. They never send email and never change your records.- Client research — from a company record, open AI at the top of the page and choose Research client. It looks the client up and writes back what it found: a short brief with sources, talking points, and details you can add to their record. It does not write emails. It also looks up the legal entity in the public GLEIF index: official name, headquarters, and parent when the match is unique. A company with no record there is normal for small firms — that is not a finding that they are fake. It checks the EU public journal (TED) for recent notices from that buyer — open calls and awards from the last six months. Most local jobs never appear there; an award is not an invitation to bid. When it finishes, the result is saved on that company’s Insights tab. It may also suggest people and company fields (website, email, phone, address) for you to review — nothing is written to the CRM until you choose Add contact or Fill empty fields. Empty fields only are filled; existing values stay. Run it again anytime — each run is kept. Insights opens on the talking points; the brief, sources and earlier runs sit in sections you can open. From the top of the tab you can re-run the research, copy the brief or talking points, or delete the run.
- Meeting prep — from a company record, under AI, pulls the upcoming calendar event, your recent emails with that client and their record into one agenda, with the questions worth asking and a follow-up email left as a draft. It needs calendar sync with Keep a copy in dronelist turned on, and it never invents a meeting that is not in your calendar.
- Site brief — from a proposal, open the Site tab, pick the flight date, and it gathers what is known about the site that day: daylight wind and gusts (including at 80–120 m), cloud cover, peak sun, site elevation, visibility, rain, temperature, sunrise and sunset, informational airspace class, the nearest airport, mapped features within 800 m (schools, power lines, helipads, and similar), a nearby METAR when the date is today, and a nearby TAF when the date is today or tomorrow. It needs a work location with coordinates — set that under Settings → Organization. Results stay on the Site tab, and running it again keeps the earlier ones — the picker under Site brief switches between them. The Weather numbers beside the map have a refresh button: it re-reads the forecast for the same day and costs no credits, while the brief’s own wording stays as it was written. Mapped features come from OpenStreetMap and may be incomplete — something missing on the map is not proof the site is clear. A site brief is a planning aid only. It is not an official aviation briefing and not permission to fly. Always confirm airspace, restrictions and authorisation with the official service before every flight.
Making changes
The assistant can create a task, mark one done, log a call or note, and move an opportunity to another stage. It always asks first. Every change appears as a card saying exactly what will happen, with Approve and Discard. Nothing is written until you approve it. If you discard, nothing happens at all.Starting a proposal
Ask for a proposal and the assistant works out the client, the services and the quantities, then creates the draft with the scope already on it. It picks the services from your own price list and uses your rates — it never writes a price of its own. Give it the quantity when it asks: it does not know how many hectares or hours the job is. It asks for your approval first, and the card lists every line before anything is written. Once created you get the proposal with its total and a link straight to it. The draft then opens like any other, and you finish it there — the wording, the deliverables, the discount, and sending it. Your introduction and terms come from your content library defaults, so a proposal started from chat begins with the same wording as one started from the Proposals page. You can also ask it to add lines to a draft you already have. Lines are added to what is on the proposal, so tell it what is there or it may repeat one. A proposal you have already sent cannot be changed this way.Drafting emails
Ask for a follow-up and you get a subject line and a message you can read in full. Nothing is sent. The assistant writes drafts; you send them. Open in composer takes the draft to that person’s record with the fields already filled in, where you send it from your own connected Gmail or Outlook, exactly as you would any other email. Copy puts it on your clipboard instead. There are no automatic sequences and no bulk sending. Every message that leaves your mailbox is one you sent.What it costs
A question costs between 5 and 40 credits. A quick answer costs less; one where the assistant has to read through a lot of your records costs more. You are charged what it took. The Plan page shows what you have spent on questions so far this period. The weekly digest is free on every plan. So are the monthly money review, the compliance check and the proposal review — those are worked out from your own records rather than written by a model. An agent run — Client research, Meeting prep or Site brief — costs between 40 and 150 credits, depending on how much it had to read. Drafting a proposal costs 25. The Plan page lists every one of these with what you have spent on it this period. A question that fails costs nothing. If you stop an answer halfway, that costs nothing either. You can see your remaining credits at any time from Credits in the bottom bar. We warn you at 80% and again at 90%, in the app and by email, so running out is never a surprise. When they do run out the assistant pauses — the rest of the app keeps working exactly as before, and nothing you have stored is affected.What it cannot do
- Send email, or anything else outside the app. It drafts; you send.
- Send a proposal, or change one you have sent. It can start a draft and add lines to it. You publish it.
- See anything that is not yours. It reads one business — yours — and cannot reach another account’s records.
- Change something without asking. Every write waits for your approval.
- Know what happened outside dronelist, unless you have connected your calendar or mailbox in Settings.