Chat with AI Assistant - User Guide¶
In this guide, you will learn everything about the Chat with AI Assistant in SGI - the heart of the system. This is where artificial intelligence organizes all your work: generates detailed scopes, registers costs by reading invoices, schedules visits, collects progress reports, manages inventory and projects - all through natural conversation.
Why is the Chat so important? Almost everything you do manually on other SGI screens can be done faster through the Chat. Just talk naturally with the AI, as if it were a personal assistant in the field.
1. What is the SGI Chat¶
The SGI Chat is your personal field assistant. It works like a natural conversation where you can:
- Generate detailed scopes for projects from text, photos, audio, or video
- Register costs and expenses, including automatic invoice reading
- Schedule visits with intelligent suggestion of the best employee
- Send daily progress reports from field work
- Manage inventory - withdraw materials, check quantities, verify alerts
- Manage projects - create, edit, change status
How it works¶
You don't need to choose any "mode" or "function". The AI automatically understands what you want based on your message. If you say "I spent $500 at the store", the AI knows you want to register a cost. If you say "schedule a visit for tomorrow", the AI knows you want to create an appointment.
The conversation adapts: if you start talking about costs and then switch to scheduling, the AI follows naturally. Everything works in the same chat, without needing to switch screens.
Testing phase: Currently the Chat works through the App (PWA). After testing, it will also work through WhatsApp with the same logic - only the text input changes.
2. The Chat screen¶
On the left sidebar menu, click "Chat". You will be taken to the assistant screen.
What you see on the screen¶
- Header: "Assistente SGI" with a status indicator that changes based on the conversation context (see below)
- Initial message: The AI introduces itself and lists its 5 main capabilities
- "Nova Conversa" (New Conversation) button (top right corner) - To start a fresh conversation
- Conversation area: Where messages appear (WhatsApp-style)
Status indicator¶
The text below the "Assistente SGI" name changes automatically based on what the AI is currently doing:
| Displayed status | When it appears |
|---|---|
| online | When the AI is ready to receive any message (default) |
| General Assistant | Answering general questions or helping with doubts |
| Work Order | Generating or editing a work scope |
| Adding Cost | Registering an expense or reading an invoice |
| Scheduling | Creating or consulting appointments |
| Daily Reporting | Collecting progress report from a visit |
| Inventory Management | Consulting or moving materials |
| Project Management | Creating, editing, or consulting projects |
Tip: The status indicator helps you understand what the AI is processing. If you are generating a scope and change the subject, the status automatically changes to reflect the new context.
Input bar¶
At the bottom of the screen, you will find:
| Element | What it does |
|---|---|
| Text field | "Digite sua mensagem..." - where you type |
| Image button | Send photos (invoices, work site, documents) |
| Microphone button | Record voice audio directly |
| Audio button | Send a pre-recorded audio file |
| Video button | Send inspection or walkthrough video |
| Send button | Send the message (or press Enter) |
Tip: Press Enter to send the message. Use Shift+Enter to add a new line without sending.
3. How the AI works¶
The SGI AI is smart: it understands the context of your conversation and automatically decides which action to take. You don't need to use special commands or choose menus.
Examples of how the AI understands you¶
| You say... | The AI understands you want to... |
|---|---|
| "I need a scope for project X" | Generate a scope (Work Order) |
| "I spent $500 on materials" | Register a cost |
| [Send invoice photo] | Read the invoice and register the cost |
| "Schedule a visit for tomorrow at 9am" | Create an appointment |
| "I arrived at the site" | Start a progress report |
| "How much cement is in stock?" | Check inventory |
| "Create a new project" | Create a project |
| "Hi, good morning!" | Greet and offer help |
The conversation adapts naturally¶
The AI remembers the context of your conversation. You don't need to repeat information:
You: "I need to generate a scope for the Rua das Flores project" AI: "Got it! I'll collect the scope information for 'Carpet Installation - Rua das Flores 123'. Describe the work that needs to be done." You: "Install 100 SF of drywall in the main bathroom" AI: "Added to scope: Drywall - Install Drywall, 100 SF, Main Bathroom. Any more items?" You: "No, that's it. Oh, and schedule a visit for tomorrow at 9am" AI: "Perfect! Scope finalized. Now I'll schedule the visit. Checking availability... I recommend Joao Silva (skill: Drywall). Confirm for tomorrow at 09:00?"
Notice how the conversation naturally changed from "generate scope" to "schedule visit" without any interruption.
4. Generate Scopes (Work Order)¶
What is a scope¶
The scope (also called Work Order) is the complete breakdown of work that needs to be done in a project. It organizes all tasks into professional categories, in the actual execution order of the construction.
Each scope item has: - Task - What needs to be done (e.g., "Install Drywall") - Action - Type of action: Install, Remove, or Detach & Reset - Type - Labor, Material, or Equipment - Quantity - How much (e.g., 100) - Unit - Measurement used (e.g., SF - square feet, EA - each) - Room - Where it will be done (e.g., Bathroom, Kitchen) - Notes - Additional observations
The scope is directly connected to the "Scope" tab in the project. When you generate a scope through Chat, it automatically appears in the project details.
The power of scope generation¶
What makes SGI special is the ability to generate complete scopes from any type of input:
| Input | What the AI does |
|---|---|
| Text | You describe the work and the AI organizes it into categories |
| Photos | The AI analyzes photos and identifies materials, conditions, and dimensions |
| Audio | You record yourself talking about the work and the AI transcribes and organizes it |
| Video | The AI analyzes the video frame by frame, extracting visual and audio information |
You can even combine multiple input types in the same conversation!
5. Generating scope by text¶
The simplest way to generate a scope is by describing the work through text.
Complete conversation example¶
You: "I need to generate a scope for the Rua Dr. Melo Alves project" AI: "Found the project 'Hydraulic Installation - Rua Dr. Melo Alves, 700'. I'll collect the scope items. Describe the work that needs to be done."
You: "I need to install 100 SF of drywall in the main bathroom and paint 2 bedrooms, each with 200 SF" AI: "Got it! I'll organize the scope:
Category DRY - Drywall: - Install Drywall | Labor | 100 SF | Main Bathroom
Category PNT - Painting: - Install Paint | Labor | 200 SF | Bedroom 1 - Install Paint | Labor | 200 SF | Bedroom 2
Total: 3 items in 2 categories. Want to add more items?"
You: "Yes, also need to replace the bathroom floor, 50 SF of tile" AI: "Added!
Category TIL - Tile: - Install Tile | Labor | 50 SF | Main Bathroom
Updated total: 4 items in 3 categories. Anything else?"
You: "No, you can finalize" AI: "Scope sent for review! Final summary: - DRY (Drywall): 1 item - 100 SF - PNT (Painting): 2 items - 400 SF total - TIL (Tile): 1 item - 50 SF
The scope is available in the 'Scope' tab of the project. An administrator can review and approve it."
Tips for describing work¶
- Be specific with quantities: "100 SF of drywall" is better than "drywall in the bathroom"
- Mention the rooms: "painting in the living room" helps organize by location
- Use clear actions: "install", "remove", "replace" help the AI classify correctly
- You can mix languages: "50 SF de tile no bathroom" works perfectly
6. Generating scope from photos¶
One of the most powerful SGI features is the ability to analyze photos to automatically generate scopes.
How it works¶
- Send one or more photos of the work site
- The AI analyzes the images and identifies:
- Rooms and visible spaces
- Materials and their conditions
- Approximate dimensions
- Problems or visible damage
- The AI automatically suggests items and categories for the scope
Conversation example¶
You: "I'll send photos from the apartment inspection" You: [Sends 3 photos: bathroom with damaged tiles, bedroom with peeling paint, kitchen with broken floor]
AI: "I analyzed the 3 photos. I identified:
Photo 1 - Bathroom: - Tiles with cracks and deteriorated grout - Estimate: ~40 SF of area to be replaced
Photo 2 - Bedroom: - Wall with peeling paint - Needs surface preparation + repainting - Estimate: ~150 SF of area
Photo 3 - Kitchen: - Ceramic floor broken in several spots - Estimate: ~60 SF of area
I suggest the following scope:
TIL - Tile: Remove + Install Tile | 40 SF | Bathroom PNT - Painting: Install Paint | 150 SF | Bedroom FCW - Floor Covering: Remove + Install Floor | 60 SF | Kitchen
Want to confirm, adjust quantities, or add more items?"
You: "The bathroom is bigger, it's actually 60 SF" AI: "Corrected! Tile in Bathroom: 40 SF → 60 SF. Any other adjustments?"
Tips for photos¶
- Take photos from different angles so the AI has more context
- Include a size reference (e.g., a visible measuring tape) for more accurate estimates
- Clear, well-lit photos give better results
- You can send multiple photos at once - the AI analyzes all of them
7. Generating scope from audio¶
Ideal for field inspections. You can walk through the site talking naturally about what needs to be done, and the AI transcribes and organizes everything.
How it works¶
- Click the microphone button to record or send an audio file
- The AI transcribes the audio automatically
- Extracts structured information (tasks, quantities, rooms)
- Organizes into scope categories
Conversation example¶
You: [Records 2-minute audio while walking through the site] "I'm in the main bathroom, need to replace all the tile, about 60 square feet. The sink also needs to be reinstalled. Now I'm in the bedroom... it's painting here, about 200 square feet of wall. There's a hole in the drywall near the window, about 4 square feet that needs to be patched. In the kitchen the plumbing is leaking under the sink, need to replace the pipes."
AI: "I transcribed the audio and organized the scope:
TIL - Tile: - Remove + Install Tile | 60 SF | Main Bathroom
PLM - Plumbing: - Detach & Reset Sink | 1 EA | Main Bathroom - Remove + Install Plumbing | 1 EA | Kitchen (leak)
DRY - Drywall: - Install Drywall Patch | 4 SF | Bedroom (hole near window)
PNT - Painting: - Install Paint | 200 SF | Bedroom
Total: 5 items in 4 categories. Is this correct?"
Tips for audio recording¶
- Speak naturally - no need to be formal
- Mention the room when you change location ("now I'm in the kitchen...")
- Give quantities when possible ("about 100 square feet")
- You can mix languages - the AI understands Portuguese and English
- Longer recordings are better - more details = more accurate scope
8. Generating scope from video¶
The most complete way to generate a scope. The AI analyzes the video frame by frame, combining visual and audio information for maximum detail.
How it works¶
- Click the video button and send the file
- The AI analyzes:
- Video frames - identifies rooms, materials, dimensions, damage
- Video audio - transcribes your comments during recording
- Combines both sources for a more complete scope
Conversation example¶
You: [Sends 3-minute video doing walkthrough of the apartment, commenting while filming]
AI: "I analyzed the complete video. I combined what I saw in the images with your comments:
Identified visually: - Bathroom: damaged tiles, old sink, cracked glass shower enclosure - Bedroom: walls with peeling paint, hole in drywall - Kitchen: broken ceramic floor, visible leak under sink
From your comments: - Bathroom: 60 SF of tile, reinstall sink - Bedroom: 200 SF of painting, 4 SF of drywall patch - Kitchen: replace plumbing
Suggested scope: - TIL: 60 SF | Bathroom - PLM: Sink (Bathroom) + Plumbing (Kitchen) - GLS: 1 EA Glass Enclosure | Bathroom (cracked - not mentioned in audio, saw in images) - DRY: 4 SF Patch | Bedroom - PNT: 200 SF | Bedroom - FCW: ~60 SF Floor | Kitchen
I noticed the glass enclosure is cracked but you didn't mention it. Want to include it in the scope?"
Notice how the AI complemented the audio information with what it saw in the images, identifying the cracked glass enclosure that wasn't mentioned verbally.
Tips for videos¶
⚠️ In testing phase: Video upload is in testing phase. We strongly recommend sending short videos (up to 1-2 minutes). Long videos may take longer to process or have less accurate results.
- Short videos - prefer videos of up to 1-2 minutes per room
- Comment while filming - "here we need drywall, about 100 SF"
- Film slowly - give the AI time to analyze each scene
- Show details - zoom in on damage, cracks, leaks
- Prefer photos + audio if the video is too long - results may be better
9. The 16 work categories¶
The SGI scope organizes work into 16 professional categories, in the actual execution order of the construction. This ensures work is done in the correct sequence.
| Code | Name | Description |
|---|---|---|
| FRM | Framing | Wood structures, walls, beams |
| ELE | Electrical | Wiring, outlets, switches, panels |
| INS | Insulation | Thermal and acoustic insulation |
| DRY | Drywall | Gypsum boards, partitions |
| MUD | Mud/Taping | Joint compound, tape, finishing |
| FNC | Finish Carpentry | Baseboards, moldings, doors, windows |
| PNT | Painting | Wall, ceiling, and trim painting |
| FCW | Floor Covering | Carpet, laminate, vinyl |
| TIL | Tile | Ceramic tiles, porcelain, stone |
| PLM | Plumbing | Pipes, sinks, toilets, showers |
| DTL | Details/Hardware | Handles, locks, accessories |
| GLS | Glass/Mirrors | Mirrors, glass enclosures, glass windows |
| CLN | Cleaning | Post-construction cleaning |
| TCH | Touch Ups | Final paint and finish touch-ups |
| CON | Contents | Furniture, appliances, decor |
| DMO | Demolition | Demolition of existing structures |
Measurement units¶
| Abbreviation | Name | Usage |
|---|---|---|
| EA | Each | Individual items (sink, toilet, door) |
| SF | Square Feet | Areas (walls, floors) |
| LF | Linear Feet | Lengths (baseboards, pipes) |
| SY | Square Yards | Larger areas (carpet) |
| HR | Hours | Work time |
Note: The categories and units follow the American construction standard, as the system is designed to serve international markets. The AI accepts input in Portuguese and converts automatically.
10. Reviewing and editing the scope¶
After the AI generates the scope, you can review and adjust before finalizing.
What you can do¶
- Add more items: "Add 50 LF of baseboard in the living room"
- Remove items: "Remove the painting item for bedroom 2"
- Change quantities: "The drywall in the bathroom is 80 SF, not 60"
- Change rooms: "The tile is in the kitchen, not the bathroom"
- Confirm and submit: "You can finalize the scope"
Scope status¶
| Status | Meaning |
|---|---|
| Draft | Scope being built, can be freely edited |
| Ready for Review | Scope finalized, awaiting admin approval |
| Approved | Scope approved and ready for execution |
| In Progress | Work being executed |
| Completed | Work finished |
Edit example¶
AI: "Current scope has 4 items. Want to adjust anything?" You: "The drywall is actually 120 SF, and add demolition of the old floor in the kitchen, 60 SF" AI: "Updated! - DRY: 100 SF → 120 SF (Main Bathroom) - DMO: Added - Remove Floor | 60 SF | Kitchen
Total: 5 items in 4 categories. Any more adjustments?"
11. How the scope appears in the project¶
After finalizing the scope through Chat, it automatically appears in the "Scope" tab of the project details.
What you see in the Scope tab¶
- Collapsible categories - Click to expand/collapse each category
- Detailed items - Task, action, type, quantity, unit, room, and notes
- Prices - Only administrators see estimated prices
- Approval button - Administrators can approve the scope
Visibility difference by role¶
| Information | Administrator | Employee |
|---|---|---|
| Categories and items | Sees | Sees |
| Quantities and units | Sees | Sees |
| Rooms and notes | Sees | Sees |
| Unit prices | Sees | Doesn't see |
| Total prices | Sees | Doesn't see |
| Approve button | Sees | Doesn't see |
For more details about the Scope tab, see the Projects Guide.
12. Register costs through Chat¶
You can register project costs and expenses directly through Chat, without needing to navigate to the projects screen.
Conversation example¶
You: "I spent R$ 1,250 on materials at Home Depot for the Rua das Flores project" AI: "Got it! I'll register the cost: - Project: Carpet Installation - Rua das Flores 123 - Amount: R$ 1,250.00 - Description: Materials - Home Depot - Category: Material
Confirm?" You: "Yes" AI: "Cost registered successfully! Status: Approved."
Who can register costs¶
Cost registration depends on user permissions:
- Users with "Can add costs" permission: Can register costs normally through Chat. The cost is created in the project.
- Users without this permission: Cannot register costs through Chat. The AI informs you that you don't have authorization for this operation.
Note: Permissions are configured by the administrator on the Users screen. See the Users and Skills Guide for more details.
13. Automatic invoice reading (OCR)¶
One of the most practical SGI features: just send a photo of the invoice and the AI reads everything automatically.
How it works¶
- Take a photo of the invoice or receipt
- Send the photo in Chat
- The AI uses computer vision to extract:
- Total amount of the purchase
- Items purchased (name, quantity, unit price)
- Vendor (store name)
- Date of purchase
- You check the data and confirm
Conversation example¶
You: [Sends photo of an invoice from the materials store]
AI: "I analyzed the invoice. I identified:
Vendor: Casa dos Materiais Ltda Date: 02/10/2026 Total: R$ 2,350.00
Items: | Item | Qty | Unit Price | Total | |------|-----|------------|-------| | White Acrylic Paint 18L | 5 | R$ 250.00 | R$ 1,250.00 | | Wool Roller 23cm | 10 | R$ 35.00 | R$ 350.00 | | Sandpaper 150 (pack 50) | 3 | R$ 45.00 | R$ 135.00 | | Masking Tape 50mm | 20 | R$ 12.00 | R$ 240.00 | | Spackle 25kg | 5 | R$ 75.00 | R$ 375.00 |
Does the data look correct? Which project should I associate it with?"
You: "Data is correct, the Rua Dr. Melo Alves project" AI: "Cost of R$ 2,350.00 added to project 'Hydraulic Installation - Rua Dr. Melo Alves, 700'. Status: Approved."
Tips for invoice photos¶
- Flat, well-lit photo - avoid shadows and reflections
- Include the entire invoice - the AI needs to see the total and items
- Can be a printed or electronic invoice (phone screen)
- If the invoice is crumpled, try to flatten it before photographing
Note: If the AI can't read some field, it will ask you to provide it manually. You always confirm before saving.
14. Schedule visits through Chat¶
Scheduling a visit through Chat is faster than through the Scheduling screen, because the AI automatically suggests the best employee.
Conversation example¶
You: "I need to schedule a visit for the Rua das Flores project, tomorrow at 9am" AI: "Checking availability for 'Carpet Installation - Rua das Flores 123'...
I recommend: Joao Silva - Skill: Carpet Installation - Available tomorrow at 09:00 - No schedule conflicts
Confirm the appointment?" You: "Confirm" AI: "Appointment created! - Employee: Joao Silva - Date: 02/15/2026 at 09:00 - Duration: 2 hours - Project: Carpet Installation - Rua das Flores 123
Notification sent to Joao Silva."
How the AI suggests an employee¶
The AI analyzes 3 criteria to make a suggestion: 1. Skills - Selects employees with the right competency for the job 2. Availability - Checks the schedule to avoid time conflicts 3. Workload - Prefers employees with fewer appointments in the period
Important: The AI's suggestion is just a recommendation. The administrator has full control over who gets scheduled. You can accept the suggestion, choose a different employee, or ask the AI to show other options. The final decision is always yours.
Note: Administrators can schedule for any employee. Employees only see their own appointments.
15. Send progress reports through Chat¶
Daily reports are generated by employees in the field, directly through Chat. There is no "create report" button on the Daily Reports page - they are created here.
Complete flow: from start to end of a visit¶
1. Arriving at the site¶
You: "I arrived at the Rua das Flores project" AI: "Visit started! Project: 'Carpet Installation - Rua das Flores 123'. Good work! Let me know about progress throughout the day."
2. Reporting progress¶
You: "I did 40% of the carpet, finished the living room and starting the bedrooms" AI: "Progress updated: 40% completed. Tasks registered: - Carpet installation in living room (completed) - Starting installation in bedrooms
Keep it up!"
You: [Sends 2 photos of the installed carpet in the living room] AI: "Photos received and attached to the report. The work looks great!"
3. Reporting problems¶
You: "I found a problem: the subfloor in bedroom 2 is uneven, it will need leveling before the carpet" AI: "Problem registered in the report: - 'Uneven subfloor in bedroom 2 - needs leveling'
Want to continue working in the other rooms meanwhile?"
4. Finishing the visit¶
You: "I'm done for today. Did 75% of the total, still missing the 2 smaller bedrooms" AI: "Report finalized!
Today's summary: - Progress: 75% - Tasks completed: Carpet in living room, Carpet in bedroom 1 - Problems: Uneven subfloor in bedroom 2 - Photos: 2 attachments
Report submitted and available on the Daily Reports page and in the project's Reports tab. Have a good rest!"
16. What a report contains¶
Each report generated through Chat includes:
| Field | Description | Example |
|---|---|---|
| Project | Project name | Carpet Installation - Rua das Flores 123 |
| Date | When the report was submitted | 02/15/2026 |
| Employee | Who submitted | Joao Silva |
| Progress | Completion percentage | 75% |
| Tasks completed | List of what was done | Carpet in living room, Carpet in bedroom 1 |
| Problems | Difficulties encountered | Uneven subfloor in bedroom 2 |
| Notes | Additional observations | Smaller bedrooms remaining |
| Photos | Progress images | 2 photos attached |
Where the report appears¶
- Daily Reports page (sidebar menu > "Daily Reports")
- "Reports" tab in the corresponding project details
Who sees what¶
| Role | Access |
|---|---|
| Administrator | Sees all reports from all employees |
| Employee | Sees only their own reports |
For more details about the Daily Reports page, see the Scheduling, Reports, Settings and Emergency Guide.
17. Manage inventory through Chat¶
You can check and move inventory directly through Chat, without needing to go to the Inventory screen.
Available operations¶
Check quantity¶
You: "How much white paint is in stock?" AI: "White paint stock: - White Acrylic Paint 18L: 12 cans (Average price: R$ 250.00) - Total stock value: R$ 3,000.00
Want to do any operation?"
Withdraw material for a project¶
You: "Withdraw 5 cans of white paint for the Rua Dr. Melo Alves project" AI: "Confirm the withdrawal: - Material: White Acrylic Paint 18L - Quantity: 5 cans - Project: Hydraulic Installation - Rua Dr. Melo Alves, 700 - Estimated cost: R$ 1,250.00 (5 x R$ 250.00)
Confirm?" You: "Yes" AI: "Withdrawal registered! - Stock updated: 12 → 7 cans - Cost of R$ 1,250.00 added to project (approved)
Warning: Low stock! Minimum configured quantity: 10 cans."
Check low stock¶
You: "Which items are low on stock?" AI: "1 item with low stock: - White Acrylic Paint 18L: 7 cans (minimum: 10)
I recommend restocking."
For more details about the inventory system, see the Inventory Guide.
18. Manage projects through Chat¶
Administrators can create and manage projects directly through Chat.
Important: Only administrators and super administrators can use these functions. Employees do not have access.
Create a project¶
You: "Create a new Residential Painting project at Av. Paulista 1000" AI: "I'll create the project. Any description or additional notes?" You: "Complete painting of 3 bedrooms and living room, client Ana Silva" AI: "Project created successfully! - Name: Residential Painting - Address: Av. Paulista 1000, Sao Paulo - Description: Complete painting of 3 bedrooms and living room - Client: Ana Silva - Status: Pending"
Change project status¶
You: "Change the Av. Paulista project status to on hold" AI: "Found project 'Residential Painting - Av. Paulista 1000'. What's the reason for pausing?" You: "Waiting for material delivery from supplier" AI: "Status updated: Pending → On Hold Reason: Waiting for material delivery from supplier"
Query projects¶
You: "What are my active projects?" AI: "You have 3 active projects: 1. Carpet Installation - Rua das Flores 123 (In Progress, 75%) 2. Hydraulic Installation - Rua Dr. Melo Alves, 700 (In Progress, 30%) 3. Residential Painting - Av. Paulista 1000 (On Hold)"
For more details about project management, see the Projects Guide.
19. Accepted input types¶
The Chat accepts 4 input types, and you can combine text with any of them:
| Type | Formats | Main use |
|---|---|---|
| Text | Typed in the field | All commands and conversations |
| Image | JPG, PNG, HEIC | Invoices (OCR), site photos, documents |
| Audio | MP3, OGG, AAC, WAV | Verbal scope description, field inspections |
| Video | MP4, MOV | Site walkthroughs, complete inspections |
Which functions accept which types¶
| Function | Text | Image | Audio | Video |
|---|---|---|---|---|
| Generate scopes | Yes | Yes | Yes | Yes* |
| Register costs | Yes | Yes (OCR) | Yes | - |
| Schedule visits | Yes | - | Yes | - |
| Daily reports | Yes | Yes | Yes | Yes* |
| Manage inventory | Yes | - | Yes | - |
| Manage projects | Yes | - | Yes | - |
Audio in all functions: You can use audio in any Chat function. The AI automatically transcribes what you say and interprets the intent. For example, record an audio saying "I spent 500 on materials" and the AI registers the cost.
*Video in testing phase: Video upload functionality is in testing phase. We strongly recommend sending short videos (up to 1-2 minutes) for best results. Very long videos may take longer to process or have less accurate results.
20. Tips for using the Chat better¶
Be specific¶
| Less effective | More effective |
|---|---|
| "I need something" | "I need to schedule a visit for tomorrow" |
| "Is there stuff in stock?" | "How much cement is in stock?" |
| "I spent money" | "I spent R$ 500 on materials at Home Depot" |
Use the right input type¶
- Invoices? Send a photo - the AI reads it automatically
- Field inspection? Record audio while walking through the site
- Complete walkthrough? Film a video showing all rooms
- Simple scope? Just describe it with text
The AI remembers context (with limits)¶
Within the same conversation, you don't need to repeat information. If you already selected a project, the AI remembers:
You: "I spent R$ 200 on screws" AI: "Registered in the 'Carpet Installation - Rua das Flores 123' project (same project from the conversation). Confirm?"
However, context has limits: - The AI remembers the most recent messages in the conversation well - Very long conversations go through automatic compaction: older messages are summarized to free up space, and some details may be lost - Information from weeks or months ago will likely no longer be accessible in the AI's memory - If you need the AI to remember something specific from a long time ago, repeat the information in the current conversation
Practical tip: For new tasks, don't rely on the AI remembering details from very old conversations. Provide the necessary data (project, address, amounts) again. If the conversation has gotten too long, use the "Nova Conversa" (New Conversation) button and start fresh.
If something went wrong¶
- Say "cancel" or "undo" to reverse the last action
- Use the "Nova Conversa" (New Conversation) button to start fresh
- The AI always asks for confirmation before executing important actions
You can mix languages¶
The AI understands Portuguese and English. You can say "I need 100 SF of drywall in the banheiro" and it works perfectly.
21. Quick reference¶
What to say in Chat for each action¶
| You want to... | Say this in Chat... |
|---|---|
| Generate scope | "I need to generate a scope for..." or send photos/audio/video |
| Add cost | "I spent R$ X on..." or send invoice photo |
| Schedule visit | "Schedule a visit for project X tomorrow at 9am" |
| Start visit | "I arrived at the site" or "Start visit at project X" |
| Report progress | "I did X% of the work" or send progress photos |
| Finish visit | "I finished the work" or "Completed" |
| Check inventory | "How much X is in stock?" |
| Withdraw material | "Withdraw X units of Y for project Z" |
| Create project | "Create a [type] project at [address]" |
| Change status | "Change project X status to [status]" |
| Query projects | "What are my active projects?" |
| General help | "How does inventory work?" or "Help me with..." |
Useful shortcuts¶
| Action | How to do it |
|---|---|
| Send message | Press Enter |
| New line | Press Shift+Enter |
| Start fresh | Click "Nova Conversa" (New Conversation) |
| Send photo | Click the image button |
| Record audio | Click the microphone button |
| Send video | Click the video button |