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, 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
Manage inventory - withdraw materials, check quantities, verify alerts
Manage projects - create, edit, change status

Daily Reports are not created via Chat

As of the v3.x redesign, daily reports are created and filled in directly on the Daily Reports screen — no longer through the Chat. See the Daily Reports Guide.

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.

Current availability

The Chat works through the App (PWA) on all devices (desktop, tablet, mobile). WhatsApp support is planned for future releases, but is not yet available.

2. The Chat screen¶

On the left sidebar menu, click "Chat". You will be taken to the assistant screen.

Chat main 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
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¶

Input bar with attachment buttons

At the bottom of the screen, you will find:

Desktop: Individual buttons for each attachment type.

Element	What it does
Text field	"Digite sua mensagem..." - where you type (up to 2000 characters)
Image button	Send photos (invoices, work site, documents)
Microphone button	Record voice audio directly in the app (with waveform)
Audio button	Send a pre-recorded audio file
Video button (camera)	Record video up to 30s directly in the app
Video button (upload)	Send pre-recorded video
PDF button	Send PDF file (up to 10MB) - useful for importing Work Orders
Send button	Send the message (or press Enter)

Mobile: A single "+" button opens a WhatsApp-style menu with all options (photo, audio, video, PDF).

Keyboard shortcuts

Enter - Send the message
Shift+Enter - New line without sending

Chat limits

Text: up to 2000 characters per message (counter shows when you pass 80%)
PDF: up to 10 MB per file
Image/audio/video: up to 50 MB per file
Video recorded in app: maximum 30 seconds
Session: expires automatically (1 day for most flows, 7 days for specific cases). After expiration, the AI no longer remembers the context of that conversation.

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
"How much cement is in stock?"	Check inventory
"Create a new project"	Create a project
"Hi, good morning!"	Greet and offer help

Daily reports: use the dedicated screen

The Chat no longer creates daily reports automatically. To report field progress, use the "Daily Reports" page in the sidebar menu. See the Daily Reports Guide.

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. 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 5 input types, and you can combine text with any of them:

Type	Formats	Main use	Limit
Text	Typed in the field	All commands and conversations	2000 chars
Image	JPG, PNG, HEIC, WebP	Invoices (OCR), site photos, documents	50 MB
Audio	MP3, OGG, AAC, WAV, WebM	Verbal scope description, field inspections	50 MB
Video	MP4, MOV, WebM	Site walkthroughs, complete inspections	50 MB
PDF	PDF	Import Work Orders from other systems	10 MB

Which functions accept which types¶

Function	Text	Image	Audio	Video	PDF
Generate scopes (Work Orders)	Yes	Yes	Yes	Yes*	Yes (import)
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 works 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.

19.1 Importing Work Orders from external PDFs¶

If your company receives ready Work Orders from other systems (clients, partners, estimating software), you can import them directly into SGI through the Chat.

How it works¶

Click the PDF button (desktop) or the "+" menu → PDF (mobile)
Select the external Work Order PDF file (up to 10 MB)
Send the message
The AI analyzes the PDF and automatically extracts:
Header: Work Order number, Job number, Project Manager, date
Customer: name, address, phone, email
Job address: street, city, state, ZIP
Items: organized in the 16 professional categories
Prices: unit and total (if present in the PDF)
The AI presents a structured preview with:
Detected format (SGI, external, or unknown)
Confidence score (0 to 1) indicating extraction quality
Warnings if there is missing or questionable data
You review and can adjust before confirming
After confirming, the Work Order is created automatically in the project

Example conversation¶

You: [Sends PDF "WO-2024-589-Rabiee.pdf"]

AI: "Analyzed the PDF (format detected: external, confidence: 0.87). Extracted:

Header: - WO Number: WO0001-14547 - Job Number: 25-1959-RPR - Job Name: 590 Indigo Drive - Rabiee, Sarah - Project Manager: John Smith

Customer: Sarah Rabiee - 590 Indigo Drive, Orlando FL 32828

Items extracted: 24 items in 8 categories - DRY (Drywall): 8 items, 450 SF total - PNT (Painting): 6 items, 1,200 SF total - FCW (Floor Covering): 4 items - ... (others)

Warnings: 2 items without room defined. Want to review before importing?"

You: "Yes, show me the items without room"

AI: [lists items and lets you assign rooms before saving]

SGI format recognized

If the PDF was generated by SGI itself (via export), extraction has high confidence (>0.95) and practically needs no adjustments. For PDFs from other systems, quality varies according to the original document layout.

📖 See the Work Order Guide for more details about the Work Order system.

19.2 How the AI picks the right action (masterAgentRouter)¶

The AI uses an intelligent router that detects the intent of your message and sends it to the right specialized agent.

flowchart TB
    A[You send a message in the Chat] --> B[masterAgentRouter analyzes]
    B --> C{What's the intent?}
    C -->|Mentions scope, WO, categories| D[workOrderFlow]
    C -->|Mentions amount, spent, invoice| E[costFlow]
    C -->|Mentions schedule, visit, time| F[schedulingFlow]
    C -->|Mentions inventory, materials, withdrawal| H[inventoryFlow]
    C -->|Mentions create project, change status| I[projectFlow]
    C -->|Greeting, general question| J[generalAssistantFlow]
    D --> K[Executes action via backend]
    E --> K
    F --> K
    G --> K
    H --> K
    I --> K
    J --> K
    K --> L[AI responds with result]

This is why the status indicator in the Chat header changes as you talk - it reflects which agent is active.

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.

Important Rules¶

Size limits¶

Type	Limit
Text per message	2000 characters
Image	50 MB
Audio	50 MB
Video	50 MB
PDF	10 MB
Video recorded in app	30 seconds

Required permissions¶

Operation	Super Admin	Admin	Employee
Use Chat	Yes	Yes	Yes
Generate scope/WO	Yes	Yes	Yes (if assigned to project)
Record cost	Yes	Yes	`canAddCosts`
Schedule visit	Yes	Yes	`canCreateSchedules`
Create project	Yes	Yes	`canCreateProjects`
Manage inventory	Yes	Yes	No

Validations and behaviors¶

Session expires automatically

1 day for most flows (chat, cost, scheduling)
7 days for special flows
After expiration, the AI no longer remembers the context. Use "Nova Conversa" (New Conversation) to start fresh.

Automatic compaction

Very long conversations go through compaction: older messages are summarized to free up space. Very old details may be lost. For critical information from past conversations, repeat it in the current conversation.

Mix languages

The AI understands PT and EN. "Preciso 100 SF of drywall in the bathroom" works perfectly.

System defaults¶

Setting	Default
Text limit	2000 characters
Default session TTL	1 day
service_catalog TTL	7 days
Default max file size	50 MB
Recorded video max	30 seconds
Accepted languages	PT and EN (mixed OK)

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"
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..."
Create daily report	Not via Chat — use the Daily Reports page

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