The Operate assistant

The Operate assistant is an AI-powered chat interface in your admin dashboard that answers questions about your business data and can perform actions across your Chisel Tide account. Ask about revenue, routes, invoices, customers, and more — the assistant queries your live data and presents answers as text, charts, tables, maps, or downloadable documents.

Access Operate

From any page in the admin dashboard, click Operate in the main navigation. The Operate page opens with four tabs:

• Conversation — The active chat interface where you ask questions and receive answers. This is the default view.

• Activity — A live feed of everything the assistant has done, including agent actions, skill runs, and your conversation turns.

• Skills — The catalog of jobs the assistant can run for you, each of which can be enabled or disabled.

• Insights — Reports the assistant writes on a schedule, such as morning briefings, technician snapshots, and cash-flow summaries.

Ask a question

In the Conversation tab, type your question in the composer and click Send. The assistant streams a response in real time.

When you first open the chat, you'll see example prompt cards to help you get started:

• "How much revenue did I collect this month?"

• "Compare lead value by pipeline stage"

• "List my overdue invoices over $500"

• "Map today's route stops"

Click any card to send that prompt instantly.

What the assistant can do

The Operate assistant connects to your Chisel Tide data and can:

Answer questions about your business

• Summarize revenue, invoice status, and payment trends

• Compare metrics across time periods or pipeline stages

• List records matching specific criteria (e.g., overdue invoices, inactive customers)

• Explain data relationships and surface insights

Display visual results

Beyond text, the assistant renders inline visualizations:

• Stats — Single KPIs like total revenue or active customers

• Charts — Trend lines, comparisons, and distributions

• Tables — Lists of records with sortable columns

• Maps — Geographic views of route stops or customer locations

• Documents — Downloadable reports or generated files

Perform actions

The assistant can take actions on your behalf, such as updating records or triggering workflows. For any action that modifies or deletes data, the assistant will ask for your confirmation before proceeding.

Answer questions about the product

Beyond your business data, the assistant answers product questions — how the Tide app itself works, such as what a status means, where a setting is, or how a workflow runs. These are answered from the official Tide documentation, with citations. If the documentation doesn't cover a product question, the assistant says so rather than guessing.

Activity tab

The Activity tab shows a live, organization-wide feed of everything the assistant has done, merging agent actions, skill runs, and your conversation turns into one stream. To review and approve the autonomous workflows behind those agent actions, see Agents. Each event shows a title, timestamp, and status — running, done, failed, or needs approval. Filter by activity family, and use Present for a presentation view that can Replay today.

Skills tab

The Skills tab lists the jobs the assistant can run for you, grouped by domain — for example invoicing weekly visits, chasing overdue accounts, prepping tomorrow's routes, and asking happy customers for reviews. Each skill shows its trigger type (conversation, scheduled, or both), whether it's a built-in system skill, its schedule, and its last run. Use the switch on a skill to enable or disable it, and search or filter the list by trigger type.

Insights tab

The Insights tab is an archive of reports the assistant writes on a schedule — briefings, snapshots, and summaries. Reports are grouped by date, newer ones are marked unread, and each opens in a reading pane with expandable technical details. If no reports exist yet, enable a scheduled skill like the Morning Briefing and its reports will arrive here.

Conversation history

Each conversation maintains a thread, so you can ask follow-up questions and the assistant remembers the context. If you refresh the page or navigate away and return, your conversation persists.

Tips for best results

• Be specific — Narrow questions yield clearer answers. "List overdue invoices over $500" works better than "show me invoices."

• Request format — If you want a chart, table, or map, say so in your question.

• Follow up — After an initial answer, ask for refinements, comparisons, or deeper details.

Troubleshooting