If the assistant responds with "I wasn't able to put together an answer for that", try rephrasing your question with more specific terms or narrower scope. The assistant works best with concrete questions about your data.
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 two tabs:
Conversation — The active chat interface where you ask questions and receive answers. This is the default view.
Skills — A placeholder for upcoming reusable playbooks. Skills will automate multi-step workflows like onboarding a customer or auditing billing.
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.
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
The assistant says it couldn't answer
Chat fails to start
If you see an error like "Failed to create chat thread" or "Failed to start chat", refresh the page and try again. If the problem persists, check your network connection and ensure you're signed in.
Response seems incomplete or wrong
The assistant works from live data in your Chisel Tide account. If the response doesn't match your expectations, verify the underlying records in the relevant section (Routes, Customers, Invoices, etc.). You can also click Regenerate beneath the assistant's message to try again.
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