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AI Assistant (Hank)

AI that knows your business.

47 tools. Ask about your costs, estimates, margins, projects — in plain English. Hank uses your actual data, suggests actions you confirm, and remembers context across conversations.

What Hank can do

Query Your Data

Ask about costs, estimates, projects, clients, suppliers — in plain English.

Audit Estimates

Check margins, flag missing items, compare against similar past work.

Analyze Documents

Upload blueprints, spreadsheets, PDFs. Extract and structure data.

Daily Briefings

Say 'good morning' — get tasks, schedule, and suggestions instantly.

Draft Communications

Draft emails and messages with the right project context.

Manage Everything

Calendar events, budgets, work areas, pipeline — through conversation.

How Hank actually works

Not a generic chatbot. A conversational workspace with your business data, persistent context, and actions you confirm.

1
Ask

Ask anything in plain English

"What's my average margin on HVAC jobs this year?" Hank queries your actual data — estimates, projects, costs, clients — and gives you a real answer with numbers, not generic advice.

  • 47 registered tools for querying your data
  • Natural language — no commands to learn
  • Answers based on your actual business data
  • File attachments for image analysis
2
Context

Pin projects and clients for context

The right panel shows pinned entities — projects, clients, estimates. Hank uses this context to give better answers. Mention @project or @client in your message to pull in specific data.

  • 3-panel workspace: history, chat, context
  • Pin projects, clients, estimates for context
  • @ mentions pull in specific entity data
  • Context persists across conversations
3
Act

Suggested actions you confirm

Hank can suggest actions — create a task, advance a pipeline deal, add a calendar event. Every action shows what it will do and waits for your confirmation. AI suggests, you decide.

  • Actions require explicit confirmation
  • Create tasks, notes, calendar events
  • Advance pipeline deals
  • Tool calls are visible and auditable
4
Learn

Hank remembers your business

Persistent AI context means Hank builds understanding of your organization over time. Observations and patterns from past conversations inform future answers.

  • Persistent observations about your business
  • Context questions Hank asks to learn more
  • Conversation history with rename and branching
  • Model tier selection (standard vs higher)

Cost Matching & Pricing Intelligence

When building estimates, Hank suggests matching materials and labor from your cost database. Cross-references pricing against similar past estimates. Flags anomalies before you send the proposal.

  • Auto-match costs from your database
  • Compare against similar past estimates
  • Flag pricing anomalies
  • Suggest materials for takeoff lines

Estimate Auditing

Before you send a proposal, Hank can audit your estimate. Checks margins, identifies missing line items, compares against your history, and runs cost sensitivity analysis.

  • Margin analysis and warnings
  • Missing line item detection
  • Historical pricing comparison
  • Overhead and burden rate checks

Smart Shortcuts (No LLM Needed)

Some commands bypass the AI model entirely. Say 'good morning' for a daily briefing with tasks, events, and stats. Say 'create a task' or 'take a note' — it happens instantly.

  • Daily briefing: tasks, events, suggestions
  • Quick task and note creation
  • Pipeline status queries
  • Pattern-matched locally — no latency

Conversation Management

Full conversational workspace with conversation history, rename, branching. Retry responses, generate variants, edit and regenerate. Multiple simultaneous conversations.

  • Conversation history with switch and rename
  • Response variants — generate alternatives
  • Edit-and-regenerate past messages
  • Streaming responses with stop button

How Hank connects to the platform

Data flows through the platform. Here's where this feature fits.

Hank → Estimates

AI suggests costs, audits margins, and can build estimates from conversation context.

Hank → Cost Database

Query costs, manage entries, check supplier pricing — all through plain English.

Hank → Projects

Deep project analysis, pipeline management, calendar events, budget queries.

See it for yourself

7-day free trial. No credit card required. Pick your trade and start estimating.

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