Before you start
Prerequisites and permissions
Have ready
- A connected foreground browser and a configured, ready assistant service.
- Jobs and job tasks must be enabled for the business.
Access rules
- Owner or Office Staff with Jobs view permission and access to the selected job.
Where to find it
Navigation map
- Jobs
- /dashboard/jobs
- Job assistant
- /dashboard/jobs/[id]/assistant
Walkthrough
Step by step
- 01
Open the selected job
Open Jobs, choose the job, then choose Work → Assistant. Use Open job plan at any time to continue manually.
- 02
Start and type
Choose Start conversation and ask to read the current job's tasks. Text can read tasks; changes and other actions use the job plan. Voice is unavailable here.
- 03
Check the receipt
A successful read shows a server receipt and the returned task data. An assistant message alone does not prove that an operation succeeded.
- 04
Recover an uncertain result
If Recover original outcome is offered, it checks the original server reference. Do not submit a second request to resolve an uncertain execution. Otherwise verify through the job plan.
Troubleshooting
If something does not look right
Assistant unavailable
Use Open job plan. Contact the business administrator or support to check assistant prerequisites.
Current access is denied
Check that the business has Jobs and job tasks enabled and that your current staff account has Jobs view permission. Reload after an authorized access change.
Text request fails or access expires
Check your connection, reload to renew access, and start again. If the outcome is uncertain, recover the original outcome or verify manually first.
Keep going