--- title: "Requiply Assistant" description: "The in-app AI assistant (Requiply Assistant) on the web and in the mobile app: ask about your bookings, clients, inventory, debts, revenue and availability in plain language, get how-to answers from the Knowledge Base, and draft email, message and document templates. It reads your workspace data but never changes it." canonical_url: "https://requiply.com/docs/en/ai/requiply-assistant" --- # Requiply Assistant > The in-app AI assistant (Requiply Assistant) on the web and in the mobile app: ask about your bookings, clients, inventory, debts, revenue and availability in plain language, get how-to answers from the Knowledge Base, and draft email, message and document templates. It reads your workspace data but never changes it. **Requiply Assistant** is the AI helper built into Requiply, on the web and in the [mobile app](#in-the-mobile-app). Ask it about your own business in plain language, such as *"Which clients owe me money?"*, *"What goes out and comes back today?"* or *"What's my revenue this month?"*, and it looks the answer up in your workspace. Ask how something works and it answers from the Requiply Knowledge Base, with screenshots. On the template editors it drafts complete booking emails, printable documents and client messages that you can apply to the editor in one click. Open it from the **star icon** in the top bar, available on every page of the app and in Settings.
![Requiply top bar with the assistant star icon between the page content and the user avatar](https://requiply.com/docs/assets/assistant/launcher.png)
The star icon in the top bar opens the assistant from any page.
## What it can do The assistant works in four modes. The mode is set by where you open it from, and is shown as a badge in the panel header.
Mode Opened from What it does
General assistant The star icon in the top bar, or the Assistant tab in the mobile app Answers questions about your workspace data (bookings, clients, inventory, sales, reports, availability, prices, your automations and settings) and product questions (setup, workflows, "where do I configure X") from the Requiply Knowledge Base.
Email designer Create with Requiply Assistant on an email template Drafts, improves, or translates a booking email using the variables available in that editor, and returns it as an applyable draft.
Document designer Create with Requiply Assistant on an export template Drafts printable documents — rental agreements, handover acts — as print-ready HTML, returned as an applyable draft.
Message designer Create with Requiply Assistant on a message template Writes short client messages for Telegram, Viber, and SMS, matched to the template's format, and returns the name and body as an applyable draft.
**Read only.** The assistant reads your workspace data and the Knowledge Base, but it cannot create, change, cancel or delete anything. Ask it to move a booking or mark a payment and it says it can only look things up, then gives you the steps in the app with links. To let an AI make changes (with a preview you confirm), connect Claude or ChatGPT through the [AI integration](https://requiply.com/docs/en/ai/mcp). ## Ask about your workspace data In general mode the assistant reads your organization's live data as **you**: it sees exactly what your [permission group](https://requiply.com/docs/en/guides/settings/organization/accounts/permission-groups) allows. Without access to reports it cannot run reports, and without access to sales it cannot see sales. When something is outside your access, it names the permission and says that an administrator can grant it.
![The assistant panel over the clients list answering Which clients owe me money: 13 bookings have an unpaid balance, $1,853.92 in total, followed by a table of bookings with booking number links, client, status and balance due, and copy, thumbs up and thumbs down buttons under the answer](https://requiply.com/docs/assets/assistant/workspace-answer.png)
A data answer leads with the number, then a short table. Booking numbers are links that open the booking while the panel stays open.
What you can ask about:
Area Examples
Bookings "What goes out and comes back today?" , "Show booking #38" , "Bookings for next weekend" , "Which returns are overdue?"
Money "Which clients owe me money?" , "What's my revenue this month?" , "Who is my most profitable client to date?"
Inventory "Which items earned the most last month?" , "What is on rent right now?" , "How busy were the cameras this quarter?"
Availability and prices "Is the Streaming kit free from Friday to Sunday, and what would it cost?"
Clients, sales, services, locations, statuses "Emma Crawford's bookings" , "Sales this week"
Your setup "Do I have a return reminder?" , "Which email templates do I use?" , "What are my working hours?" . Setup questions start from what you already have, for example "You have 3 automations, 2 enabled" , then explain what is missing.
How answers are built: - **Dates.** "Today", "last month" and similar are read in your organization's time zone, and the answer states the exact dates it used. - **Numbers first.** A data answer starts with the figure, then a table of up to about ten rows, with money in your currency. - **Links.** Booking numbers, sales, items, automations and templates are links into the app. On the web they open in place and the panel stays open; in the mobile app bookings, clients, items and sales open in the app. - **Bundles.** With [bundle](https://requiply.com/docs/en/guides/inventory/bundles) recommendations set to Internal, the assistant suggests a bundle when you ask about one of its items. Answers that read workspace data call several lookups, so they use more [AI credits](https://requiply.com/docs/en/ai/ai-usage) than a short how-to answer. ## Who can use it - Available to **every signed-in user** of the workspace — the launcher is in the top bar for all roles. - The template-drafting modes are reached from admin-only settings pages, so in practice only admins use those. - Answers follow the language you write in. A message in Russian is answered in Ukrainian, and a message with no clear language (a name, a number, a link) is answered in your organization's language. **Uses AI credits.** Every message consumes credits from the organization's AI balance, shared with Requiply's other AI features. When the balance runs out, the assistant stops answering until credits are topped up. Drafting templates in the email, document and message designers costs half the usual credits. See [AI usage](https://requiply.com/docs/en/ai/ai-usage). ## The assistant window The assistant opens as a floating panel over the current page, so you never lose your place in a form.
![The assistant panel floating over the Add item page with a documentation answer and a Sources section](https://requiply.com/docs/assets/assistant/panel-answer.png)
The assistant floats over the page you are working on, so a question never costs you your place in a form.
- **Drag** it by the header to move it out of the way. - **Minimize** collapses it to the header bar; the icon restores it. - **Close** hides the panel. The conversation is saved and can be reopened from history. - On mobile the panel fills the screen instead of floating. ### Starting a conversation An empty conversation shows a short welcome, *"How can I help with Requiply?"*, and up to four **starter questions**. In general mode they follow the page you are on: *"Which clients owe me money?"* on the clients pages, *"What goes out and comes back today?"* on the bookings pages, *"What's my revenue this month?"* on Reporting, *"How do I remind clients about upcoming bookings?"* on Workflows. Clicking one sends the question exactly as written. The template modes offer *Draft a confirmation email*, *Translate into Ukrainian* and similar, which send a fully written prompt.
![The empty assistant panel over the clients list with the title How can I help with Requiply?, the text Ask about your bookings, clients, inventory, or revenue, or how to set something up, four starter questions such as Which clients owe me money? and How do I import clients?, and the note Reads your workspace data and the Requiply Knowledge Base. It can't change anything.](https://requiply.com/docs/assets/assistant/workspace-empty.png)
The starter questions change with the page you open the assistant from.
The general assistant also knows which page you have open, so a question like "where do I change this?" is answered for the page in front of you. When an answer points you to another page, the path is a link that opens that page in the app while the assistant stays open. Otherwise, type into the composer: - **Enter** sends the message; **Shift + Enter** starts a new line. - While the assistant is writing, the send button becomes a stop button and **Esc** cancels the response. ### While it works
![The assistant panel showing an expanded trace list with reasoning steps and Knowledge Base searches while it works](https://requiply.com/docs/assets/assistant/panel-working.png)
The trace list shows each reasoning step and documentation lookup while the answer is being written.
Answers stream in as they are written. Above the text, a **steps list** shows what the assistant is doing, in your interface language: *Checking your workspace…*, *Searching bookings…*, *Opening clients…*, *Running report: unpaid balances…*, *Checking availability…*, *Calculating the price…*, *Searching the Knowledge Base…*, *Reading the guide…*. The header reads **Working** until the answer is done, then **Checked your workspace · 2 steps** (or **Used Knowledge Base · 3 steps**). The star icon keeps animating until the answer is complete.
![The assistant panel while answering Which clients owe me money: the steps list reads Checked your workspace, 2 steps, with Workspace checked and Report ready: unpaid balances, 2025-10-08 to 2026-10-08, and the first sentence of the answer below it](https://requiply.com/docs/assets/assistant/workspace-working.png)
The steps list shows each lookup, including the dates a report covers.
### Sources Knowledge Base answers end with a **Sources** section listing the exact pages the answer was built from, each as a descriptive link. Follow them when you want the full procedure rather than the summary. Answers built only from your workspace data have no Sources section. ### Screenshots in answers Step-by-step answers include up to two screenshots from the Knowledge Base, each right after the step that opens that screen, so you recognize where to click. Click a screenshot to open it full size in a **Screenshot from the Knowledge Base** dialog. ## Working with generated templates In email, document, and message mode, the assistant returns a **draft card** rather than a wall of HTML.
![A generated document draft card in the assistant showing a rendered preview with Copy HTML and Apply to editor buttons](https://requiply.com/docs/assets/assistant/document-draft-card.png)
A generated draft arrives as a card: rendered preview, a code toggle, and **Apply to editor**. Email drafts look the same, with the subject line above the body preview.
Each card gives you: - A rendered **preview** — an email preview or a print-styled document preview. - A **code toggle** to inspect the raw HTML. - **Copy** buttons for the subject, body, or document HTML. - **Apply to editor**, which writes the draft into the template form you opened the assistant from. Applying an email draft replaces the subject and body; applying a document draft replaces the template name and body and switches the editor to HTML mode; applying a message draft replaces the template name and message text, converted to whatever the selected format uses. Nothing is saved to your organization until you press **Save** on the template form yourself. **Apply to editor** only works while the originating editor is still open. If you navigate away, the button reports that the editor is no longer open — copy the content instead. The assistant is told to use only the variables that exist in the editor it was opened from, and to keep every token exactly as written, so applied drafts substitute correctly. It also picks up your organization's name, brand color, and logo when designing, so drafts come back looking like your business rather than a generic template. ## Conversation history The **history** icon in the panel header opens your previous conversations. - Each entry shows its title, its mode, and when it was last used. - **Search** filters conversations by title. - Clicking a conversation reopens it with its full message history. - The trash icon **archives** a conversation, removing it from the list. The **+** icon starts a new chat without deleting the current one. ## Rating an answer Under every completed answer are a **copy** button and thumbs up / thumbs down buttons. Rating an answer opens an optional comment box, *"Tell us a bit more about this answer, or skip this step"*, so you can explain what was good or wrong. Click the highlighted thumb again to remove your rating. Ratings and comments go to the Requiply team and are used to improve the assistant; you can skip the comment and leave just the rating. In the mobile app you rate with the thumbs only. ## In the mobile app The iOS and Android apps have their own **Assistant** tab with the same workspace and Knowledge Base answers, written shorter for a phone screen. For the other tabs, see [Mobile app](https://requiply.com/docs/en/guides/mobile-app#the-tabs). 1. Open **More**. The tab is off by default. 2. Switch **Assistant** on. Up to three tabs can be on at once besides Search and More, so switch another one off first if needed. You can also tap the **Assistant** row to open it as a page without adding a tab. 3. Ask a question in **Ask Requiply anything**, or tap a starter question such as *"Who still owes money?"*. - **Chat history:** swipe right anywhere or tap the menu button to open **Chats**, grouped by Today, Yesterday, Previous 7 days and older, with **Search chats** and **New chat**. Long-press a chat to archive it: *It disappears from your chats. Nothing in your workspace changes.* - **AI credits:** the bottom of the history drawer shows the organization's balance, for example *62% left*, *1,240 of 2,000* and the renewal date. Every member can see it; only admins can buy credits, on the web under [AI usage](https://requiply.com/docs/en/ai/ai-usage). - **Links** in answers open bookings, clients, items and sales in the app; settings pages open in the web app. - **On iOS 26** the **Ask Requiply anything** field sits on the tab bar itself. It keeps your unsent draft, and turns into a stop button while the assistant answers. ## Limits and messages
Message What it means
Your organization has no AI credits remaining. The balance is used up. An admin can upgrade or buy credits under AI usage .
Too many assistant messages. Please try again in a minute. More than 30 messages in a minute from one person.
Archived assistant conversations are read-only Start a new chat to continue.
Requiply could not look that up right now. Please try again in a moment. A workspace lookup failed; asking again usually works.
## Common scenarios ### Planning the day Open the assistant on the bookings page and click *"What goes out and comes back today?"*. You get today's pickups and returns with booking links, in your time zone. ### Chasing unpaid balances Ask *"Which clients owe me money?"*. The answer gives the total and the bookings with a balance, largest first. Click a booking number to open it and send a payment link. ### Finding out how a feature works Open the assistant from the top bar and ask in plain language — *"how do buffers between bookings work?"*. The assistant searches the documentation, reads the most relevant page, and answers with a link to it in **Sources**. ### Writing your first booking confirmation email 1. Go to **Settings → Bookings → Email templates → Create template**. 2. Click **Create with Requiply Assistant**. 3. Use the **Draft a confirmation email** starter, or describe the tone and content you want. 4. Review the preview, click **Apply to editor**, adjust anything you like, and save. ### Producing a rental agreement 1. Go to **Settings → Bookings → Custom export templates → Create template**. 2. Click **Create with Requiply Assistant** and pick **Draft a rental agreement**. 3. Apply the returned document, tweak the clauses for your business, and save. The template then appears in the **Export** dialog on every booking. ### Writing a Telegram reminder 1. Go to **Settings → Bookings → Message templates → Add template** and set the format to **Telegram**. 2. Click **Create with Requiply Assistant** and pick **Draft a booking reminder**. 3. The assistant writes Markdown that Telegram can render, using only the variables available in the editor. Apply it, add an attachment or a button if you want one, and save. ### Improving something you already wrote Open the assistant from the editor with your draft in place and ask for a rewrite or a translation. The assistant receives the current draft as context and returns a complete revised version — always the full subject and body, or the full document, never a fragment. ## Tips and cautions **Tip:** Open the assistant from the template editor rather than the top bar when you want a draft. Opened from the top bar it is in general mode and cannot produce applyable templates. **Tip:** Ask follow-ups in the same conversation instead of starting over — "make it shorter", "add a cancellation clause". The assistant keeps the thread's context. **Heads up:** The assistant never saves anything on its own. Applying a draft only fills the form — the change takes effect when you press **Save**. **Heads up:** How-to answers are based on the published Knowledge Base. If something in your workspace behaves differently from what it describes, trust the app and let us know with a thumbs-down. **Heads up:** The assistant only sees what your own permissions allow, so two colleagues can get different answers to the same question. ## Sitemap See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.