Your chat assistant

How do I use the chat assistant to get detailed answers or info from my calls, emails, and chats?

What it does

The chat assistant is your digital helper for everything Green Weka captures: calls, emails, in-person conversations, video meetings and team chats. It uses the same smart brain as your voice assistant, but you type instead of talk. This is handy when you want a more detailed answer, or need to copy and paste the information somewhere else.

You can ask about recent calls, action items, jobs, emails, payments, or anything else Green Weka tracks for you. The chat assistant checks your connected tools for the latest info, so you get up-to-date answers. It can search your captured in-person Conversations and video meetings, send and reply to emails (Gmail and Outlook), save records to OneNote, manage your Outlook Calendar and Google Calendar (it will confirm before cancelling events), and mark action items as done, which also completes them in your connected task app. You can also ask about Simpro jobs, schedules and leads, get job recaps, and run reports about your calls, emails and follow-ups. For those who prefer it, you can connect Green Weka to Claude and use Claude as your assistant, see the help topic "Connect Claude" for details.

How to use it

Find the chat assistant on your dashboard or in the mobile app. Just open the chat window and start typing your question. For example, you might ask, "What jobs have I got today?" or "Show me the last email from Sarah." You can:

• Summarise calls, emails, voicemails, in-person conversations and video meetings
• List or add action items
• Look up jobs, bookings, and payments
• Search your captured conversations and meetings
• Send or reply to emails (Gmail and Outlook)
• Save records to OneNote
• Manage your Outlook Calendar and Google Calendar
• Mark action items done (this also completes them in your task app)
• Ask about Simpro jobs, leads and schedules
• Get a recap of a job or run a report on your activity

Answers are usually more detailed than what the voice assistant gives, and you can select and copy them for use in quotes, emails, or job notes.

Tips

• Use the chat assistant when you need a full answer you can copy, or when you’re somewhere you can’t talk.
• If you want to check what happened while you were busy, type "What did I miss?"
• For building code or compliance questions, the chat assistant’s longer answers can be helpful.
• You can ask follow-up questions in the same chat, no need to start over each time.
• For more on each tool, see the help topics for Simpro, Google Calendar, Outlook Calendar, Gmail, Outlook, and OneNote.

If you ever get stuck or the answer doesn’t look right, try rephrasing your question or check that your tools are connected and up to date.