AI assistant
Switch AI on or off, choose your assistant, set how replies sound, and see what your plan includes.
Crewzy has an assistant that answers questions and writes drafts for you: quotes, invoices, job sheets, supplier bills and replies to customers. It never sends, saves or posts anything by itself. A person always checks first, and anything it changes waits for someone to press Confirm.
Go to Settings, AI assistant.
Use AI
Tick Use AI in Crewzy, for everyone in the business to turn it on, or untick it to turn it off. When it is off, the assistant leaves every office screen, Ask leaves your crew's jobs on their phones, and the AI buttons such as Draft with AI go too.
What you type goes to Claude, made by Anthropic, to be answered. Crewzy keeps only how big each question was and what it cost, never the words.
Your crew's assistant on the phone only reads the jobs they are booked on, never prices or other people's work. See Ask the assistant on a job.
Your assistant
The assistant dresses for your trade:
| Trade | Assistant |
|---|---|
| Electrician | Sparky, an Australian power point |
| Carpenter | Tapey, a tape measure |
| Plumber | Shifty, a shifter |
| Handyman | Hammo, a claw hammer |
| Painting | Bristles, a paintbrush |
| Landscaping | Barrow, a wheelbarrow |
| IT and web services | Bytes, a computer screen |
| Air conditioning | Chilly, an air conditioner |
| Tiling | Grout, a stack of tiles |
| Cleaning | Dusty, a wet-and-dry vacuum |
| Roofing | Rungs, a stepladder |
| Fire protection | Pinny, a fire extinguisher |
| Anything else | Chippy, a carpenter's pencil |
There's also Blip, a little alien who belongs to no trade. Blip only turns up if you pick it.
Pick any of them yourself, or choose The one for our trade to go back to the default.
How you talk to customers
Under Suggested replies are written like this, describe in a sentence or two how the business talks to customers, such as "Friendly and brief, first names", and press Save. Suggested replies follow it. Leave it empty for a friendly, plain default.
Guided tours
Show tours to new team members gives each person you add a short walk around the app. Untick it to stop that. See Take the tour.
AI drafts this month
The help assistant is free on every plan. AI drafts are included on Connected and Unlimited with no counter, and the free trial gets the same. Base comes with 20 a month to try them, starting again on the first of each month; on Base the AI drafts box shows how many are used and left.