AI Chat Beta Guide

Build and modify estimates and invoices faster using conversational AI chat built directly into the page.

AI Chat is a new way to work with your estimates and invoices in PaintScout. Instead of navigating menus and dialogs, you can describe what you want to do and let the assistant handle it. That makes tasks like swapping products or formatting items across an entire document much faster.

Join Beta

AI Chat is currently in active development. You may encounter bugs, missing functionality, or things that don't work quite as expected. We're actively making improvements and would love your feedback if you run into anything!

Feel free to reach out to us at [e-mail]

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Getting Started

AI Chat lives in the estimate sidebar, and if enabled on invoices, in the invoice sidebar. To open it:

1. Open an estimate or invoice and click the sidebar icon
2. Select AI Chat
3. Type a prompt in the chat and hit send

The video shows the estimate workflow. AI Chat also works on invoices once enabled.

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Writing Prompts

There's no single right way to use the assistant. You can ask it to add line items, reorganize sections, adjust formatting, and more. We're still discovering the full range of what it can do, so feel free to experiment.

If it can't complete a request, it will let you know, and that feedback helps us improve it over time.

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Chat Buttons

Button	What it does
Revert	Reverses the last action taken by the assistant
👍 / 👎	Signals whether the assistant did something helpful or not. Using these regularly helps the team identify what's working and what needs improvement
Copy	Copies the assistant's response text

The thumbs up and thumbs down buttons are especially useful right now. The more you use them, the easier it is for us to learn and improve the feature.

Tips for Getting the Best Results

• Be as specific as you can — the more detail you give, the better the assistant can help
• If the assistant doesn't get it right the first time, try rephrasing your request
• If something isn't working as expected, let us know with the 👎 — your feedback helps us improve

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FAQ

Do I need the Operations add-on to use AI Chat?

No — AI Chat is available to any user with a sales seat regardless of plan or add-on.

Where do I find AI Chat?

Open any estimate or invoice and look for AI Chat at the bottom of the sidebar on the right side of the page. If you don't see it, your account may not be in the beta yet. Reach out to us at [e-mail] for help.

Can the AI make mistakes?

Yes — this is an early beta and the assistant is still learning. Review any changes it makes before sending an estimate or invoice to a customer. If something doesn't look right, let us know.

What if I ask it to do something it can't do yet?

The assistant will let you know if it can't complete a request. If there's something specific you'd like it to be able to do, we'd love to hear it — that kind of feedback helps us prioritize what to build next. If you click on the thumbs down it will prompt an area for feedback submission.

Will my estimate or invoice data be used to train the AI?

Please reach out to [e-mail] if you have specific questions or concerns about data usage.

Is AI Chat available on invoices?

Yes — AI Chat is available on estimates and invoices, though the invoice chat must be enabled separately. Contact us to enable AI Chat on invoices.

What can I ask the assistant to do?

You can use it to help build, organize, and format your estimates and invoices. We're still exploring the full range of its capabilities, so experiment with different prompts. If it can't do something, it will tell you.

What if the assistant does something wrong?

Use the Undo button to reverse the last action. You can also use the 👎 button to flag the response so the team can learn from it.

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Thanks for Trying AI Chat Beta!

We're excited to have you helping us shape this feature. The more you use it and share what's working — and what isn't — the better it gets.

If you have questions, run into issues, or just want to share your thoughts, please reach out anytime at [e-mail]

Thanks for helping shape what's next!