> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/beta-guides/ai-estimate-assistant-beta-guide.md).

# AI Estimate Assistant Beta Guide

The AI Estimate Assistant is a new way to work with your estimates in PaintScout. Instead of navigating menus and dialogs, you can simply describe what you want to do and the assistant takes care of it — making complex tasks like swapping products, or formatting items across an entire estimate as easy as asking for it.

<p align="center"><a href="https://5nj1jy.share-na3.hsforms.com/2QDh1LPeKS428KDlpYDEkWg" class="button primary" data-icon="unlock">Join Beta</a></p>

{% hint style="info" icon="circle-info" %}
The AI Estimate Assistant 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 <product@paintscout.com>
{% endhint %}

***

### **Getting Started**

The AI Assistant lives in the estimate sidebar. To open it:

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

{% embed url="<https://www.loom.com/share/008193aaaf0f4a4c8df40d4485b300fa>" %}

***

### Writing Prompts <a href="#h_0462dda2b6" id="h_0462dda2b6"></a>

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.

***

### Chat Buttons <a href="#h_1aae8e86b8" id="h_1aae8e86b8"></a>

| <h4 id="h_009cba0e94">Button</h4> | <h4 id="h_e9e1830d40">What it does</h4>                                                                                                             |
| --------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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.

{% hint style="info" %}
**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
  {% endhint %}

***

## **FAQ**

<details>

<summary><strong>Do I need the Operations add-on to use the AI Assistant?</strong></summary>

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

</details>

<details>

<summary><strong>Where do I find the AI Assistant?</strong></summary>

Open any estimate and look for **AI Assistant** at the bottom of the sidebar on the right side of the page. If you don't see it, it's likely because your account hasn't been added to the beta yet — reach out to us at <product@paintscout.com> for assistance.

</details>

<details>

<summary><strong>Can the AI make mistakes?</strong></summary>

Yes — this is an early beta and the assistant is still learning. We recommend reviewing any changes it makes before sending an estimate to a customer. If you notice something that doesn't look right, let us know.

</details>

<details>

<summary><strong>What if I ask it to do something it can't do yet?</strong></summary>

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.

</details>

<details>

<summary><strong>Will my estimate data be used to train the AI?</strong></summary>

Please reach out to <product@paintscout.com> if you have specific questions or concerns about data usage.

</details>

<details>

<summary><strong>Is the AI Assistant available on invoices?</strong></summary>

Not yet. The AI Assistant is currently available on estimates only.

</details>

<details>

<summary><strong>What can I ask the assistant to do?</strong></summary>

You can use it to help build, organize, and format your estimates. 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.

</details>

<details>

<summary><strong>What if the assistant does something wrong?</strong></summary>

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.

</details>

***

**Thanks for Trying the AI Estimate Assistant 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 <product@paintscout.com>

Thanks for helping shape what's next!


---

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