The AI Assistant
Built into Primebrick there is an assistant you can talk to — in plain language, like a colleague who knows the product inside out. You can ask it how something works, ask it to find a record, or ask it to do something for you — and it will tell you exactly what it is about to do before it does it.
Two kinds of questions, two kinds of answers
Everything you can ask falls roughly into two families:
| You ask… | The assistant… | Example |
|---|---|---|
| About the product | Answers from the product's own documentation — the same pages you are reading now | "How does the audit history work?" |
| About your data, or to act | Looks things up in the application itself — and, with your permission, performs actions | "How many customers do we have?", "Rename Acme Spa to Acme Ltd" |
The difference matters: the first kind is a well-read librarian; the second kind is a pair of hands that can actually touch your records.
When the assistant wants to do something — it asks you first
Reading is free; doing always goes through you. When the assistant decides an action is needed — renaming a customer, changing a setting, deleting a record — it does not just do it. It tells you exactly what it is about to change, and waits for your confirmation.
Two consequences worth remembering:
- Nothing the assistant does is invisible. Changes made through it are tracked in the audit history exactly as if you had made them yourself.
- It can only do what you can do. It acts with your permissions — if a button is unavailable to you, it is unavailable to the assistant too.
What it is good at (and what it is not)
Ask it to:
- Explain how a feature works, in plain language
- Find records: "show me all customers in Italy", "who is John Doe?"
- Summarise a record or its history
- Take a concrete action you could take yourself — after your confirmation
Do not expect it to:
- Know things outside the product and its documentation
- Be right 100% of the time — it is helpful to verify important answers, and every answer it gives can be rated
- Replace your judgement on irreversible actions — the confirmation step exists precisely so the last word is yours
Your conversations, your history
Each conversation is saved so you can pick it up later — you will find your past chats in the conversations list, you can rename them, and delete them when they are no longer useful. Conversations are yours: other users cannot see them.
Help it help you — the thumbs
Under each answer you will find a 👍 / 👎 rating. Use it: those votes are read by the team maintaining the assistant and are the fastest way to flag an answer that was wrong, vague, or unhelpful — or to confirm it nailed it.
A worked example
"Jane Doe needs to update ACME Company's billing address. Instead of opening the customer record, finding the field, and typing it herself, she asks: 'change ACME Spa's address to Via Roma 12, Milano'. The assistant finds the customer, shows her the exact change it is about to make — old address, new address — and waits. She confirms; the record is updated and the change appears in the audit history under her name, as if she had done it manually."