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Documents and PDFs

  • “Make a quote for Acme: 3 hours of design at $120”
  • “Write a service agreement for the Levi kitchen”
  • “Send me that quote as a PDF”

Excel, Word and PowerPoint

Your agent makes real Office files, in your language and your brand.
  • “Make me an Excel of this month’s expenses”
  • “Send me that contract as a Word file”
  • “Make a 5-slide pitch deck for my studio”
Files come back in the chat as files you can open, and a copy stays in your workspace with a link that keeps working.

Your brand kit

Set your logo, colors and font once in Settings, and every document, quote and file uses them.

Versions

Every edit makes a new version. Go back and forth in one tap, or ask:
  • “Add my logo to the quote and lower the price to $1,800”
  • “Go back to the previous version of the quote”
  • “Go back to the previous version of the spreadsheet”
In the web app, open a document to step through its versions, edit it by hand, or choose Edit with your agent.

Digital signatures

Your clients sign contracts and forms from their phone. You get the signed PDF and an audit trail.
  • “Send the contract to Dana to sign”
  • “Cancel the signing link I sent Dana”

Ask clients for documents

Send a secure upload link with a checklist. What your client uploads goes straight to their record.
  • “Ask Dana for her 106 and bank statements”

Photo editing

  • “Remove the background from this photo”
  • “Crop it square and make it smaller”
Your agent crops, rotates, resizes and removes backgrounds, and sends the result back as a file.