AI Assistant Panel

The AI assistant that lives inside your screens — it understands the data in front of you, answers questions, generates reports and works on the rows you select.

Overview

TotalApp's AI assistant panels are embedded directly into their host screens — they understand the context of the data on screen and can answer questions, generate reports and perform analysis without you needing to copy-paste data into a separate tool.

Every assistant panel in the app is built on one shared panel, so they all look and behave the same: the same header, chat bubbles, suggestion chips, history, Save as Report and Add Knowledge controls. The panel’s accent colour follows the module you are working in.

Where to configure it

All assistant behaviour — model, width, auto-open, font size, memory and more — is configured once in Settings → AI Assistant and applies to every panel. See AI Assistant Settings. For the two families of assistant (table and dashboard), see AI Assistants Overview.

Opening and using the panel

Open the panel with the vertical AI Assistant tab anchored to the right edge of the screen — or turn on auto-open in the settings and it opens by itself when you visit a screen that has an assistant.
The panel is a fixed overlay on the right edge. While it is open, the screen’s content area reserves right-side space equal to the panel width, so table columns and action buttons are never hidden behind it.
On an empty chat the panel shows example question chips. Click a chip and it is sent as your message immediately.
Type your own question. The assistant answers using the data of the screen you are on.
Click New Chat (pencil-square icon in the panel header) to start a fresh session without losing the previous one — the earlier conversation is saved to the panel’s History list (clock icon), where you can reopen it later.

Working with selected rows

On screens with a table, tick the checkbox at the start of one or more rows (or the header checkbox to select the visible rows). The assistant panel then shows a Selected (n) list with the names of the ticked records, plus two buttons: Analyze selected (n) and Summarize selected (n). Clicking either sends those records to the assistant together with a ready-made prompt, so you do not have to describe them yourself. Typing your own question while rows are selected also uses them as context.

Selection survives filtering and paging — rows you ticked stay selected until you untick them.
If no row is ticked, the assistant works with the whole list (or, on some screens, the record whose detail is open).
The checkbox shape, colour, size and tick icon are set in Settings → Appearance (see Appearance Settings) and apply to every table screen.

Not every screen lists the selection yet

The selection list is shown in the panel on the Energy, Government, Insurance, Real Estate, Patent & R&D, Construction and Healthcare screens, on the Fleet Manager, and on My Tasks, My Projects, My Workflows, My Reports, My Spreadsheets, My Courses, My Tests, Course Builder and My Prompts / My Documents. On other screens the checkbox still selects rows for bulk actions, but the assistant panel does not display the selection list.

Supported screens

Screen	Data context	Can save reports?
Kanban Board	All tasks in all columns across all projects	No
My Tasks	User's own tasks (all or selected project)	No
My Notes	User's notes (all or the active note)	No
My Projects	All projects with member counts and status	No
My Workflows	Saved workflow graphs with node and edge details	No
My Presentations	Saved presentations with slide content	No
HR Reports	Employee, leave, expense and overtime data	Yes
Ecommerce Reports	Live Shopify products, orders and customers	Yes
Course Builder	Current course snapshot (lessons, sections, tests)	No
Shopify Integration	Live Shopify Admin data	No

The table lists the original screens. The assistant is now available on most module screens as well — Finance, Purchase, Sales, Manufacturing, Warehouse, Quality, Maintenance, Field Service, Fleet, HR, CRM, Marketing, Energy, Government, Insurance, Real Estate, Patent & R&D, Construction, Healthcare, Customs, Education and more. They all use the same panel and the same settings.

Customising the panel

What you can change	Where
The model the assistants use	Settings → AI Assistant → Model
Panel width, auto-open, typing indicator, suggestion chips	Settings → AI Assistant
Chat font size and accent colour	Settings → AI Assistant → Chat Appearance
How many past messages are sent as context	Settings → AI Assistant → Context & Memory

Every option is described in AI Assistant Settings.

Frequently Asked Questions

Which model answers my questions?

The assistants use the AI engine you chose in Settings → Agentic (see Agentic & AI Architecture). When that engine is Cloud LLM, you can also pick a specific model just for assistants in Settings → AI Assistant.

Why can some screens save reports and others cannot?

Only screens designed around markdown report generation — currently HR Reports and Ecommerce Reports — expose a Save as Report action in the panel’s bottom dock. Screens such as Kanban Board, My Tasks or My Notes use the assistant purely for conversational Q&A over your data and do not produce a report, so no save action appears for them.

How do I get a clean conversation without losing my previous chat?

Click New Chat in the panel header. It resets the active conversation’s context, but the previous conversation is not deleted — it is saved to the History list (clock icon), so you can reopen it later without it influencing your new questions.

Does the assistant see data from other screens?

No. Each panel works with the data of the screen it is embedded in — see the Supported Screens table above for what each one can read.