Wizard AI is the assistant built into Wizard Application. Ask it in plain English to find a customer, add a lead, raise an invoice, plan a project or write a document, and it does the work in your workspace. It knows how the app works too, so you can ask it how to do anything.
Open Wizard AI
When you sign in you land on Wizard AI. From anywhere else in the app, select the sparkles in the top bar to open a quick chat that knows which page you are on; open it in the full page whenever you want more room.
Prefer to start on your dashboard? Change your Start page in your preferences.
Ask it to do things
Just say what you need. For example:
- Add a lead for Sam Patel at Northgate Joinery, met at the trade show.
- Create an invoice for Copperleaf for 3 hours of consulting.
- Set up a project for the spring launch with tasks for design, copy and testing, and assign the design to me.
- What are my open help desk tickets?
- Book a call with Jane next Tuesday at 2pm.
- How do I set up time off?
When you ask it to create something, Wizard AI opens the form already filled in for you to check and save. An administrator can change this in the Wizard AI settings under When creating records to Create it directly. Before it changes or completes something that already exists, it tells you what it is about to do and asks you to confirm. It links to the records it finds, so you can open them straight from the chat.
Make things
Ask for an image, a logo, a document or a pitch deck and it opens as a draft beside the conversation. Ask for changes, select Regenerate for another version, or Accept to save it to your workspace. Images can be opened in Creative Studio for more editing, and on Professional and Enterprise a logo can become your workspace logo.
Keep your conversations tidy
Every conversation is saved in the sidebar. Start a New chat for each new job, search old ones, and put related conversations into groups. Conversations with no activity for 90 days are removed.
AI credits
Wizard AI uses AI credits. Most actions use 1 credit, and images and logos use 2. Every plan includes credits each month: 10 on Starter, 500 on Standard and 5,000 on Professional. The meter in the Wizard AI sidebar shows what you have left. If you need more, buy a credit pack; packs never expire and are used once your monthly credits run out.
Using your own AI account? On Enterprise you can connect your own AI provider in Settings instead of using AI credits.
For more, see Wizard AI.