Working with the assistant

Threads

You talk to the assistant in threads — conversations opened from the sidebar. Each thread keeps its own history, so you can keep a long-running "pipeline questions" thread going while a separate one handles a portal redesign. Say what you want in plain language; the assistant explains what it's about to do, does it, and shows you the result.

What it can do

Setup tasks are assistant conversations

The Setup tasks page is the assistant put to work on onboarding. Each task opens a focused conversation where the assistant knows exactly what that task should accomplish, asks a couple of questions at a time, and acts as it goes. Setup tasks lists every conversation.

The assistant vs. the AI coordinator

DeedSpring has two AIs. The assistant in this article builds and changes the product with you. The AI Transaction Coordinator works your closings — it reads contracts, watches deadlines, reads the mail on each file and drafts the replies. You reach it from the AI Coordinator page, the Ask AI button on any closing, and its own thread on each file. Ask the assistant to change how the app works; ask the coordinator about a file. See Meet your AI coordinator.

Threads vs. the Inbox

Both look like chat; they serve different people:

• Threads are between you and an AI — the assistant, or the coordinator — and are private to your team.
• Inbox conversations are between your team and real people: clients writing from their portal, and the email and texts with clients, lenders, title, and inspectors on each closing. Drafts the coordinator has written wait there for you to send.