> ## Documentation Index > Fetch the complete documentation index at: https://meganharrisonconsulting.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # AI Capabilities Index > Every AI feature in Alleato OS — what it does, where to find it, and what to ask. Ask Alleato is an AI system built into the platform that has live access to your project data — financials, contracts, meetings, emails, Teams messages, schedule, and accounting. This page maps every AI capability in one place so you can see what's available and where to find it. *** ## Where to Access the AI | Entry Point | How to Open | Best For | | ------------------------- | ---------------------------------------------------- | -------------------------------------------------------------- | | **Full-screen assistant** | Click **Ask Alleato** in the main sidebar | Deep conversations, financial analysis, portfolio reviews | | **Floating pill** | Press `⌘I` (Mac) or `Ctrl+I` (Windows) from anywhere | Quick questions without leaving your current page | | **Inline sidebar** | Click the brain icon in the top-right header | Following up on what you're looking at without switching views | Past conversations are saved in the left panel of the full-screen assistant. The assistant picks up where you left off. *** ## Feature Index by Job-to-Be-Done ### Get caught up on a project | Feature | Where It Lives | What It Does | | ------------------------ | ---------------------------- | ---------------------------------------------------------------------------------------------------------------------------- | | **Project Briefing** | AI assistant (ask naturally) | Searches meetings, emails, Teams, financials, and schedule simultaneously and returns a synthesized status update | | **Project Intelligence** | Sidebar → Intelligence | Pre-compiled snapshot: KPIs, insight cards (risks, decisions, blockers, exposures), freshness status, and evidence citations | | **Portfolio Briefing** | AI assistant | Cross-project view — which projects need your attention, ranked by urgency | | **Daily Catch-Up** | AI assistant | "What do I need to know this morning?" surfaces overnight emails, Teams activity, and daily flags | → See [Get a Project Briefing from the AI](/help/articles/ai-project-updates) and [Project Intelligence](/help/articles/project-intelligence) *** ### Understand your finances | Feature | Where It Lives | What It Does | | ---------------------------- | -------------- | --------------------------------------------------------------------------------------------- | | **CFO Advisor** | AI assistant | Analyzes margin, cash position, change order exposure, AP/AR, and billing | | **Budget & Margin Analysis** | AI assistant | Traces margin erosion to specific line items, change orders, or cost overruns | | **Cash Flow Forecast** | AI assistant | Combines project receivables with live Acumatica bank data for a 60-day cash view | | **Change Order Exposure** | AI assistant | Tracks the full lifecycle (Change Event → CO to Owner → Commitment Adjustment) and flags gaps | | **Acumatica ERP Access** | AI assistant | Live AP/AR aging, vendor spend history, project budgets, purchase orders, and bills | | **Forecast Comparison** | AI assistant | Budget vs. actual vs. forecast side-by-side with variance explanation | → See [Ask the AI About Finances](/help/articles/ai-financial-advisor) *** ### Track meetings and decisions | Feature | Where It Lives | What It Does | | ----------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------- | | **Meeting Intelligence** | AI assistant | Searches all transcripts by project, topic, date, or keyword — no project selection required | | **Action Item Tracking** | AI assistant | Surfaces open action items from meetings, filtered by assignee or date | | **Decision Search** | AI assistant | "What did we decide about X?" searches across all meeting transcripts | | **Meeting Prep Brief** | AI assistant | Pre-meeting briefing: recent decisions, open action items, financial exposure, and schedule risks | | **Fireflies Transcript Processing** | Sidebar → Meetings | Transcripts are auto-ingested, decisions/tasks/risks extracted, and linked to the project | → See [Ask the AI About Meetings](/help/articles/ai-meeting-intelligence) and [Meetings](/help/articles/meetings) *** ### Monitor risks and exposures | Feature | Where It Lives | What It Does | | ------------------------------- | ---------------------- | ----------------------------------------------------------------------------------------- | | **Proactive Alerts** | Sidebar → Intelligence | Daily flags for budget variance (>10%), overdue RFIs, late tasks, and stale change events | | **Risk Insight Cards** | Sidebar → Intelligence | AI-identified risks from meetings, emails, and project records with source citations | | **CRO Advisor** | AI assistant | Risk-focused analysis: overdue RFIs, submittal flags, budget variance, schedule slippage | | **Financial Exposure Tracking** | Sidebar → Intelligence | Insight cards for potential cost impacts from RFIs, change events, and commitments | → See [Proactive AI Alerts](/help/articles/ai-proactive-alerts) and [Project Intelligence](/help/articles/project-intelligence) *** ### Find information across all projects | Feature | Where It Lives | What It Does | | -------------------------- | -------------- | ------------------------------------------------------------------------------------------------------ | | **Semantic Search** | AI assistant | Ask in plain English — searches meetings, emails, Teams, documents, and project records simultaneously | | **Email Search** | AI assistant | "Find everything about the steel delivery" searches indexed Outlook emails | | **Teams Message Search** | AI assistant | Searches compiled Teams channels and DMs for decisions, threads, and context | | **Document Search** | AI assistant | Searches indexed PDFs, specs, and OneDrive files by topic | | **Knowledge Base** | AI assistant | Company-specific facts, lessons learned, and standard practices saved across sessions | | **Cross-Project Patterns** | AI assistant | "Is there a pattern of procurement delays across our jobs?" finds recurring issues | → See [Outlook Integration](/help/articles/outlook-integration) and [AI Memory](/help/articles/ai-memory) *** ### Take action from chat | Feature | Where It Lives | What It Does | | -------------------------- | -------------- | -------------------------------------------------------------------------------- | | **Create RFI** | AI assistant | Draft and submit an RFI from a description — shows a preview before writing | | **Create Change Event** | AI assistant | Log a potential change with cost and schedule impact — requires confirmation | | **Create Change Order** | AI assistant | Generate a prime CO from chat — requires confirmation | | **Create Task** | AI assistant | Add a schedule task with assignee and due date — no confirmation required | | **Create Commitment** | AI assistant | Start a subcontract or PO from a description — requires confirmation | | **Update RFI Status** | AI assistant | Mark an RFI as closed or reassign ball-in-court | | **Log Daily Report** | AI assistant | Create a daily log entry from a brief description | | **Save to Knowledge Base** | AI assistant | "Remember that our standard retainage is 10%" — saves a fact for future sessions | All financial write actions show a **preview card** before executing. Reply **confirm** to proceed or **cancel** to abort. → See [What the AI Can Do (Actions)](/help/articles/ai-assistant-actions) *** ### Stay connected to your team | Feature | Where It Lives | What It Does | | ----------------------- | ----------------------- | ----------------------------------------------------------------------------------- | | **Outlook Email Sync** | Settings → Integrations | Syncs incoming M365 emails to projects with attachment indexing | | **Teams Integration** | Settings → Integrations | Syncs Teams channel posts and DMs; compiles conversations into project intelligence | | **Teams Chat Compiler** | Background (automatic) | Converts raw Teams messages into tasks, risks, decisions, and project insights | | **Project Email Inbox** | Sidebar → Emails | All project-matched emails in one view, searchable | → See [Outlook Integration](/help/articles/outlook-integration) and [Teams Integration](/help/articles/teams-integration) *** ### Manage your tasks and work | Feature | Where It Lives | What It Does | | ------------------- | ---------------------- | ---------------------------------------------------------------------------------- | | **My Work** | Main sidebar → My Work | Personalized task list aggregated from all projects you're assigned to | | **Task Extraction** | Background (automatic) | Action items from meetings and emails are auto-extracted and linked to projects | | **COO Advisor** | AI assistant | Field operations: schedule status, daily log summaries, open punch items, staffing | | **CHRO Advisor** | AI assistant | Team capacity, over-allocation, directory, role assignments | → See [My Work](/help/articles/my-work) and [Schedule](/help/articles/schedule) *** ## The C-Suite Advisors Every question goes through the **Chief Strategist**, which routes to the right specialist. For cross-domain questions, the Strategist consults multiple advisors and synthesizes the answer. | Advisor | Domain | Sample Questions | | --------------------------- | ---------------------------------- | ----------------------------------------------------------- | | **CFO** | Finances, margin, cash, ERP | "What's our cash position?" / "Where are we losing margin?" | | **COO** | Field ops, schedule, daily logs | "What tasks are running late on Vermillion Rise?" | | **CRO** | Risk, exposure, overdue items | "What are our top risks across all projects?" | | **CHRO** | Team, staffing, capacity | "Who is over-allocated next month?" | | **VP Business Development** | Pipeline, market intel, web search | "Research tilt-up warehouse costs in our market." | The VP BD advisor can search the web in real time — the others work from your project data. *** ## What the AI Can See | Data Source | Examples | | -------------------------- | ---------------------------------------------------------------------------- | | **Project financials** | Budgets, commitments, change orders, direct costs, invoices, prime contracts | | **Project records** | RFIs, submittals, daily logs, punch lists, schedule tasks, drawings | | **Meetings** | Fireflies transcripts, extracted decisions, action items, risks | | **Emails** | Indexed Outlook emails, matched to projects | | **Teams messages** | Compiled channel posts and DMs | | **Accounting (Acumatica)** | AP/AR aging, cash position, vendor spend, bills, POs | | **Documents** | PDFs, Word docs, specs, and OneDrive files (indexed content) | | **Company knowledge** | Saved lessons, standard practices, and preferences from the knowledge base | | **Your memory** | Preferences and context saved across your past conversations | *** ## What the AI Cannot Do * **Approve, sign, or pay** on your behalf — all financial writes require your confirmation * **Access records outside your permissions** — the AI is scoped to projects you can edit * **See unsynced data** — emails and Teams messages only appear after the integration syncs (every 30 minutes) * **Guarantee accuracy on high-stakes decisions** — always verify financial and schedule data against source records before acting * **Access competitor systems** — it only reads the platforms connected to your account *** ## 20 Questions to Try Right Now Copy any of these into the assistant to see it in action. **Project status** 1. "What's the latest on \[your project]?" 2. "Which projects need my attention today?" 3. "Catch me up on everything from this week." 4. "What happened while I was out last week?" **Finances** 5\. "What's the current margin on \[your project]?" 6\. "Which projects are over budget right now?" 7\. "Show me AP aging from Acumatica." 8\. "What's our cash position for the next 60 days?" 9\. "Which change events don't have a corresponding change order?" **Meetings and decisions** 10\. "What action items are still open from last week's meetings?" 11\. "What did we decide about \[topic]?" 12\. "Help me prepare for the OAC meeting on \[your project]." 13\. "Find everything we know about \[vendor or issue]." **Risks** 14\. "What are the top risks across all my projects?" 15\. "Which RFIs are overdue?" 16\. "Are there any schedule tasks running late?" **Actions** 17\. "Create an RFI for \[issue]. Ball in court is \[name]. Due in 5 days." 18\. "Log a risk on \[project] — \[description]." 19\. "Create a task for \[name] to \[do something] by \[date]." 20\. "Remember that \[fact you want saved]." *** ## All AI Articles | Article | Description | | ------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- | | [AI Assistant Overview](/help/articles/ai-assistant-overview) | How Ask Alleato works, the C-Suite architecture, conversation history | | [What the AI Can Do (Actions)](/help/articles/ai-assistant-actions) | Write actions, confirmation flow, safety rules | | [Get a Project Briefing](/help/articles/ai-project-updates) | How to ask for project and portfolio updates | | [Project Intelligence](/help/articles/project-intelligence) | Pre-compiled insight cards, KPIs, freshness, evidence citations | | [Ask the AI About Finances](/help/articles/ai-financial-advisor) | CFO advisor, budget, margin, cash flow, Acumatica | | [Ask the AI About Meetings](/help/articles/ai-meeting-intelligence) | Transcript search, decisions, action items, meeting prep | | [Proactive AI Alerts](/help/articles/ai-proactive-alerts) | Daily flags for budget variance, overdue RFIs, late tasks | | [AI Memory](/help/articles/ai-memory) | What the AI remembers, how to manage it, privacy | | [Outlook Integration](/help/articles/outlook-integration) | Email sync, attachment indexing, project matching | | [Teams Integration](/help/articles/teams-integration) | Teams channel and DM sync, compiler | | [Use Help Center and Ask Alleato Together](/help/articles/use-help-center-and-ai-assistant) | Combining written guides with AI follow-up |