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Agents & AI

AI Assistant

The AI Assistant lets you ask about your organization in plain language and get back real, interactive results, not just text. Open it from the magic-wand in the header (on desktop, press Ctrl/⌘ + K; on mobile, tap the wand icon). Both take you to the AI page.

Bring your own key. The assistant runs on your own Anthropic API key, so inference is billed to your Anthropic account, not your Seedling plan. Your key is stored encrypted and never shown again.

Set it up

  1. Get an API key at console.anthropic.com → API Keys.
  2. In Seedling, open Settings → Advanced → AI Assistant.
  3. Paste your key (starts with sk-ant-) and click Save key.

What it can do

Ask a question and the assistant pulls real data and renders it as Seedling components:

  • Tables: "show my overdue invoices", "list my customers", "team members" → a sortable table (click a column header to sort) with a View link to each record.
  • Stat cards: "how much am I owed?", "invoice totals by status" → KPI cards.
  • Quick actions: rows can offer contextual actions (e.g. mark a task complete) right there in the results.

It reads across tasks, projects, customers, invoices, expenses, and your calendar.

Making changes

The assistant can also do things right from the chat: create and update tasks, projects, customers, and calendar events. Two safeguards always apply:

  • Your permissions carry over. The assistant can only do what you are allowed to do in this organization. If you can't create tasks, neither can it.
  • Deletes ask first. Destructive actions appear as a button that opens a confirmation pop-up before anything happens.
Gated by SafeNode. Every change runs through SafeNode. It may complete, be held for approval in your review queue, or be blocked by policy (you'll get a trace id). By default, deletes are blocked until you allow them in your SafeNode policy. Invoices and expenses are read-only in the assistant. Create or update those in the Invoices section.

Privacy & cost

  • Only data your account can already see is used to answer.
  • Usage is billed to your Anthropic account; set spend limits in the Anthropic console.
  • Remove the key anytime from Settings → Advanced → AI Assistant to switch the assistant off.