Real Estate & Building
Using the Global Assistant
A separate, general-purpose assistant alongside your clients — for quick lookups that aren't tied to one client's brief.
1
Open the Global Assistant panel
It's the right-hand panel next to any open client, or accessible any time you're logged in — deliberately independent of whichever client you have open.
2
Ask a quick zoning or bushfire question
Ask something like "Is 14 Kalaroo Road, Terrigal bushfire prone?" for a fast, live answer on a property you haven't added to a client yet — handy before deciding whether it's even worth shortlisting.
3
Ask general questions
Weather, news, or a quick web lookup — it can't see any client's files, so their data stays completely separate.
4
Set a reminder
Ask it to remind you about something and choose whether it's tied to a specific client or general — either way it shows up in the bell icon at the top of the app.
Tip: reliable flood-risk data isn't available for every council area yet — if a flood question comes back with "no data found," that's an honest answer, not a broken lookup.