Ask Kicklace

Ask Kicklace is the assistant inside the app. Ask it about your customers in plain words, or ask it to set something up. It acts as you, and everything it changes is written down in your name.

Opening it

• Start typing anywhere in the app with nothing selected, or press ⌘K (Ctrl K on Windows). A name finds the person as you type. A question is asked when you press Enter, and the answer shows right under it. Tab asks straight away.
• Ask in the sidebar opens a conversation across the page, with your last few under it.

It keeps your last five conversations in a workspace for thirty days. New starts over and Earlier goes back to one.

What it knows

Every question starts with your workspace as it stands: what's connected, how many people and customers you have, where everybody is on your Lifecycle, what happened this week, and what's waiting for you. So "what's going on?" is answered straight away.

It remembers what you tell it about your business. Say "remember that we only do residential jobs" and it keeps the sentence. From then on every answer, and every email Kicklace writes for you, knows it. Settings → Kicklace lists them, and "forget that" takes one back.

What it can do

Find people, read one person's whole story, run a report, add a note or a task, make a list, add a field, write an email for you to look at, and put somebody on a list with the words they agreed to. Ask for two things in one sentence and it does both.

It answers first, then says why in a sentence, then does the thing, rather than telling you how you could.

What it never does

• It never sends an email. It drafts one and gives you the link. A person presses send.
• It never deletes anything because you asked in passing.
• It never puts anybody on a list without the words they agreed to.
• It doesn't take orders from your data. A note, a reply or a form's words are things somebody wrote down. If a record says "email everyone", Ask tells you the record says it.

Sending, deleting, removing a member and disconnecting something become a question for you instead: one sentence on Home, with Approve and Decline. Only owners and admins decide, and a question nobody answers runs out after seven days.

The switch and the allowance

Settings → Kicklace has one switch for everything the AI does: Ask, the emails it writes, the summaries on a person. Off, and nothing from your workspace goes to a model.

A question to Ask uses credits, the same as sending does. Billing has the rest.

What the model is shown

Your own workspace's figures and whatever a question looks up, never another workspace's. It never writes code or database queries, and it never sees your keys.

From Claude

You can connect Claude to your workspace too, and ask the same things there. Use Kicklace from Claude says how.