Introducing AI Chat: Quickly Find Info in Proposals and Projects

SubcontractorHub’s newest enhancement brings an AI‑powered chat assistant directly into your workspace. Designed to streamline access to critical data, this feature lets sales reps and project managers retrieve proposal and project information with a single, natural‑language prompt - no more digging through multiple screens or documents.

Proposals

When you open any proposal, simply activate the AI chat panel to retrieve important data fields from your proposal record. Ask questions such as which financing products are included, what the system size is, or which inverter model is selected. The assistant reads directly from your proposal data and returns precise, concise answers in seconds.

Projects

On the project details page, the AI chat assistant provides up‑to‑date details about your project’s progress. You can inquire about the current project status, project stages, contract signing date, or the project’s financial details. The assistant uses the current context (i.e., the project you are viewing) to deliver relevant and accurate responses.

Get Started Today

The AI chat feature is now live for all users - no setup or configuration required. Open any proposal or project, click the “Ask AI” chat icon, and begin asking questions. Empower your team to access the information they need quickly and efficiently, all within SubcontractorHub.