The Binee Assistant is Binee's chat. It answers from your own connected tools, so you can ask about your work in plain words instead of opening each tool. It is the only chat surface: there is no separate full-page chat. Open it with the Assistant button in the header, on any screen. On a computer it opens as a panel beside the page, which you can resize by dragging its left edge (or with the keyboard) and close with its close button. On a narrow screen it opens over the page.
The first time you open the panel, a short tour (three steps, four when your chat is attached to an open item) points out the message box, New chat and the history button, and Memory; you can replay it from Settings, then Help and support.
Example: you are on the Inbox, looking at a late task for Acme. Ask "is there an email from Acme about this task?" and Binee checks your task tool and your email together, then answers with both, linking the email and the task.
What you can ask
Anything about the work in your connected tools: summaries, lookups, status checks, cross-tool questions about a person or client, and follow-ups on earlier answers.
Questions about the people and companies in your work. Binee keeps a business graph of how people and companies connect to items across your tools, so "what is going on with Acme?" can pull in their tasks, emails and meetings together.
What is waiting on you. Binee can read the same Inbox and All Work lists you see, including your own Resolved and priority choices, so "what should I do first today?" is answered from your real list. It reads only your own items, and only what those lists hold: an item's name, tool, priority, dates and link. When a question needs an email's text or a task's description, Binee reads the tool itself through your own connection.
Drafts. Ask Binee to draft a reply or a message and it writes the text for you, or saves it as an unsent draft in your Gmail or Outlook Drafts. Binee goes by what you want to happen to the text, in your own words: if you want it kept unsent ("draft a reply to Dana but do not send it"), it saves an unsent draft and nothing leaves; if you want it to go out ("reply to Dana saying Friday works"), it shows a send card. When it cannot tell, it shows the send card, and nothing leaves until you confirm it. A reply draft saved in Gmail stays in the same conversation, addressed to the people the reply would go to, with the original quoted below, so you open it from the thread in Gmail and send it yourself. Example: Dana's email asks to confirm Thursday and your task says the deck moved, so "draft a reply but do not send it" saves a threaded draft with the real date for you to review.
Sending email. Ask "reply to Dana saying Friday works" and Binee shows a card with the account the email leaves from, every recipient, the subject and the full text exactly as it will be sent, with your Gmail signature already added. Nothing is sent until you confirm the card, and each card works once and expires after an hour. It works the same in Slack, where an email can only be sent with the Send email button on its card, never by typing "confirm". An address with hidden or invisible characters in it is refused, and an address whose domain uses look-alike letters is shown in its real form with a warning on the card, so you can tell it from the address it imitates. Binee says "Sent" when the mail service accepted it; the Sent folder in Gmail or Outlook is the record, and Binee cannot see whether it was delivered or read. A send card is never covered by Always allow. Where sending is not switched on for your account yet, Binee says so plainly and writes the text for you to send yourself.
Filing email. Ask Binee to archive an email, mark it read or unread, star or label it, or move it to Trash or Spam (Deleted Items or Junk in Outlook). Each change shows a card first, and Binee tells you how to reverse it. Moving an email to Trash, Spam, Deleted Items or Junk is offered only where sending with Binee is switched on for your account; elsewhere Binee says so and you do it in the tool yourself.
Changes in your tools. Binee can create or edit tasks, add comments, change due dates, create calendar events and similar changes where the tool allows it. Every change is staged on a confirmation card first (see Confirmations below).
Adding a Home card. Describe the card in plain words and Binee shows a confirmation card first. Example: say "I want a card with emails that have the word invoice" and the card reads: Title Invoice emails, Shows Gmail, Search "invoice" in the subject, Status active only, Shown as a list, plus "This uses card 9 of 10 your plan includes" on Personal. The search looks only at the title of an item, which for an email is its subject, never the body of the email, so Binee always says "in the subject" or "in the title". You can name a Gmail label, a ClickUp list or tag, a Google or Outlook calendar, a Clio practice area or Clio Grow lead sources, matter types and locations, as well as priority, date and status, and choose a list, a number, bars, a donut chart or a calendar (this week by day, or with times when the card holds only calendars). Binee looks the names up in your own tools: a name that matches nothing is refused with the names you do have, and Binee asks which account when you have more than one. It refuses before showing any card when the tool is not connected or paused, your plan's card limit is reached, or your account is read only. Press Confirm and the card lands at the bottom of your Home, working like any card from the library; nothing changes in your tools. Binee adds cards only: changing a card's filters (a ClickUp assignee, task status or custom field, or Odoo filters) or removing a card is done on Home, in Configure card. Adding a card never uses Always allow.
Setting up a whole outcome. Ask "help me organize my weekly client calls" and Binee checks which of your connected tools could hold it, tells you what to connect if something is missing, describes the structure in plain words (the days, times and how long each item repeats), and, where creating calendar events is switched on for your account, creates it all behind one confirmation card once you agree. See Setting up a calendar or a list below.
Preferences. Tell Binee "remember that I want summaries as bullet points" and it saves the preference after you confirm (see the Memory page).
Questions about Binee itself: how a feature works, where a setting lives, how billing works. These support answers are free.
Ideas for a tool of your own: Binee does not build custom tools or apps, in chat or as a service. Ask it to do the job instead (for example "draft a proposal for Acme from our last call"), and send an idea for Binee itself from Settings, then Help and support, Suggest an idea.
General questions that need no workspace data, including web lookups.
Binee only reads a tool through your own connection. If you have not connected a tool yourself, Binee will say so and point you to Settings, then Connections. Slack is a special case: see the Slack page for what Binee can read there.
Working with an item
Selecting Work with Binee on Home, or in an item's pane, opens the Assistant with a starting question already written in the message box. Nothing is sent until you send it, and nothing is billed until then. When an item is open beside the Assistant, the panel shows it under Working with, and your question is asked about that item. The request is in plain words and never shows reference numbers, for example Work through "Acme launch deck" with me (for an email or a meeting it says this email or this meeting). On an email item, Draft with Binee writes a request for a reply draft into the message box; when you send it, Binee shows the draft text first, and nothing leaves your mailbox until you confirm a card. You can also write the reply yourself in the item's Reply area, which shows the same card. Example: you open Dana's email about the launch deck, choose Work with Binee, and ask "what did we promise Dana, and is the task on track?". Binee reads the email, the related task and your calendar together. You can also ask what is related to an item or what you have merged into it, and Binee answers from the same saved links the item's Related tab shows, saying which are only suggested; an item you merged into another is listed once, as the item you kept. When an item is open beside the Assistant, or you reply in the Slack thread of Binee's message about an item, Binee knows which item you mean. If nothing is related yet, Binee says whether it has searched your other connected tools and found nothing, or has not searched them yet. You can also ask about a person or company and see which items you confirmed as related to them. The Related tab shows the specific detail behind a suggestion, such as the shared email address. Example: ask "what is related to the Acme proposal task?" and Binee lists the email in which Dana asked for it and a pricing document that may be related, the same as the Related tab.
Plan my day, on Home, does the same with a request to help you plan your day from your connected tools and current work.
Setting up a calendar or a list
You can ask the Assistant to build a structure for an outcome instead of creating items one at a time.
Example: you have only your email connected and say "I want help organizing my weekly client calls". Binee sees it has no calendar to put them on, and tells you to connect one: for Google, press Reconnect on your Google account under Settings, then Connections, and leave the calendar boxes ticked on Google's sign-in screen. Binee never connects a tool for you, and until you have, it creates nothing. Once a calendar is connected, you tell Binee what the week looks like (the Acme check-in on Tuesdays 10 to 10:30 and the Northwind review on Thursdays 2 to 3, both until mid December, or "put the call times from Dana's email on it") and Binee answers with the plan in plain words. When you say yes, you get one card that lists the calendar and every event. Approve it once and Binee creates a Client calls calendar with the repeating events, and, if you asked for it, shows that calendar in your Inbox.
What to expect:
One card for the whole setup. It names the calendar, lists every event with its days, times and end date, shows the time zone Binee uses (your own, from your browser), and says that nobody is invited and no email is sent. Cancel it and nothing is created.
Calendars. Creating calendars and events works with Google Calendar today, and so does answering an invitation you received (accept, decline or maybe; the organizer is told, it waits on a card that names the meeting by its title and time, and it works on your own main calendar only). It needs the calendar permission on your Google connection, which is switched on together with email sending (see What Binee does not offer right now for how that is rolling out). If your Google account was connected before that, or you unticked the calendar boxes, Binee tells you to press Reconnect and leave them ticked, and creates nothing until then.
Tasks. With a task tool connected, Binee can create a list and add dated tasks to it the same way. The new list and its tasks are one batch on a single card, so you approve them once. If a list with exactly that name already exists in the same place, Binee uses it instead of creating a second one. If you have connected more than one task workspace or account, Binee asks which to use before it shows any card.
Your Inbox. Items with a date reach your Inbox as the date comes near. A calendar event with other people in it appears once it falls inside your Inbox window, which is today and tomorrow unless you widen it. Events with nobody else in them, like a child's practice, stay out of the Inbox unless solo events are switched on for that calendar: when you ask for a calendar to show in your Inbox, Binee includes them for that calendar only, and its reply says plainly what your settings do. Events Binee puts on your main calendar have nobody else in them, so they stay out of the Inbox unless you switched on solo events for your main calendar in Settings, then Connections; Binee tells you that instead of promising they will show, and offers a dedicated calendar shown in your Inbox as the way to get them there. Your Inbox follows up to 3 extra calendars besides your main one. If 3 are already followed, Binee tells you which and asks which to replace; it creates nothing until you choose, so you never end up with a calendar whose events would not show. You can also ask Binee at any time to show another of your own calendars in your Inbox, or to stop showing one. A Home card for upcoming meetings can keep what is coming up visible.
Existing calendars. You can name one of your own calendars to add events to; Binee checks that you own it and refuses anything else. Adding events to a calendar that already exists (including when Binee retries a setup and reuses the calendar it made) needs the calendar events permission on your Google connection, and the card and the result name the calendar.
If something fails halfway. Binee says exactly what was created and what was not, never just "done", and offers to try again. A retry adds only what is missing: it reuses the calendar and does not duplicate events that already exist. Task tools cannot recognize a repeated request, so Binee retries only the tasks that were not created.
Guests. A single event can have guests (up to 25 email addresses): the card lists every guest and says that Google Calendar emails an invitation to each of them, and you confirm it first. An event with no guests sends no email. Example: "put a 30 minute kickoff with dana@acme.io on Thursday at 10" shows the card with Dana listed before anything is sent. A whole setup (a calendar with many events) never invites anyone.
What Binee does not do here: it does not add or remove guests on events that already exist, move or change those events, or delete anything.
Chats and history
Every Assistant conversation is saved. Inside the panel, the history button lists your recent chats, and See all chats at the bottom lists the rest. Pick one to continue it. New chat starts a fresh conversation; the earlier one stays in your history. Home also has a Recent chats card that opens a conversation in the Assistant. If an earlier conversation cannot be loaded, the Assistant says so and offers Try again instead of showing an empty chat.
You can delete all your chats from Settings, then Privacy and data (this cannot be undone), and the Chat history setting there controls how long conversations are kept.
Starting points
A fresh conversation asks "What would you like to work on?" and shows one list of six suggestions under it, with a line saying they are examples and not results from your tools. The first three are starting points that work from your items: Plan my day, Work through an item with me and Draft a reply or update. The next three are questions that match the page you are on, for example "Which clients have an unanswered email and an overdue task?" on Home. Selecting any of them asks it right away; the answer is read from your connected tools only once you pick one. Many of the page questions come from the Examples of what to do with Binee page of this guide, and some pages, such as Settings and the plan checkout, offer questions of their own. On Home they lead with the examples for what you said Binee should help with during setup. This is the one set of suggestions: Home itself shows no separate strip of example questions. With an item open beside the Assistant, the starting points are about that item instead: Help me choose the next step, Summarize the evidence and Draft an update. You can always type your own question instead. Example: with a late Acme task open, Summarize the evidence reads the task's details and comments and tells you what is blocking it.
Watching a reply arrive
Replies stream in live instead of arriving all at once. While Binee works, the thinking line reports what is actually happening, in order: thinking, deciding how to answer, checking your connected tools (named as they are checked), and writing the answer. These statuses reflect real progress, so a heavy question that fans out across several tools simply spends longer in the checking step. If a reply fails mid-stream, the error is shown honestly in the conversation and sending the message again is safe.
Above each answer, one line says what Binee did, for example "Checked your task tool and your email · 3 steps" with those tools' logos. Click it to see each step in plain words. If a tool had a problem, the line turns amber and names it, the step underneath says what went wrong, and the answer works with what it has. Under each finished answer, Copy puts the answer's text on your clipboard.
Attachments
You can attach up to 3 files per message (images, PDFs, Word and PowerPoint documents, spreadsheets and text files) with the paperclip, by pasting an image, or by dragging files over the chat. Images can be up to about 5 MB each. Binee reads the full content on the message you attach it to; in later messages it keeps a compact summary of each file so long conversations stay fast. For example, a screenshot of a client's email you sent with "which task is this about?" still sits above that message when you reopen the chat next week.
Confirmations and Always allow
When Binee wants to change something in a connected tool, it shows a confirmation card: the tool's logo, what it will do as the headline, "Waiting for you", and the fields it will set, each with an arrow to its new value (for example Due date to Thu, Oct 1). Nothing is written until you press Make changes; Cancel leaves everything as it was and the card says "No changes were made". Once you confirm, the card says you confirmed it and Binee's next message says how it went, including if the tool refused the change. When one request stages several changes, each gets its own card and you approve or cancel each one separately. Changes you make from an item's pane use the same review-and-confirm step. These changes are source actions and do not use credits.
Changes Binee rates low or medium risk also offer Always allow, which lets that specific kind of change run without asking next time. High risk changes always ask, and so do saving or updating an email draft in Gmail, creating or moving an Outlook calendar event (which can notify other people), creating a calendar or its events on Google Calendar (a single event, a calendar, or a whole setup), changing which calendars feed your Inbox, and adding a Home card: those have no Always allow. Where a tool's Manage button in Settings, then Connections shows permissions, you can review and reset what is allowed there; the card says where right after you press Always allow.
Binee does not delete tasks or files in your tools, and an email only ever leaves from a confirmation card you approve. Binee never deletes a received email for good: moving one to Trash or Deleted Items (where it can be restored) always waits for your confirmation card. Deleting an unsent Gmail draft is permanent, because a draft has no Trash, so it always waits for a confirmation card too. Where sending with Binee is switched off, these actions are not offered.
Cost
Each Assistant message costs between 0.55 and 2 credits depending on how much work it takes: quick answers cost the least, and messages that fan out across several tools cost more. A message you attach files or images to always bills at the top of that range, because Binee reads the full content on that message; follow-up messages about the same file are priced normally. Questions about how Binee itself works are answered by the built-in supporter and cost nothing. Opening an item, background preparation, syncing and the source changes you confirm do not use credits. When your credits run out, the Assistant pauses with an honest message and your lists keep working; see the Credits and billing page.