The Business assistant, Deal assistant and Deal package assistant have been replaced by AI agents that sit at the top of each page and can do more of the work for you. Nothing you set up before is lost.
Where to find them now
On a business: Ask AI at the top of the business page briefs you on the client and offers Review business, Find funding, Share access and Create a funding project.
On a deal: Ask AI at the top of the deal page offers Check fit, Spot inconsistencies, Complete application and Check submission readiness.
On a deal package: open Edit on the deal package profile and click Ask AI to build it from a website or documents, improve the description, or find gaps.
Across everything: the AI workspace, opened from the left menu or with Cmd + I.
See the deal agent in action
Related
Ask AI. What you can ask, and how to get the best answers.
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