Skip to main content

Introducing Ai Chat Quickly Find Info In Proposals And Projects

Why This Matters

This feature helps you work more efficiently in SubcontractorHub, saving time and reducing manual effort so you can focus on growing your business.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1: SubcontractorHub’s newest enhancement brings an AI‑powered chat assistant d

Step 2: Designed to streamline access to critical data, this feature lets sales rep

Step 3: Ask questions such as which financing products are included, what the syste

Step 4: The assistant reads directly from your proposal data and returns precise, c

Step 5: You can inquire about the current project status, project stages, contract

Step 6: The assistant uses the current context (i.e., the project you are viewing)

Step 7: Get Started TodayThe AI chat feature is now live for all users - no setup o

Step 8: Open any proposal or project, click the “Ask AI” chat icon, and begin askin

Step 9: Empower your team to access the information they need quickly and efficient

Step 10: June 17th 2025 ReleasesAugust 15 Releases

Pro Tips

  • 💡 Explore related features to get the most out of SubcontractorHub.

  • 💡 Check the release notes for updates that might enhance this feature.

  • 💡 Reach out to support if you have questions — they're here to help.

Troubleshooting

Problem

Solution

Page won't load

Clear your browser cache and try again in Chrome or Edge

Settings not saving

Make sure you have Admin access and click Save after each change

Feature not visible

Check with your account manager to confirm your plan includes this feature

Change Log

Date

Change

2026-05-19

Article rewritten for clarity and contractor-friendly tone


Split Analysis: This article covers a single focused topic and does not require splitting into sub-articles.

Did this answer your question?