Ask Craneye (the AI assistant)

What it’s for — Ask Craneye is an assistant that answers questions about your workspace — jobs, fleet, crew, contacts, invoices, quotes, certificates, maintenance, parts — by searching your live records and linking straight to them. It saves you hunting through menus.

When you’d use it — any time you’d otherwise go clicking to find something: “which invoices are overdue?”, “any certificates about to lapse?”, “find crane CR-001”.

Opening it

Click Ask Craneye in the top bar (it’s available from any page). A panel opens on the right.

⤢

Grounded in your records and read-only. Type a question, or tap a suggested prompt to start.

How to use it

1. Type a question in plain English — or tap one of the suggested prompts (List my active jobs · Which invoices are overdue? · Find crane CR-001 · Any certificates about to lapse?).

2. Read the answer. Where it refers to a record, it gives you a link — click through to the job, invoice, machine, etc.

3. Ask a follow-up; it keeps the thread.

It only knows your data

Answers come from your own live workspace records — not the public internet — so they’re specific and current. If there’s nothing to find, it tells you plainly rather than guessing.

Read-only & role-aware

Ask Craneye reads your data to answer; it doesn’t change anything. And it respects your role — it won’t surface figures or records your role isn’t allowed to see (for example, money is hidden from roles without commercial access).

Ask from the docs

The same assistant is also available on this documentation site — look for the floating Ask Craneye button. There, it answers from the documentation itself and links you to the relevant page, rather than searching your workspace.

It can't see your workspace here

On the docs site, Ask Craneye has no access to your workspace data — it only knows the documentation. For questions about your own jobs, fleet, invoices or any other record, use Ask Craneye inside the app.

Common questions

• Can it create or edit records? No — it’s read-only. It finds and explains; you make changes yourself via the links it gives.
• Will it show me money I’m not allowed to see? No — it applies the same role permissions as the rest of the app.
• What’s the difference between Ask Craneye in the app and on this docs site? In the app it searches your live workspace records. On the docs site it only knows this documentation — for your own records, ask it inside the app.

Related

Finding your way around The rest of the interface.

Roles & who sees what Why answers are role-aware.