Editing with Chat
Chat can do almost anything you can do by clicking — a huge time-saver when you're manipulating lots of items or generating large outputs.
For example, chat can:
- Create, rename, combine, or split scopes of work, and generate items within them.
- Create, resolve, or re-rank risks and RFIs.
- Pull counts from a schedule into a quantity, or filter the map to a subset you describe.
- Find duplicates of a symbol, or locate every instance of an item across a drawing.
Good to know — Anything that changes your data shows an approval card first. You accept, edit, or deny it before it happens — chat never silently changes your project. Bulk actions are grouped into a single card so you can approve them at once.
Good to know — Some jobs (like generating or regenerating a scope) take a little time. When they do, progress shows up on the item being worked on, not stuck in the chat — so you can keep working elsewhere while it runs. You can't run two jobs on the same item at once, but you can start a job elsewhere.
Workflow example — You realize the drawings include an access-control system that never got its own scope. Instead of building it by hand, you tell chat: Create a Security Access scope of work from the drawings and specs, and make sure it doesn't overlap Electrical. Chat drafts the scope with sourced items, shows you an approval card, and you accept — then refine the few items you want to change.