AI Asset Assistant

The AI Asset Assistant answers plain-language questions using the asset records you are allowed to see. It can count and find assets, summarize their current status and assignments, use the asset record open on your screen, research public product information and turn results into a file.

The assistant is included with the Growth and Professional plans. If your organization has access, the sparkles button appears in the top-right navigation bar, immediately before the New button. Press it to open the assistant over the page you are using. See the plans for the current monthly allowances.

Ask about your inventory#

Ask the assistant the way you would ask a colleague. For example:

• “How many laptops do we have?”
• “Which skid steers are available, and where are they?”
• “How many Dell Latitude 5540s have we retired?”
• “List our deployed printers with their asset tags and assigned people.”

The assistant can search by asset tag, manufacturer, model, model number and asset category. It can filter assets by available, deployed or decommissioned status, and distinguish decommissioned dispositions such as retired, sold, lost, recycled and stolen.

For each matching asset, it can report the category, current status or disposition, assigned person and assigned location. Counts are calculated from all the assets you are authorized to see, even when the answer only needs to show a short list of examples.

Assignment details are part of an asset result, but the assistant does not search the People or Locations lists themselves. Start with the kind of asset, manufacturer, model, category or tag you need, then ask for the people and locations attached to those results.

The assistant currently searches the asset inventory, not the complete timeline. It cannot total repair or maintenance events, inspect warranty dates, or search to-dos, notes, attachments and custom fields. Use the asset record or the relevant report when the answer depends on those details.

Ask about the asset on your screen#

When the assistant is opened from an asset details page, it understands that “this,” “this asset,” “this machine,” “it” and “its” mean the asset you are viewing. You can ask questions such as:

• “Who has this, and where is it assigned?”
• “When did we acquire it and what did it cost?”
• “What condition is it in?”
• “How old is it compared with this category's useful life?”

This context comes from the current asset's details, including its identity, category, status, condition, assignments, acquisition, manufacture date and configured useful life. You do not have to repeat the asset tag, manufacturer or model in every follow-up.

Conversations are kept separately for each page. If you move from one asset to another while the assistant is open, the new page starts its own conversation so “this asset” cannot accidentally refer to the previous record. Return to the earlier page during the same session and its conversation is restored.

Research specifications and compatibility#

The assistant can look beyond your inventory for public product facts. This is useful for questions such as “What toner does this printer use?” or “Is this accessory compatible with this model?”

It first identifies the manufacturer, model and model number from your authorized asset records, then searches public sources for the product information your inventory does not contain. The answer favors official manufacturer product pages, manuals and compatibility documents. When web research is used, the supporting links appear under Sources in the reply; open them to review the original information.

Only public manufacturer and model information is used in a web search. Asset tags, serial numbers, people, locations, assignments, custom fields and other private inventory details are never included in the search query.

Compatibility information can change or be ambiguous, so confirm an important purchase against the linked manufacturer source before ordering.

Download an Excel or CSV file#

After the assistant finds the records you need, ask it to create or export a file. For example:

Export those laptops with asset tag, model, status, location and assigned person.

The default format is an Excel .xlsx workbook. Include “CSV” in the request when you need a .csv file instead. The finished file appears as an attachment in the assistant's reply; press its filename to download it. Describe the records and columns you need before requesting the export so the file contains the right result set.

Permissions, answers and monthly usage#

The assistant follows the same organization and asset-category permissions as the rest of AssetCenter. A user restricted to particular asset categories receives answers and counts from those categories only. The assistant does not reveal assets from another organization or from categories the user cannot access.

AI-generated answers can still misunderstand an unclear request. Name the asset type, model, status or disposition precisely, ask a follow-up when something looks incomplete, and check important decisions against the underlying AssetCenter record or a linked source.

Each question submitted to the assistant uses one chat from the organization's shared monthly allowance. Open Settings, then Plan & Billing, to see chats used, the total included with the plan, chats remaining and the reset date. The allowance resets each calendar month. When it has been used, AssetCenter keeps the question in the box and shows when the next allowance begins.