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AI Asset Assistant

Ask questions about your asset inventory, use the open asset as context, research product specifications, and download answers as Excel or CSV files.

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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, between the notification bell and your avatar. 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.”
  • “How many devices were damaged this year?”
  • “Which assets have a warranty ending before June?”
  • “Break down our vehicles by location.”

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.

You can also filter by who holds an asset or where it is assigned. Give the person's full name as it is recorded, because a first name on its own is ambiguous and the assistant will ask which person you mean rather than guess. The assistant does not browse the People or Locations lists themselves; it finds assets and reports the people and locations attached to them.

The assistant can also filter on recorded lifecycle events, warranty end dates, acquisition dates, purchase price ranges and your own custom fields. It can count matching events, count the distinct assets those events affected, and attribute events to the person recorded as responsible. Ask for a breakdown and it groups the result by status, category, manufacturer, model, person, location, condition, disposition or storage.

It does not search to-dos, notes or attachments. Use the asset record or the relevant report when the answer depends on those.

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, configured useful life, custom fields and its recorded timeline. You do not have to repeat the asset tag, manufacturer or model in every follow-up.

Because the timeline is included, the assistant can answer from what was actually recorded against this asset:

  • “When was the timing belt last replaced?”
  • “What has this cost us in repairs?”
  • “Who serviced it last, and what did they do?”

It reads the most recent events on the record. For a long history, open the timeline itself when you need an event further back than the assistant reports.

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.