To open the chat for Handy (Handoff's AI assistant), select Ask Handy. On desktop it is at the top of the left sidebar, and in the mobile app it is the bar at the bottom of the screen.
Available on all plans. Flex includes 50 AI credits a month, and Pro and Scale are unlimited. Works on desktop and in the mobile app.
Open the chat
On desktop, select Ask Handy at the top of the left sidebar. In the mobile app, select the Ask Handy bar at the bottom of the screen.
Type your request in the message box, or select the microphone to dictate it.
Send the message.
Handy replies in the chat and shows cards for what it created or changed. It answers in the language you write in.
If you open the chat from an estimate, a project, or a document, Handy uses that screen as context. Open it from the home screen and it works across your whole account.
What you can ask for
The empty chat shows shortcuts such as Estimate, Takeoff, Schedule, and AI documents, each with example prompts. Daily brief and Insights need a Pro or Scale plan.
Handy can create and edit estimates, answer questions about them, and create or update projects, clients, proposals, invoices, and documents. It can also summarize your notifications. In the Inbox, select Summarize last 24 hours.
For wording tips, see How to write a good prompt for Handy.
Attach files, photos, and voice
In the message box, open the attachment menu to add files. The options include Upload files, Project files, and Takeoff mode. Walkthrough note appears in the mobile app only. Room scan appears on iPhone and iPad when it is available for you.
Select the microphone to dictate a message. Live Mode is a separate voice conversation with its own Start conversation button. You can pick a tone and English or Spanish. See How AI credits work for how Live Mode counts.
Messages can be up to 25,000 characters.
Find, start, and delete chats
Handy keeps your conversations in a list.
In the chat top bar, select Chat history to see your chats grouped by Today, Yesterday, Last 7 days, and Older.
Use Search to find a chat, then select it to continue the conversation.
Select New chat to start a fresh conversation.
To remove a chat, select Delete chat.
Chats without a title show as "Untitled thread".
Who can see chats depends on the role. In Settings > Roles, the AI chat access setting chooses between Only their own chats and All company chats.
Restore an earlier version of an estimate
Each change Handy makes to an estimate creates a version card in the chat. Open the card and select Use this version to go back to it. The button is hidden on read-only estimates.
What Handy can't do
Handy doesn't press buttons, fill in forms, or move around the app for you. It works on your data directly, then shows the result as a card you can open.
It also can't do anything your role lacks permission for. If your role can't edit estimates, Handy says so instead of making the change.
If the chat loses connection
The chat shows "Reconnecting to the chat..." while it is offline. A back-online message appears when the connection returns. Keep the screen open until then.