AI Chat | Handoff Help Center

Computer walkthrough:

Phone Walkthrough:

Handoff's new AI chat feature offers a more interactive and intelligent way to create estimates. Here's how to use it:

1. Accessing the AI chat:

• Look for the "Type or talk to start estimating" bar at the bottom of your Estimates Dashboard.

2. Starting your estimate:

• Type your project description directly into the chat bar.

• Click the pre-made templates for common projects.

3. Interacting with the AI:

• The AI will ask clarifying questions to gather more details about your project.

• Respond to these questions to help the AI create a more accurate estimate.

4. Refining your estimate:

• The AI will explain its assumptions and provide an initial estimate.

• You can further refine details like appliance brands or flooring materials.

5. Using voice commands:

• Click the microphone icon to speak your project description or responses.

6. Reviewing estimate history:

• Scroll through the left-hand panel to view your conversation history with the AI.

• Click on previous versions to review or revert to earlier estimates.

7. Additional features:

• Ask the AI for ny questions about your estimate, such as summaries of labor hours or material quantities.

Recap of Key Features:

• Conversation History: You can see every message between you and the AI. It's as easy as reading texts on your phone.

• Version History: Undo any mistakes by jumping back to any estimate version.

• Start with Templates: You can start a new estimate by choosing from common projects. We'll prefill the project description.

• Follow-up Questions: Our AI will ask for project details to ensure it's providing an accurate estimate.

• Voice to Text: Tap the microphone button to speak your instructions from any device.