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SlabOS workflow article · 32Documentation review · September 15, 2026

Ask the AI assistant about your shop

Use a question to reach the records and totals behind the answer.

SlabOS describes a built-in assistant that answers questions from the shop’s own records, including jobs, quotes, invoices, accounts and leads. The practical benefit is a direct route from an owner’s question to a scoped business answer without first constructing a spreadsheet.

A useful answer needs the same definitions as a report. Quoted, won, invoiced and collected amounts measure different stages. Date range, location, migrated-record treatment and missing costs can materially change a result. The assistant’s output should therefore be checked against a reproducible source-record query before it supports an important operational conclusion.

Inputs, outputs and an example to evaluate

Inputs: Quote, job, sales and billing records within a stated reporting period.

Outputs: Work queues, sales views and company metrics with drill-down context.

Show one reported total and the sample records that reconcile to it, including the time period.

Scope to understand

The product page limits the assistant to the shop’s SlabOS data and says it has no internet access. Generated answers are not a substitute for reconciled books.

Public capability guides and product sources

Published by SlabOS. Documentation review: September 15, 2026. Basis: Public product and operating documentation. This article is a workflow explanation, not a newly performed product test.

Current product capabilities

The built-in analyst answers questions about the shop’s invoice balances, job status, sales pipeline and materials from its own records. The same public page describes reviewed vendor PDF, CSV and Excel imports for colors, thicknesses and prices. Read the AI CFO page →

SlabOS CRM uses quote context on pipeline cards, configurable sales stages and follow-up work. Its public page connects Gmail or Outlook, call history, aging quotes and direct-mail campaigns to the same customer relationships. Read the Pipeline & CRM page →

Explore the capability in context

Continue into the related public explanations for inputs, outputs and scope.

Connected product pages and tools

The SlabOS knowledge library

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Explore the capability guides, workflow articles, product reports and connected resources behind SlabOS.