AI-Powered Assistance for Professional Service Firms

AI Help — Instant Answers, Right Where You Are

Get help without leaving your workflow

OpteraOS includes a built-in AI Help system available throughout the platform. Whether you're creating a project, approving time, or reviewing a report, AI Help understands what you're doing and where you are.

• Answer questions in natural language
• Search documentation semantically (not just keywords)
• Provide instant FAQ answers for common tasks
• Suggest relevant help topics based on your current page
• Stream responses in real time with cited sources

You spend less time searching — and more time getting work done.

Context-Aware Assistance

Help that understands "this" and "here"

AI Help isn't generic. It understands platform context — so questions like:

• •"How do I approve this?"
• •"Why can't I submit this timecard?"
• •"What does this status mean?"

...are answered in context, based on the page you're on and the data you're viewing. This dramatically reduces onboarding time and support overhead.

AI Usage Controls Built for Trust

Full visibility and governance

OpteraOS gives administrators complete control over AI usage.

Admin capabilities

• Enable or disable AI features per organization
• Set daily query limits (per user and per org)
• Set daily cost limits
• View detailed AI usage analytics
• Monitor response quality and satisfaction

AI works for your business — not the other way around.

AI-Powered BOE Import

Turn spreadsheets into structured estimates — in minutes

One of the most powerful AI features in OpteraOS is AI-assisted BOE import (Beta). Instead of manually rebuilding estimates, OpteraOS can analyze existing spreadsheets and convert them into structured BOEs.

What AI BOE Import does

• Upload Excel files or Google Sheets
• Analyze structure and extract tasks, line items, roles, hours, and rates
• Detect discounts and billing methodologies
• Assign confidence scores to extracted data
• Let users review and edit everything before import
• Create a complete BOE ready for planning and delivery

AI accelerates setup — while humans remain in control.

Designed for Accuracy — Not Automation Risk

AI assists. Humans decide.

OpteraOS AI features are intentionally assistive, not autonomous.

• No silent changes
• No auto-execution of financial actions
• No AI-generated records without review

This keeps trust high and risk low — especially in financial and delivery-critical workflows.

AI Reporting — Coming Soon

We're actively building AI-assisted reporting capabilities that allow users to describe reports in natural language. The backend foundation is in place, but the user experience is not yet ready for launch.

Planned capabilities

• Describe reports in natural language
• Automatically match or generate safe queries
• Visualize results in tables and charts
• Save and reuse custom reports

These features will be introduced once they meet the same reliability and usability standards as the rest of the platform.

Bring Your Own AI Key (BYOK) — Coming Soon

Organizations will soon be able to connect their own AI API keys to OpteraOS.

Planned BYOK capabilities

• Securely store organization-owned AI keys
• Route AI requests through your own key
• Configure usage and spend limits
• Maintain full auditability and control

Until then, OpteraOS provides built-in AI usage limits and cost controls to ensure predictable operation.