AI & Intelligence

Learn how to use Site Service Pro's AI-powered features including AI Chat, AI Reports, and intelligent data analysis.

6 articles
AI & Intelligence
Web Search (Brave AI) - Complete Guide

Learn how to configure and use web search powered by Brave Search in AI Chat. Search the internet for current prices, regulations, business information, and more directly from your AI assistant.

4 views Feb 22, 2026
AI & Intelligence
Admin Documents - Complete Guide

Learn how to manage sensitive project documents with AI-powered extraction of key dates, amounts, and contract terms. Understand document versioning, search, and integration with AI Reports.

7 views Jan 6, 2026
AI & Intelligence
Meeting Transcriptions - Complete Guide

Learn how to capture, manage, and analyze meeting transcriptions with AI-powered extraction of action items, decisions, follow-ups, and risks. Integrate meeting data with AI Reports for comprehensive project analysis.

7 views Jan 6, 2026
AI & Intelligence
AI Reports - Complete Guide

Learn how to generate AI-powered project reports. Understand Normal, Deep, and Expert Panel processing modes, choose the right personas, review and revise reports, and export professional analyses.

6 views Jan 6, 2026
AI & Intelligence
AI Chat - Complete Guide

Learn how to use AI Chat to query project data, get insights, and interact with your data using natural language. Covers all 26 data query categories, web search, agentic mode, and tips for effective queries.

1 views Jan 6, 2026
AI & Intelligence
AI Setup and Configuration

Complete guide to setting up AI features in Site Service Pro. Configure Commercial AI providers (OpenAI, Anthropic, Google, Azure, and more), Private AI, Custom/Self-Hosted AI, web search, agentic mode, and optimize settings for your organization.

3 views Jan 6, 2026