Chat Help - Constructable

Use this guide for continuing AI conversations, page-aware assistance, file attachments, saved Chats, import Skills, and connecting Claude or ChatGPT to Constructable.

Chat respects your organization, project, and record permissions. Treat generated output as assistance: open source records and verify important amounts, dates, statuses, approvals, and contract language.

Learn how permission-aware answers and source review support Trusted AI and Search.

Start here

Ask and follow up: Start a Chat.
Ask beside the current page: Use the desktop agent panel.
Work from a file: Attach files and manage responses.
Enter a proposal or invoice: Run a Chat Skill.
Return to prior work: Find a past Chat.
Use Claude or ChatGPT: Connect an outside assistant.
Chat failed or is missing: Troubleshoot Chat.

Ask and continue

Start a Chat

Open Chat.
Enter a request in Ask Constructable..., or select a suggested prompt on larger web layouts.
Submit and review the streamed response.
Ask follow-up questions in the same Chat.
Select New Chat when the subject changes.

Suggested prompts do not promise access to every feature or record. A Dashboard question can start a Chat-style session; select Continue in chat after the response to continue in Chat.

Use the desktop agent panel

Desktop: The agent panel keeps a Chat conversation open beside the current project page.

Open the project page you are reviewing.
Select the bot icon labelled Open agent panel.
Name the record and the outcome you want.
Use All Chats to switch conversations or start another.
Select Close agent panel when finished.

The panel and full Chat page use the same personal conversations. Messages from the panel include the page title and address, not the record contents. Describe the record explicitly and verify linked sources.

Attach files and manage responses

Use the attachment control, drag files onto the prompt in web layouts, or use the device picker.
Wait for uploads to finish.
Ask a specific question about the files.
Submit and verify cited evidence in the originals.

Chat can also inspect an attachment already stored on a record you can access when you identify the record and file clearly. Upload success does not guarantee that Chat can interpret the file; PDFs and images are the safest formats.

Select the stop control to end a streaming response. Stopping may leave an incomplete answer; send another message to continue.

Find a past Chat

Open Chat.
On desktop, use the left Chat list.
Review generated titles, starting-project badges, and updated times.
Change or clear the project filter when the Chat began elsewhere.

Chats are personal, ordered by recent activity, and associated with their starting project context. The inbox excludes archived Chats and Chats owned by other users. Mobile and narrow layouts show the same conversations without the persistent side-by-side list.

Run import Skills

Run a Chat Skill

Select Skills, choose the workflow, attach its source PDF, and ask Chat to run it. The skill badge remains active in that Chat until you clear it.

Skills carry their own permissions and prerequisites. Chat asks when a project or record match is ambiguous; it should not guess. Always open and verify the resulting record.

Import a bid

Desktop: The Chat Skills menu offers Import bid and Import invoice workflows.

Confirm the Bid Package, subcontractor company, and bid record already exist.
Select Skills → Import bid.
Attach the subcontractor proposal PDF and request the import.
Answer matching questions.
Open the existing bid and verify total, scope amounts, notes, attachments, and Received status against the PDF.

The skill updates an existing bid; it does not create its package, company, or bid. See How to manage bids.

Import a subcontractor invoice

Confirm the Commitment, Schedule of Values, and valid Billing Period exist and you have financial write access.
Select Skills → Import invoice.
Attach the subcontractor invoice PDF and request the import.
Answer project, subcontractor, Commitment, Billing Period, or SOV matching questions.
Open the created Draft invoice.
Verify invoice number, date, Billing Period, SOV lines, amounts, retention, and source PDF.

The skill creates a Draft; it does not approve or submit the invoice. For other import methods, see Import a subcontractor invoice.

Connect an outside assistant

Constructable's MCP server is https://agents.constructable.ai/mcp.

For Claude:

Open Customize → Connectors.
Select + → Add Custom Connector.
Name it Constructable and enter the server URL.
Select Add.
Sign in on Connect MCP client, then select Confirm.

For ChatGPT, install Constructable from the app directory, select Connect, then sign in and select Confirm.

The connection runs as your account and cannot widen access. Keep read-only tools always allowed if desired, but leave write tools requiring approval. Conversations remain in the outside assistant, not Constructable. MCP permissions are separate; administrators, managers, and employees receive access by default. Contact support@constructable.ai if authorization cannot complete.

Access and platforms

Create, update, and delete AI chats controls Chat and the agent panel.
Project and record permissions still control every answer and attachment.
Chat has web and native layouts. Prompt suggestions are omitted on native and small mobile layouts.
The side panel is desktop web only.
Attachments are available in Chat; use Continue in chat from Dashboard for the full attachment interface.
Import bid additionally needs bid-management access. Import invoice needs financial write access and matching financial records.

Troubleshoot Chat

Chat is missing

Ask an administrator to verify Create, update, and delete AI chats and your project access.

A response stops or fails

Retry or start a new Chat. Shorten the request, remove a problematic attachment, or divide broad work into focused questions.

Chat did not use an attachment

Identify the file and evidence you need. Re-export unsupported or unreadable content as PDF or image, then verify the response against the original.

A past Chat is missing

Clear the project filter. Archived Chats and another user's Chats do not appear in your inbox.

A Skill cannot match a record

Confirm its required records exist, you have access, and the source file clearly identifies them. Answer matching questions rather than forcing an uncertain import.

An outside assistant sees no organizations

Ask an administrator to verify the MCP permission for your role. Connecting the assistant does not grant organization or project access.