Agent tasks

Once your agent is connected, the useful move is to just ask it things, in the same chat you already use for Claude or ChatGPT. Here is what is actually worth asking for.

Ask whether something is allowed for

If you are not sure whether a tender's scope covers something — a fire-rated door, an allowance for site fencing, whatever it is — ask directly. The agent checks the drawings, the scope already entered, and the quote you have picked before it answers, rather than guessing from general construction knowledge. That grounding is the difference between an answer and a guess.

Draft scope from the drawings

Point the agent at a tender and ask it to draft the scope of works for a trade, or for the whole job. It works from the actual indexed drawings, so what it proposes is tied to what is drawn, not a generic template. You still read every line before you rely on it — the agent drafts, you decide.

Search across your tenders

Ask something like "have we ever priced a job with a green roof" or "which of our tenders specify a particular product." The agent can search across your whole company's tenders — not just the one you are currently looking at — for lines, notes, quotes and documents that match.

Look up a subcontractor's history

Ask what a particular sub has quoted you before, on this job or others. This is useful when you are chasing a number and want a sense of what's realistic before the quote comes in, or when you are deciding who to invite to quote.

Measure on the drawings

Ask the agent to measure an area or a length on a scaled sheet — a floor area, a wall run, that kind of thing. It works from the drawing itself, at the scale set for that sheet.

Trace an AI-drafted line back to its source

Any ledger row the agent drafted carries a trail back to where it came from. Right-click the row and choose Fly to source — it takes you straight to the part of the drawing the line was drafted from, so you can check it against the source before you rely on it. See Ledger for the rest of the row actions.

The general pattern

Treat the agent as someone who has actually opened the tender, not someone who knows about construction in the abstract. The more specific and tender-grounded the question, the better it answers. Vague, general questions get vague, general answers — the value here is that it can go and check.