A useful project AI assistant helps you find and understand work you are already allowed to access. It should preserve permissions, point to relevant sources and make it easy to continue the conversation without treating an AI summary as a final business decision.
Start with the question you would otherwise chase
An assistant is useful when the question is specific enough to connect to real work. “What needs attention in this project?” or “Find the task about the client presentation” is more actionable than asking it to run the entire business.
Besty uses relevant permitted workspace context for eligible users. Your own active paid base plan or three-day trial provides access within usage limits; being an invited collaborator alone does not grant the assistant entitlement. Check the current pricing and account plan rather than assuming every member has the same AI access.
Treat permissions as a boundary, not a prompt suggestion
The assistant should not expose a private item because a user asks convincingly. Record access, workspace membership and financial permissions remain part of the data boundary. A summary is only useful when it respects the same information rights as the ordinary interface.
Before using an assistant in a shared workspace, check who has project access and who has financial grants. Keep customer content out of public website enquiries. Website questions can use public product information; workspace answers need the logged-in user’s permitted context.
Read the source before making an important decision
An answer can shorten the route to a task, but its source record still matters. Check the original status, due date, quantity and discussion before promising a deadline or approving a bill. A recently changed record may be more current than an earlier answer in the conversation.
Source links should let you inspect the relevant work while retaining the chat. In besteam, source navigation and returning to a saved conversation support that review routine. If the answer is unclear, ask a narrower follow-up and specify the project or client.
- Ask a focused question about the work you need.
- Open the cited item and check its current details.
- Use a follow-up to resolve ambiguity before acting.
Use saved conversations as a working reference
Eligible logged-in users can keep Besty conversations, search their history and delete a conversation when it is no longer needed. This helps with recurring questions, but a previous response should not be mistaken for an unchanged source of truth.
The floating assistant lets you ask in context while working elsewhere. Minimise it when you need the page space, then return to the discussion. Keep the relevant project or page clear in the question so the assistant has a useful starting point.
Give the assistant a sensible job
Use AI to locate records, summarise permitted context and help organise your understanding. Use people and current records for approvals, client commitments and financial decisions. This makes the assistant part of the workflow without making it a substitute for responsibility.
Avoid uploading sensitive information you are not authorised to share. Read the privacy policy to understand enabled providers and processing. If an answer seems wrong, check the record and raise a clear product-support question rather than circulating the summary as confirmed fact.
- Review important answers against their sources.
- Keep private customer information in authorised workflows.
- Use the privacy and plan pages to understand processing and eligibility.
Common questions
Can Besty make private work visible to someone else?
It should only answer from work the logged-in user is permitted to access. Project and record permissions still apply.
Does every invited collaborator get Besty?
No. Besty requires the user’s own active paid base plan or three-day trial, within usage limits.