The AI Assistant is your helper across Productive. Ask it questions, have it find information, or get it to take care of work in your projects, tasks, and deals.

You can also make it your own. Give it an avatar, tell it how you like to work, and set up triggers so it takes care of things on its own, on a schedule or when something happens in Productive.

You can open your assistant’s settings in two ways:

To change your assistant's avatar:

The avatar appears in the chat header and in the assistant picker.

Instructions tell your assistant how you like to work: how to address you, the tone to use, or how to format responses. You can write up to 10,000 characters.

👉 For a more detailed look at writing instructions and how they work, see AI Assistant: Custom Instructions.

📌 Click Check with AI to have the AI Assistant review your instructions, even before you save. It flags anything it can't do with its tools, connectors, and permissions, and suggests a corrected version.

Triggers let your assistant run on its own, on a schedule, or when something happens in Productive, such as a task being created or assigned to you. Each trigger runs as you, with your permissions.

Your triggers are private. Only you can see them, and they don't appear in Settings > Automations.

📌 Anything your assistant writes, such as a comment or a task, is visible to everyone who can see that item, even if it used information they can't access.

👉 For setup and the full list of differences, see Setting Up Triggers for Your AI Assistant (Beta).

Agents can run on triggers too, but they work differently: