HUBAL has two AI assistants: the chat (the Assistant panel where you type) and the voice chat (you talk to the assistant in the web or mobile app). The tables below show what you can ask them. In the Chat and Voice columns, ✓ means "can do it" and — means "cannot". The Who column tells you whether a request needs extra permissions.
A few rules that apply to all the tables:
Changes wait for your approval. New tasks, task changes, clients, projects and financial entries are first shown by the chat as an approval card — nothing is saved until you approve it. Instead of a card, the voice chat repeats the details aloud and asks you to confirm. Where the assistant saves right away (e.g. a note), the notes column says so.
An email never goes out on its own — only after you click "Send" or clearly say "send" in the voice chat.
The assistant sees what you see. It does not show confidential projects you have no access to. For people without financial access the chat does not reveal amounts.
Where you ask matters. The chat adapts its skills to the place where you open it. If the notes column says nothing else, the request works in the chat on the Dashboard (the same applies in Finance and in the mobile app). In Mail the chat focuses on correspondence, and on a project Canvas — on documents and drawings. When a request also or only works there, the notes column says so.
Who can use it. The chat is available to people with edit rights in the organization; an administrator can turn off assistant conversations for someone. Conversations use AI credits from your plan. The voice chat is available on the HUBAL PRO plan, after confirming your email address, within the monthly voice limit.
Projects and tasks
What you can ask
Chat
Voice
Who can
Note
"What are my tasks this week?", "What tasks does Anna have?"
✓
✓
everyone
Tasks from all projects at once.
"What am I behind on?"
✓
✓
everyone
"Add a task Quote in the Alpha project for Anna, due Friday"
✓
✓
everyone
The chat shows an approval card; the voice chat repeats the details and asks you to confirm. A multi-day task is one task with a from–to date. Also in Mail.
"Move the Quote task to Friday", "Let Assembly start after Delivery"
✓
✓
everyone
After you approve the card. Also changes the name, description, priority, effort and the steps of a multi-step task.
"Assign the Assembly task to Anna"
✓
✓
everyone
After you approve the card (by voice: after your "yes"). Only people from your organization.
"Tick off the task Send the offer"
✓
✓
everyone
After you approve the card. A completed task can also be reopened.
"Delete the task Old notes"
✓
✓
everyone
After you approve the card. Deletion cannot be undone; a task linked to payments needs an extra confirmation.
"What's going on in the Alpha project? What's ahead?"
✓
✓
everyone
Project history, agreements and upcoming deadlines. Also in Mail and on the Canvas.
"How far along is the Beta project?"
✓
✓
everyone
Tasks, completion and the project team. Also in Mail.
"Which projects have overdue tasks?"
✓
✓
everyone
The number of overdue tasks in each active project and the oldest overdue date.
"Find the project about the new website"
✓
✓
everyone
Also in Mail and on the Canvas.
"Create a project New branch opening"
✓
✓
everyone
The chat shows an approval card; the voice chat repeats the name and asks you to confirm. The Free plan limits the number of projects.
"Which clients do we have?", "What's new with client ABC?"
✓
✓
everyone
Without the client's financial data.
"Add the client Kowalski Accounting Office", "Send the VAT return for ABC by the 20th"
✓
✓
everyone
Approval card. A client matter goes to the client's "ongoing service". The Free plan limits the number of editable contractors.
"The New branch opening project is for ABC"
✓
✓
everyone
Chat links the client right away (not in the getting-started conversation); the voice chat repeats the project and client and asks you to confirm.
"Make a schedule for building a detached house"
✓
—
everyone
The assistant asks for details and shows a draft of stages and tasks; it goes into the project only after you approve it.
Calendar and deadlines
What you can ask
Chat
Voice
Who can
Note
"What deadlines are coming up this week?", "What did we promise our clients?"
✓
✓
everyone
Deadlines and commitments picked up from correspondence: yours first, the team's separately. What others promised you — on request.
"Remind me on Friday at 9:00 to review the contract"
✓
✓
everyone
A notification at the given time. Saved right away.
"For tomorrow: call the client" (as a task in the schedule)
✓
✓
everyone
Creates a task in the project, as in the Projects and tasks table. Also in Mail.
"Plan my day", "Undo my day plan"
✓
—
everyone
The assistant builds a plan from your tasks, deadlines and calendar and shows it for approval.
Mail
What you can ask
Chat
Voice
Who can
Note
"Write an email to John Smith asking for the contract"
✓
✓
HUBAL PRO plan, connected mailbox
The chat shows a card with Send and Reject buttons. the voice chat reads the text aloud and asks "Shall I send it?". The email leaves from your mailbox with the HUBAL assistant footer. Also in Mail.
"What's the email address of ABC?", "Who is Jan Kowalski?"
✓
✓
everyone
Searches contacts from your correspondence and the company memory; the chat also searches the contractor register. Also in Mail and on the Canvas.
"Find emails from Smith from this month"
✓
✓
everyone
Also in Mail.
"Summarize this thread", "Show the whole correspondence in this thread"
✓
✓
everyone
With the thread open. Also in Mail.
"What did we agree by email about the quote for ABC?"
✓
✓
everyone
Searches by meaning, not just by words. Also in Mail.
Finance
What you can ask
Chat
Voice
Who can
Note
"Show overdue invoices", "How much do we still owe company X?"
✓
✓
with finance access
Invoices from suppliers and issued by you: amounts, due dates, overdue balances.
"Add a cost of 350 PLN for printouts to the Beta project", "The client will pay 10,000 PLN by the end of the month"
✓
✓
with finance access
Approval card. A planned cost or a planned payment in the project's Financial Center. Also in Mail.
"Import a bank statement"
✓
—
with finance access
Opens a card for adding the file. AI reads the statement, you check the preview and approve the settlements. Also in Mail and on the Canvas.
"Is project X profitable?", "Summarize revenue and costs for the quarter"
✓
✓
with finance access
the voice chat will say that financial reports are available only in the chat.
Team
What you can ask
Chat
Voice
Who can
Note
"Who is on our team?"
✓
✓
everyone
Also in Mail.
"Who should take this task?"
✓
✓
everyone
Suggests people based on skills, workload and leave, with reasons. The choice stays with you. Also in Mail.
"Who has the most tasks?"
✓
✓
everyone
The number of open tasks per person, including overdue ones.
"What did Anna finish this week?"
✓
✓
everyone
A person's completed tasks across all projects.
"Kasia and Marek are also on the team — add them"
✓
✓
administrator
Adds people without a HUBAL account so that tasks can be assigned to them. Does not send invitations.
Files and documents
What you can ask
Chat
Voice
Who can
Note
"Prepare a letter to the office about changing the conditions", "Write an offer for the client"
✓
✓
everyone
Creates a Word document with a PDF preview. the voice chat hands it over to work in the background, and the finished document appears in the chat. Also on the Canvas.
"In the contract, change the delivery date to 30 September"
✓
✓
everyone
For Word files. Creates a new version of the file; the original stays. the voice chat hands it over to work in the background. Also on the Canvas.
"Search the documents for contractual penalty clauses"
✓
✓
everyone
Searches documents from canvases and sketchbooks. Also in Mail and on the Canvas.
"What does the warranty chapter in this PDF say?"
✓
—
everyone
Also on the Canvas.
With an attached file: "What's in this contract?", "Transcribe this handwritten note"
✓
—
everyone
Up to 5 files at once, up to 12 MB in total: photos, PDF, Word, Excel, CSV and text files. Without an instruction the assistant only assesses the file and suggests what can be done with it.
"How do we prepare quotes?", "Read the order intake procedure"
✓
✓
everyone
Searches the Procedures hub, respecting folder access. Also in Mail and on the Canvas.
"Write this down as a procedure for the team"
✓
✓
everyone
Saves right away in the Procedures hub. Without a folder, the whole organization can see the procedure. Also in Mail and on the Canvas.
"Add a Preparation stage with three tasks to the canvas"
✓
✓
everyone
The chat applies changes right away. the voice chat hands bigger changes over to work in the background. Chat: on the Canvas.
"Describe what is on this drawing", "Find windows with a width other than 150 cm and mark them"
✓
—
everyone
Needs a CAD drawing (DXF or DWG) on the canvas. Marks are drawn on the drawing. Chat: on the Canvas.
"Draw a block diagram of the installation"
✓
—
everyone
The diagram is created as a new drawing. Chat: on the Canvas.
"Measure the room areas", "Calculate the building footprint"
✓
—
trial testers
Automatic measurement of drawings is still being tested. Chat: on the Canvas.
Notes
What you can ask
Chat
Voice
Who can
Note
"Note: agree the handover date with the client"
✓
✓
everyone
Saved right away as your private note.
"Save this transcript to my private space on the Drive"
✓
—
everyone
A Word file lands in the file manager: Drive → Private drive (only you can see it). From handwritten notes it recreates tables and underlining. A plain note is a separate thing — the Notes widget.
"What do I have in my notes about the Alpha project?"
✓
✓
everyone
Your notes and the ones shared with you.
"Share this note with Anna"
✓
✓
note author
Shares right away with a person from your organization. You can also do it in the Notes widget.
"Write in the Alpha project journal: the client changed the scope"
✓
✓
everyone
The entry goes straight to the Project journal.
Reports
What you can ask
Chat
Voice
Who can
Note
"How many hours did we work this month?"
✓
✓
everyone
In the chat, the breakdown of hours per person is shown to an administrator or someone with the reports permission.
Financial reports: revenue, costs, profitability
✓
✓
with finance access
See the Finance table.
Other
What you can ask
Chat
Voice
Who can
Note
"Who is Peter Brown?", "What do we know about ABC?"
✓
✓
everyone
The company memory, built from correspondence and work in HUBAL. Also in Mail and on the Canvas.
"Check the current rules on remote work", "Read this page and summarize it"
✓
✓
everyone
Internet search; the answer lists its sources. Also in Mail and on the Canvas.
"When an invoice from ABC arrives, assign it to the Alpha project", "What rules do I have?"
✓
✓
everyone
A new rule appears as a card — you save it with a button. Deleting a rule also needs an approved card. The daily limit of new rules depends on your plan. Also in Mail.
"Eve's correct email is eve@company.com", "Mr Smith works at ABC, not XYZ"
✓
✓
everyone
Corrects the company memory right away. Only an administrator can delete an entry from the memory. Also in Mail.
"How do I create a new project?", "Where do I set automation rules?"
✓
✓
everyone
Answers based on this user manual. Also in Mail and on the Canvas.
"What can you do?"
✓
✓
everyone
The chat shows examples matching the place and your permissions. Also in Mail and on the Canvas.
Getting-started conversation: setting up the dashboard, team, company profile and first schedule
✓
—
owner or administrator
The assistant leads it on first launch. The team, company profile and tasks are saved only after you approve a card.
What the assistants cannot do
The voice chat can't do this — do it in the chat: "Import a bank statement"; "What does the warranty chapter in this PDF say?"; With an attached file: "What's in this contract?", "Transcribe this handwritten note"; "Describe what is on this drawing", "Find windows with a width other than 150 cm and mark them"; "Draw a block diagram of the installation"; "Measure the room areas", "Calculate the building footprint"; "Save this transcript to my private space on the Drive"; "Plan my day", "Undo my day plan"; "Make a schedule for building a detached house".
The place matters — whatever the chat can't do in a given place (e.g. in Mail), it says so and tells you where to do it.
Neither assistant has a separate meeting calendar — deadlines are saved as tasks in the schedule or as reminders.
The assistant does not see confidential projects you have no access to, or emails marked as Incognito.
In a conversation with an attached file the chat does not use the internet — this protects against instructions hidden in the file's content.
Automatic measurement of CAD drawings is still being tested and works only for selected testers. The assistant will read and describe a drawing for everyone.
