The base plan for every workspace
Free
$0per workspace
per month, USD
One person trying the workflow on a small queue.
- 1 team member
- 50 requests a month
- 25 AI analyses a month
Request management with AI that reads first
Requests arrive complete. Your team starts informed.
Assist Engine is the request workspace for teams that take in work. Adaptive portals and email bring requests in with the right details. AI reads each one as it arrives. Your team replies, decides — and keeps what it learned.
30-day Pro trial · No card required · Returns to Free unless you upgrade
#25 One request, followed through the product
Label printer not printing
Ava Morales · Pinecrest Supply Co.
Our shipping workstation SHIP-04 stopped printing labels about 20 minutes ago. We have 32 paid orders waiting and our last carrier pickup is in about 90 minutes. The printer is on and shows Ready, but Windows shows 8 jobs stuck in the queue. Other PCs can print normally. We have not restarted anything yet because we do not want to lose the labels already in the queue. Can someone look at this right away?
AI analysis Stored with the ticket on arrival
Summary
The shipping workstation SHIP-04 is unable to print labels, with 8 jobs stuck in the Windows print queue. Other PCs can still print normally, and the issue is affecting 32 paid orders with a carrier pickup in about 90 minutes.
Priority High · raised from MediumPrint Services · AI assigned 97%
Likely Root Cause
Requires more information. Likely causes include a stuck Windows print spooler, a corrupted print queue, a workstation-to-printer connection issue, or a driver problem on SHIP-04.
Needed details: printer model/name, whether the queue jobs show an error status, whether the printer is networked or USB-connected…
02Moments later the analysis is stored with the ticket: what matters, a priority and category, what is still unknown, and suggested next steps.
Illustration of a recorded demo run. Fictional people and companies; the analysis, reply and article text are what the product stored.
02 — One request, end to end
Everything the next person needs is already on the ticket.
The same demo request after the team worked it. Whoever opens it — the owner, a colleague covering, a manager — starts from the same facts.
The request, as it was asked
The requester’s own words, their client and contact, and any portal answers or files stay attached to the ticket.
Ownership in plain sight
Status, priority, owner and the service target sit at the top. The team sees who else has it open.
The analysis, next to the work
Summary, likely cause, what is missing and suggested steps — stored when the request arrived, ready to check against the facts.
Two kinds of conversation
Customer-visible replies and internal notes are separate. Notes never reach the portal or a forwarded copy.
The fix, written down once
Resolution notes can generate a knowledge-base draft, which a person reviews before anyone relies on it.
Harborline IT · Tickets · #25
Label printer not printing
OpenHighJEJordan EllisSLA on track Also viewing: Priya Nair
AMAva Morales · Pinecrest Supply Co. · via client portal
Our shipping workstation SHIP-04 stopped printing labels about 20 minutes ago. We have 32 paid orders waiting and our last carrier pickup is in about 90 minutes…
Jordan Ellis · Reply · visible in the portal
Thanks for reporting this — we’re treating SHIP-04 as urgent… I’ll call the shipping desk in five minutes so we don’t lose the queued labels.
Internal note · only visible to your team
Check whether last night’s label driver update reached SHIP-04 before clearing anything.How was this resolved?
SHIP-04’s print queue was paused after a label driver update. Restarted the Print Spooler service and resumed the queue; all 8 stuck labels printed and none were lost. Ava confirmed the remaining orders printed before the carrier pickup.
Save Notes Only Save & Generate KB Article
03 — One engine, configured for the work
Same engine. Your team’s words, forms and review rules.
A work profile is chosen when a workspace is set up. It changes what a request is called, how time is tracked, which starter form requesters see, what the analysis looks for, and whether AI output needs human review.
| Setting | IT & MSP | Marketing & creative |
|---|---|---|
| A request is called | Ticket | Creative Request |
| Who asks · on whose behalf | Customer · Client | Stakeholder · Organization |
| It is owned by | Technician | Owner |
| Time is tracked by | SLA targets | Requested due dates |
| The AI panel is titled | AI Copilot | AI Assistant |
| Analysis headings | Likely Root Cause · Solution Steps | Brief Context · Creative Next Steps |
| Finished work is | Resolved | Completed |
| Lessons are filed as | SOP in Knowledge Base | Creative Playbook in Knowledge |
| AI review | Suggested replies arrive as drafts for the team to send | Suggested replies arrive as drafts for the team to send |
| Starter request form | Technical Support — subject and description; the analysis works from the message itself | Creative Request
|
Any workspace can rename these terms and switch modules on or off under Fine-tune this workspace. The profile sets the starting point.
See marketing & creative in detail04 — Assistance with clear lines
What runs by itself, what suggests, and what waits for your yes.
Automations
Rules you set
One trigger, one action — assign, route, notify, confirm receipt. Every run is logged with its result.
Runs on its own, exactly as configured.
Analysis on arrival
A first read
Summary, priority and category suggestions, likely cause and next steps, plus a reply your team can start from.
Runs when a request arrives; suggested replies stay drafts.
Copilot
Help on request
Answers from records the person may read, with sources. Proposes changes — replies, notes, documents, portals.
Acts only after someone confirms.
Copilot, for example: bring the form you already use.
Upload a document and say who the portal is for. Copilot proposes the fields, layout and access. You review it, confirm it, and the portal exists — after the same permission checks as any other change.
Copilot is activated per workspace and follows each person’s permissions. It is not switched on automatically by a plan or the trial.
01 You ask
Private to you · grounded in permitted records
Build a purchase-request portal from this form. Standard client login only; no routing field.
Northline-purchasing-request-sample.pdf · 42 KB02 Copilot proposes
Awaiting reviewExpires in 24 hBuild customer portal
- Portal
- Northline Purchasing Requests
- Fields
- Need-by date · Priority · Vendor · Request reason · …
- Sign-in
- Standard client login only
- Layout
- Single page · up to 5 attachments
Reject proposalReview portal build03 You confirm
Build this portal?
Nothing is created until you confirm. Your permissions and the workspace’s current state are checked again before it runs.
Keep reviewingConfirm and build portal04 It exists
Northline Purchasing Requests
Complete the details below for your purchasing request.
Need-by date *10/15/2026VendorAster Office Supply
05 — The practical parts
What the team uses between the big moments.
A short index of everyday capabilities. Each line opens the part of the product tour that shows it.
Taking work in
- Branded request portalsYour logo, colour, welcome text and response-time guidance. Guided steps or one page of questions.
- Forms that adaptNine field types, required answers, and questions that appear only when an earlier choice needs them.
- Email channelsAn Assist Engine address, or your own mailbox forwarded in. Replies thread into the same ticket.Free 1 · Pro 5
- Requested datesAn optional needed-by date, busy-day warnings, and a shared request calendar for signed-in requesters.
- Who may submitAnonymous with a bot check, Microsoft or Google sign-in, sign-in required, or specific email domains.
Working it as a team
- A shared queueNine built-in views such as Triage, SLA at Risk and Waiting on Client, plus views you save yourself.
- Replies and internal notesEditable To, CC and BCC; drafts you save and resume; notes with screenshots that stay internal.
- Merge and forwardFold a duplicate into the original. Forward a reviewed copy of the customer-visible thread without notes.
- Approval requestsAsk anyone by email. They confirm with a six-digit code; the decision and note stay on the ticket.
- Ownership and service targetsOwners, waiting-on states, renamed statuses, and SLA timers or due dates depending on the work.Custom SLAs on Pro
Running the service
- AutomationsFourteen triggers, twenty-three actions and sixty-five templates. Every run is logged with its outcome.Custom rules on Pro
- KnowledgeArticles for every client or one client. Resolution notes can become a draft for someone to review.
- Reports and exportsGroup by client, owner, request type or intake source; chart it; save it; export PDF, CSV or Excel.Pro
- Satisfaction surveysA one-to-five rating with reasons, in five languages, sent after resolution or on request.Automatic sending on Pro
- CopilotAnswers with sources from permitted records; proposes changes that run only after confirmation.Activated per workspace
06 — Start
Start free, with thirty days of Pro.
Priced per workspace, not per seat. Every new workspace gets the Pro trial; it returns to Free unless you choose a plan.
Every new workspace starts here for 30 days
Pro
$49per workspace
per month, USD
A team of up to five handling requests together.
- 5 team members
- Unlimited requests
- 500 AI analyses a month
No capacity ceilings
Enterprise
$149per workspace
per month, USD
A larger team, many clients, no capacity ceilings.
- Unlimited team members
- Unlimited requests
- Unlimited AI analyses
- Day 1Create a workspace
It starts on the Free plan with a 30-day Pro trial. No card is requested.
- Days 1–30Work with Pro limits
Five members, unlimited requests, 500 AI analyses and Pro features apply to that workspace. Sending from your own email domain waits for a paid plan.
- Day 31Choose, or stay on Free
Upgrade from Billing, or the workspace reads as Free again. Nothing is deleted; new additions stop at the Free limits.
Questions buyers ask
Straight answers.
More detail on access, AI review and data questions is on the trust page.
Who is Assist Engine for?
Teams that take in requests from other people: IT and MSP service desks, marketing and creative teams, internal services, product development, and finance or procurement. A work profile sets each workspace’s vocabulary, tracking, starter form and AI guidance; a custom profile covers mixed teams.
How does starting free work?
Create a workspace and it begins on the Free plan with a 30-day Pro trial. No card is requested. When the trial ends, the workspace reads as Free again unless you upgrade; nothing is deleted, and new additions stop at the Free limits. Prices are per workspace, per month.
Does the AI reply to people on its own?
No. Suggested replies arrive as drafts, and a person decides what to send. Product, finance and custom profiles also require human review of AI output by default. Rule-based automations you configure — such as a receipt confirmation — run on their own, and each run is logged.
What does Copilot need?
Copilot is activated per workspace; it is not switched on by a plan or the trial. It only uses records the person asking is allowed to read. By default, admins can apply its proposed changes and technicians can ask questions and draft. Talk to us to activate it.
Can we keep using email?
Yes. Use an Assist Engine address, or forward your existing mailbox to the workspace after verifying it. Replies thread into the same ticket, next to anything that came through a portal.
Are the examples on this site real?
The films are recordings of the product in isolated demo workspaces with fictional people and companies; shortened waits are marked. Drawn product scenes are labeled as illustrations and use text the product stored in those runs. The sample request runs only in your browser.