Docs · Talk to your savings

Talk to your savings

The conversational assistant lets you ask natural-language questions about your workspace. It has read-only access to your accounts, scans, and recommendations — nothing else.

Where to find it

Open Assistant in the dashboard sidebar. Threads persist across sessions and are visible in the left sidebar of the chat.

What you can ask

Some examples:

• “How much can I save in total?”
• “Give me the top 5 recommendations by savings.”
• “Which accounts do I have connected?”
• “What did my latest scan find?”
• “Generate the Jira ticket for recommendation 3.”
• “Show me the details of the highest-savings recommendation in Acme Corp.”

The assistant answers using live workspace data — not cached snapshots. If a scan just finished, the assistant sees it immediately.

Availability

• Included with every workspace that has at least one connected cloud account (including the free tier).
• Rate limited at 50 queries per hour per user to protect the shared inference budget.

Data handling

• Queries are workspace-scoped: the assistant can only see accounts, scans, and recommendations that belong to the current user's workspace.
• Anthropic operates the underlying model with a zero data retention policy on API calls.
• Threads and messages are stored in CloudPruneAI's database so the sidebar can rehydrate history. You can delete any thread from the sidebar.

See Security & workspace isolation for the technical details.