Using the AI assistant
Every page in ClearAsset has a chat button in the bottom-right corner. It can answer questions about your organisation's data, help you find things, and add or update records for you — reviewing every change before anything is saved.
Note
The assistant is included on every plan, Base and Professional. It replaces the old CSV import tool — bulk-adding assets is now something you ask for in chat instead of a separate import screen.
Asking questions
Click the chat button and just type. The assistant can look up anything in your organisation's data and answer in plain language — for example:
- "Which laptops are out of warranty?"
- "How many software licences are we over on?"
- "What's Sarah's work phone's serial number?"
- "How does the compliance score work?" (it can also answer questions about ClearAsset itself, not just your data)
Adding records in bulk
Instead of a dedicated import screen, paste or attach your data straight into the chat:
- Open the assistant and either paste rows of text (from a spreadsheet, an email, anywhere) or attach a
.csvor.txtfile using the paperclip icon. - Tell it what you're adding — e.g. "add these as devices" or "these are new software licences."
- The assistant reads the data and shows you a preview: how many records it found, of what type, and a scrollable list of what it's about to create.
- Check the preview, then click Import to create the records, or Cancel if something looks off.
Tip
Messy data is fine — inconsistent column names, extra notes, mixed formatting. The assistant does its best to work out what belongs where, and you always see the result before anything is saved.
Updating existing records
You can also ask the assistant to change something that's already in ClearAsset — for example, "update the Reception iMac to 32GB RAM" or "mark the Adobe Creative Cloud licence as renewed."
The assistant never saves a change on its own. It always shows you a before → after comparison for each field it wants to change, and nothing is written until you click Apply. Click Cancel instead and nothing happens.
Warning
Only Managers and Admins can approve changes through the assistant. Read-only users can still ask it questions, but it won't offer to update anything on their behalf.
Usage allowance
Each organisation has a monthly AI usage allowance, shared across everyone in the org. Click the small ring next to the chat button in the top bar to see how much you've used and when it resets — Professional includes a larger monthly allowance than Base. If you run out before the month resets, the assistant lets you know rather than failing silently.