Docs Features
Tidy agent
The AI agent built into Tidy. Ask about your pipeline and drawings, and have it measure, price, draft and update, with your approval.
The Tidy agent is a chat assistant that works inside your company's data. It answers questions about your pipeline, reads the drawings and specs on a bid and cites the page it used, and does real work: takeoff, budgets, proposals, RFIs, tasks, records, clients and vendors. When it wants to change something, it asks first with an approval card, unless you have chosen to allow that action.
Open it
Switch the top of the sidebar from Co-work to Agent, then click New session. You can also click Open in Agent on a bid or in the file viewer, or Agent in a workspace's top bar to chat beside the drawing.
Chat basics
- Type in the box and press Enter to send (Shift + Enter for a new line). The microphone button dictates.
- Click + to Attach files or Pin an opportunity. A pinned bid shows a "Working in" chip, and the agent starts with that bid's details and files.
- Attach up to 10 files per message, up to 250 MB each: PDF, Word, Excel, PowerPoint, CSV, images, emails (
.eml,.msg) and text. Paste a screenshot straight in. The agent reads images with a vision model. - When the agent needs a fact only you have, it shows a short questionnaire.
- Answers about documents end with page citations. Click one to open the drawing at that page.
- File names and bid links in answers open in a viewer docked beside the chat.
Approval cards
When the agent wants to make a change, the chat pauses on a card with three buttons:
| Button | What it does |
|---|---|
| Decline | The agent does not do it |
| Allow once | Do it this time |
| Always allow this action | Do it now and stop asking for this action |
Cards for bigger changes show exactly what will change before you approve. See Agent permissions.
What it can do
| Area | Examples |
|---|---|
| Pipeline | "What is due this week?", update assignee, due date or status, add comments, archive |
| Drawings and documents | Read and index a bid's files, answer with citations, find quantities, attach files to a bid |
| Takeoff | Create workspaces, set scale, measure and count as dashed proposals, observations, revisions |
| Budgets | Build and price assemblies, fill cells from a quote, level bids, push to a draft proposal |
| Proposals | Create, edit lines, revise and compare. Sending stays with you. |
| RFIs | Draft, create and update RFIs, record the client's answer |
| Hub | Your tasks, notes, pinned notes and notifications |
| Records | Read your records, set cells, add columns |
| Clients and vendors | Search, create and update, contacts and manufacturers |
| Email drafts | Follow-ups, submissions and declines as drafts you send |
| Help | Look up these docs to explain a feature or walk you through a task |
The agent cannot send email for you, change billing, or run free-form database queries. It can only see and change what your own account can.
Sessions and projects
- Sessions are listed in the sidebar. Pin, rename, move to a project or delete them.
- Projects are folders of chats with standing Instructions, a Linked bid, Knowledge documents and Memory.
- Search (Ctrl + K) searches your chat titles and messages.
- The Context panel shows how full the conversation is. Compact summarizes older turns; Clear starts the session fresh.
Skills & Plugins
Open Skills & Plugins in Agent mode.
- Plugins switch groups of abilities on or off for the company (admins only). See Skills and plugins.
- Skills are saved instructions the agent can load, like your takeoff checklist.
- Memory holds facts and preferences. The agent only saves one when you ask it to remember something.
- Suppliers lets admins choose which supplier websites the agent may research products on.
- Permissions sets Allow, Ask or Block for every action.
Activity
Activity shows AI drafts, follow-ups sent, emails parsed, time saved and token use over a date range.
Plans
The Tidy agent uses your plan's allowance: a one-time trial on Free, 20M tokens per seat each month on Pro, up to 250M on Max. A notice appears above the chat box from 80% used. Your own agent connected over MCP is free on every plan. See Plans and limits.