# 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.

Source: https://automatedconstruction.io/tidy/docs/features/tidy-agent
Section: Features

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](https://automatedconstruction.io/tidy/docs/features/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](https://automatedconstruction.io/tidy/docs/features/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](https://automatedconstruction.io/tidy/docs/get-started/plans-and-limits).

## Related

- [Get the most out of the Tidy agent](https://automatedconstruction.io/tidy/docs/guides/work-with-the-tidy-agent)
- [Agent permissions](https://automatedconstruction.io/tidy/docs/features/agent-permissions)
- [Agent tokens](https://automatedconstruction.io/tidy/docs/features/agent-tokens)