HiveSuite
HiveAssist helps you write better quotes, sharper reminders, and cleaner documents.
Rewrite job descriptions into quote-ready language, get a sensible pricing starting point with time and materials context, tighten invoice reminder emails, and build branded quote and invoice templates without starting from scratch.
Quotation rewrite
Turns rough job notes into clearer quote-ready copy and lets you choose what to apply.
Pricing context
Suggests service type, time, materials, and a price starting point from the job description.
Reminder drafting
Refines invoice reminder subject lines and email body based on the invoice context.
Template builder
Creates or refines quote and invoice templates, including PDF-to-template conversion.
Where it works today
HiveAssist is built into three live parts of HiveSuite
This is not a generic chatbot bolted onto the platform. HiveAssist is wired into the places where wording, speed, and consistency matter most.
1. Quotation assistance
Inside HiveCRM quotation workflows, HiveAssist rewrites the job description into cleaner quote language and returns a service type, recommended price, estimated time, materials, and confidence cues before anything is applied.
2. Invoice reminder drafting
On the invoice reminder board in HiveCRM, it rewrites the draft email using the invoice number, amount, due date, and timing so your reminders stay polite, direct, and context-aware.
3. Quote and invoice templates
Inside Template Builder, HiveAssist creates or refines quote and invoice templates conversationally, preserves merge fields, and can rebuild a design from an uploaded PDF before you save it.
Important: HiveAssist and HiveIntel are different. HiveAssist helps create and refine operational content inside workflows. HiveIntel answers questions about your live business data and reports.
Capabilities
What HiveAssist can actually do
Everything below is grounded in the current product rather than aspirational AI copy.
Rewrite rough job notes
Turns short or messy descriptions into clearer quote-ready wording suitable for a professional quotation.
Suggest service type
Classifies the work into a short service label so quotes stay cleaner and easier to scan.
Estimate time required
Returns an estimated completion time in hours to help with pricing and scheduling decisions.
List likely materials
Suggests the main materials needed so you can sanity-check the job scope quickly.
Give a price starting point
Returns a suggested price based on the description, intended as guidance rather than an auto-approved final figure.
Warn when confidence is low
If the information is thin, HiveAssist surfaces a low-confidence warning and suggests how to improve the estimate.
Refine reminder emails
Rewrites invoice reminder body copy and suggests a concise subject line using the invoice details already in the workflow.
Build templates conversationally
Creates and refines quote and invoice templates through plain-English requests with live preview alongside the conversation.
Recreate a PDF as a template
Analyses an uploaded PDF, recreates the layout closely, and maps the design onto HiveSuite merge fields where possible.
Protect working templates
Template edits are checked for risky HTML or broken merge field patterns before saving, helping stop bad changes from shipping.
Built with guardrails
Useful AI should not take control away from you
Select what to apply
Quotation suggestions are presented for review so you can apply the description, service type, and price selectively rather than accepting everything blindly.
Confidence cues
If HiveAssist is not confident in the quotation estimate, it warns you and suggests what extra detail would improve the result.
Preview before save
The Template Builder keeps the conversation and live preview side by side so you can inspect the result before you keep it.
Plan and usage controls
AI Template Builder access is checked by account tier and daily query limits are tracked so usage is deliberate and visible.
Availability
Access notes that matter
Quotation assistance
Built into quotation workflows in HiveCRM where HiveAssist can rewrite job descriptions and return pricing context.
Invoice reminder drafting
Available inside the invoice reminder board to improve reminder email wording before you send it.
Template management
The wider Template Builder is available generally, including visual editing and template management tools.
AI template conversations
AI Builder conversations and PDF analysis are for active paid subscribers rather than demo accounts.
Template types today
The current AI Builder supports quote and invoice templates.
FAQ
Questions people usually ask
Is HiveAssist the same as HiveIntel?
No. HiveAssist helps create or refine content inside workflows like quotations, reminders, and templates. HiveIntel is the reporting assistant that answers questions about live business data.
Can HiveAssist price jobs for me automatically?
It gives you a suggested starting point plus service type, time, materials, and confidence cues. You still review the result before using it as the final quoted price.
Can it build templates from an existing PDF?
Yes. In Template Builder, HiveAssist can analyse an uploaded PDF, recreate the layout closely, and map the design onto HiveSuite merge fields for quote and invoice templates.
Does it change my template or quote without asking?
The workflows are review-first. Quotation suggestions can be applied selectively, and template changes are shown in preview before you save them.
Which template types are supported in the AI Builder right now?
The current AI Builder supports quote and invoice templates.
Do all plans get the Template Builder AI features?
The wider Template Builder is available more broadly, but HiveAssist conversations and PDF analysis in the AI Builder are intended for active paid subscribers rather than demo accounts.
Try HiveAssist inside HiveSuite
See how much faster quoting, chasing invoices, and keeping documents on-brand becomes when the AI is tied to the workflow instead of bolted on top.
Start Free Trial30-day free trial - no credit card - cancel any time