# Assistant

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<Lead>
The **Assistant** (Assistent) is your workspace AI: it answers questions, writes copy, and gets tasks done with your data. You will find it full screen at `/agent` and as a floating orb on every page of the platform. It is a standard tool included in every plan, with nothing to install.
</Lead>

## Where to find the assistant

The assistant is deliberately not a single screen. It is available everywhere:

<DefinitionList>
  <DefItem term="Full screen at /agent">The big workspace with sidebar, chats, projects, archive, and the knowledge vault. Details: [Chat and projects](/tools/agent/chat-und-projekte).</DefItem>
  <DefItem term="Floating orb">The compass rose icon on every page. One click opens a chat panel right where you are working, without leaving the page. Details: [Mini assistant](/tools/agent/mini-assistent).</DefItem>
  <DefItem term="Keyboard shortcut">Press <Kbd>Cmd</Kbd>+<Kbd>K</Kbd> (Mac) or <Kbd>Ctrl</Kbd>+<Kbd>K</Kbd> (Windows) to open the mini assistant from anywhere. <Kbd>Esc</Kbd> closes it again.</DefItem>
  <DefItem term="Ask about this">Select any text on a page and the **Dazu fragen** (ask about this) chip appears: the quote travels into the chat so you can ask about it directly.</DefItem>
  <DefItem term="Dashboard">The ask bar on the dashboard starts a new chat, including attachments and mentions. There is also the morning briefing **Heute steht an** (today's agenda) and proactive suggestion cards, if enabled.</DefItem>
</DefinitionList>

## What the assistant can do

<FeatureGrid>
  <Feature icon="sparkle" title="Answers and copy">
    Answer questions, draft emails and listing copy, build tables and checklists. For bigger tasks it shows a visible step plan and delivers finished artifact cards.
  </Feature>
  <Feature icon="book" title="Knows your workspace">
    It searches your properties, files, tasks, runs, and onOffice, looks things up in the help docs and on the web, and fetches market and regulatory data such as rent indexes or GEG disclosure requirements.
  </Feature>
  <Feature icon="check" title="Actions with confirmation">
    Anything that changes data is shown as a card in the chat first: **Erlauben** (allow), **Ablehnen** (decline), or **Für diesen Chat erlauben** (allow for this chat). Nothing happens without your consent.
  </Feature>
  <Feature icon="link" title="Understands the current page">
    The mini assistant knows the page you are on: it offers matching quick actions and can fill form fields, but only after you click **Übernehmen** (apply).
  </Feature>
  <Feature icon="clock" title="Memory and knowledge vault">
    On request it remembers personal preferences, and it stores workspace knowledge in the semantic knowledge vault your whole team draws from.
  </Feature>
  <Feature icon="coin" title="Fair billing">
    Billing is per message based on actual cost. Small amounts are bundled, and you only pick a mode (Lite, Standard, Premium), never a model.
  </Feature>
</FeatureGrid>

## Getting started

<Steps>
  <Step title="Open the assistant">
    Click the floating orb, press <Kbd>Cmd</Kbd>/<Kbd>Ctrl</Kbd>+<Kbd>K</Kbd>, or open `/agent` full screen. There is nothing to install: the assistant is included in every plan.
  </Step>
  <Step title="Ask a question">
    Just start typing in the composer (**Frag mich etwas …**, ask me anything). Examples: "Summarize this property in three sentences" or "Write an invitation to a viewing".
  </Step>
  <Step title="Understand modes">
    By default everything runs in **Standard** mode, which fits about 90 percent of requests. For important answers there is **Premium**, for quick small tasks **Lite** (must be enabled by the owner). Details: [Modes and costs](/tools/agent/modi-und-kosten).
  </Step>
  <Step title="Use attachments and mentions">
    Attach up to 6 files (text, image, PDF, via drag and drop or from the clipboard) and mention properties or leads with `@` so the assistant works with them directly.
  </Step>
  <Step title="Confirm actions">
    When the assistant wants to change something (for example create a task), a confirmation card appears in the chat. Only your click on **Erlauben** (allow) executes the action.
  </Step>
</Steps>

## Costs

The assistant bills per message, based on actual cost times the mode factor (Lite 0.15x, Standard 1x, Premium 3.5x). Small amounts are collected and only booked as a single entry once they reach 5 credits: **KI-Assistent · gebündelte Nutzung (N Nachrichten)** (AI assistant, bundled usage). Amounts below the small-amount threshold are hidden by default (you are always charged correctly); the display toggle lives under **Account > Appearance** (Konto > Erscheinungsbild). Everything else, including the estimate pill, the cost line, and what happens when your balance runs out, is covered in [Modes and costs](/tools/agent/modi-und-kosten). Topping up credits: [guide](/help/howto/topup-credits).

## All topics in detail

<CardGrid>
  <Card title="Chat and projects" href="/tools/agent/chat-und-projekte">
    The full-screen view at /agent: sidebar, chat menu, projects, shared folders with live collaboration, and the archive.
  </Card>
  <Card title="Mini assistant" href="/tools/agent/mini-assistent">
    The orb on every page: panel, page context, quick actions, keyboard shortcuts, "ask about this", and filling in fields.
  </Card>
  <Card title="Capabilities" href="/tools/agent/faehigkeiten">
    All tools in one reference: properties, files, web search, market data, onOffice, DB-Leads, homestaging images, and more.
  </Card>
  <Card title="Modes and costs" href="/tools/agent/modi-und-kosten">
    Lite, Standard, and Premium, automatic model selection, per-message billing, bundling, and all cost displays.
  </Card>
  <Card title="Knowledge and memory" href="/tools/agent/wissen-und-gedaechtnis">
    The workspace's semantic knowledge vault and your personal memory, including managing and forgetting entries.
  </Card>
  <Card title="Plugins" href="/tools/agent/plugins">
    What the assistant can do and who operates it: workspace plugins with skills, personal plugins such as the onOffice AI Connector, rights and approvals.
  </Card>
  <Card title="Settings" href="/tools/agent/einstellungen">
    Workspace settings for owners and admins (plugins, modes, brand, AI models) and personal settings per person.
  </Card>
  <Card title="Security and privacy" href="/tools/agent/sicherheit-und-datenschutz">
    EU AI Act, protection against injected instructions, permission boundaries, and what gets logged.
  </Card>
  <Card title="Troubleshooting" href="/tools/agent/troubleshooting">
    All error messages and what to do about each, from an empty credit balance to a missing orb.
  </Card>
</CardGrid>

## Frequently asked questions

<Faq>
  <FaqItem q="Is the assistant included in my plan?">
    Yes. The assistant is a standard tool included in every plan. It is active automatically and cannot be uninstalled.
  </FaqItem>
  <FaqItem q="Does the assistant change data without asking?">
    No. Every action that changes data first appears as a confirmation card in the chat. Only **Erlauben** (allow) executes it, **Ablehnen** (decline) discards it. Form fields are also only filled after you click **Übernehmen** (apply).
  </FaqItem>
  <FaqItem q="Which AI model does the assistant use?">
    REOS AI picks the model automatically based on the complexity of the request. You only choose the mode (Lite, Standard, Premium); admins can pin fixed models under **Settings > Assistant > AI models**.
  </FaqItem>
  <FaqItem q="Can I hide the floating orb?">
    Yes, just for yourself under **Account > Assistant** in the **Verhalten** (behavior) section. The full-screen assistant at /agent stays available.
  </FaqItem>
  <FaqItem q="What does a message cost?">
    That depends on the task and the mode. Small amounts are bundled and hidden from display by default. Before expensive bulk actions the composer shows an estimate pill. Details: [Modes and costs](/tools/agent/modi-und-kosten).
  </FaqItem>
</Faq>