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Talk to Your Project with AI

Talk to Your Project is your conversational AI assistant inside Alcove.

Written by Valeria Albino
Updated over 3 weeks ago

It allows you to ask natural-language questions about your project and instantly receive structured answers — with direct links to the relevant products, invoices, purchase orders, or vendors.

Think of it as:

  • A financial analyst

  • A procurement manager

  • A project coordinator

  • A reporting assistant

  • A spreadsheet replacement

  • A report generator

All in one.


Where to Find It

  1. Open any Project.

  2. Click the AI Chat / Talk to Your Project icon in the project header.

  3. A chat window opens.

  4. Ask anything related to the current project.


What You Can Ask

The range is extensive. You can ask about:


Financial Questions

  • What is the total profitability of this project?

  • What is my margin by room?

  • Which room is most profitable?

  • Which category has the lowest margin?

  • How much revenue is outstanding?

  • Which invoices are overdue?

  • What’s my total cost vs client revenue?

  • How much sales tax have I collected?

  • Show me a breakdown of revenue by vendor.

You can also say:

  • Generate a financial summary report.

  • Create a margin report by room.

  • Export a revenue breakdown to Excel.


Procurement & Product Status

  • What is the status of the shades?

  • Which items are ordered but not delivered?

  • What purchase orders are still open?

  • What’s delayed?

  • What items are missing tracking numbers?

  • What needs to be ordered?

  • When should installation happen based on lead times?

The AI can calculate install readiness based on:

  • Lead times entered

  • Order status

  • Delivery tracking

  • Vendor timelines


Tracking & Shipping

  • What are the tracking numbers for these two items?

  • Has the sofa shipped?

  • When is the lighting arriving?

  • Which vendors have pending deliveries?


Product Intelligence

  • Which items have no markup?

  • Which products are under 20% margin?

  • Which products are missing client pricing?

  • Show me all items from Vendor X.

  • What’s my average markup in this room?


Reporting & Exports

This is where the feature becomes transformational.

You can ask:

  • Generate a full financial report.

  • Create a procurement status report.

  • Show me a budget vs actual report.

  • Give me an invoice aging report.

  • Export all open purchase orders to Excel.

  • Download a margin report as an Excel file.

The AI can generate structured reports instantly — no spreadsheets required.

Instead of:

  • Exporting raw data

  • Cleaning spreadsheets

  • Building pivot tables

  • Creating manual summaries

You simply ask.

The AI organizes the data and can provide:

  • Tables

  • Structured breakdowns

  • Downloadable Excel-ready files


Operational Assistance

You can even ask:

  • Draft an email to a vendor asking about delayed items.

  • Compose a client update about install readiness.

  • Summarize this project’s current status.

  • What should I prioritize this week?

The AI understands project context and can help you communicate clearly and quickly.


Why This Replaces Spreadsheets & Reports

Traditionally, to answer complex project questions you would need to:

  • Export data

  • Open Excel

  • Build formulas

  • Create pivot tables

  • Manually calculate margins

  • Cross-reference invoices and purchase orders

  • Compile summary emails

Now, you ask one question.

The AI:

  • Pulls live data

  • Calculates automatically

  • Interprets trends

  • Provides insights

  • Generates reports

  • Allows exports

It turns your project database into a conversational intelligence layer.


Best Practices

  • Ask specific questions for more precise answers.

  • Ask follow-up questions to drill deeper.

  • Request reports or exports directly in the chat.

  • Use it before client meetings to get instant summaries.


Important Notes

  • AI responses are based on current project data.

  • Always verify critical financial decisions.

  • Usage may be subject to plan-based limits.


Talk to Your Project transforms Alcove from a system of record into a system of intelligence.

It helps you spend less time clicking, calculating, and reporting — and more time designing and managing profitable projects.

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