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Talk to Your Project with AI

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

Valeria Albino avatar
Written by Valeria Albino
Updated today

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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