Running a firm can sometimes feel like your answering a hundred small questions that come up over the course of a day. "How do I find this setting?" "Where do I set up a new client?" "How do I set up an invoice in Payments?" None of those questions should be difficult to answer, but they can slow you down, especially when the answer might mean sending an email or leaving a voicemail and waiting for a reply.

That's the gap AI Assist is here to close. It's a new AI chatbot assistant built right into your Centerbase experience, designed to give you fast, reliable answers the moment you need them, without adding a step to your day. The AI Assist Chatbot is being rolled out to all Centerbase customers to be a self service solution to many of the daily questions about the Centerbase platform.

Ask Right from the Search Bar

The Customer Experience portal you already use for support and resources now does more. Click into the familiar search bar, type your question the way you'd ask a colleague, and AI Assist takes it from there. No new tool to learn and no separate login. It's simply a smarter version of the search you already know.

One Click Away, Right Inside the Platform

You don't even need to leave what you're working on. Look for the assistant icon in the bottom-right corner of your screen inside the application. A single click opens AI Assist, so help is always within reach, right where you're already working.

Built for the Questions You Ask Most

AI Assist is designed around the questions that come up about different topics: account information, how-to questions, and finding your way to the right feature or setting. These are exactly the moments where waiting on a response or sending a ticket feels disproportionate to the size of the question, and now you can find the solution with a question to AI Assist.

A Clear Path When You Need More

Not every question is a quick one, and AI Assist knows the difference. Each response is cited and has links to the Centerbase Knowledge Base so you can get a more comprehensive answer, so you're never left without a next step. Think of it as a fast first stop, not a replacement for the people you already know and trust at Centerbase.

Why We Built This

Listening closely and responding quickly has always been central to how we work with our customers. As your firm has grown with Centerbase, so has the volume of small, everyday questions that come with using any platform well. AI Assist is our way of meeting that need directly, putting answers in your hands the moment you think to ask, instead of adding another step between you and your work.

What to Expect Going Forward

This is just the beginning for AI Assist. We'll continue expanding what it knows over time, adding more answers and covering more ground, so it gets more capable the more your firm uses it. You can expect the same assistant to handle a wider range of questions in the months ahead.

Nothing to Set Up, Nothing to Learn

There's no configuration required and nothing to turn on. AI Assist is simply part of your Centerbase experience going forward. The next time a quick question comes up, look for it in your portal or your application, and give it a try. We'd love to hear what you think.

Have feedback on AI Assist? Reach out to your Centerbase Customer Success contact, we're always listening.