AI Assistant

The AI Assistant module gives every team member a private chat assistant, powered by Anthropic’s Claude and OpenAI’s GPT models, with persistent conversation history, file attachments, and a choice of speed vs. capability.

Threads

Each conversation is a thread. Threads are private to the person who started them — not shared with the rest of your organization, and not visible to Owners or Admins either. This is different from every other module in Moyo Suite, where an Owner or Admin can typically see everything their team creates. A thread is treated the way a personal notes document would be: people ask half-formed questions, paste drafts, and think out loud in it, so nobody else in the workspace can read it, full stop.

A thread remembers your last 40 messages of context. Older messages still exist in the transcript but drop out of what the assistant “remembers” for new replies.

Models

You choose a model tier per thread, not a specific model name — model choice is deliberately abstracted so an underlying model can be upgraded without changing anything you interact with:

Every tier except Fast and GPT Fast supports extended thinking — an optional toggle that lets the model reason step-by-step before answering, shown to you as a collapsible “thought process” section above its reply. It’s slower and uses more tokens, so it’s off by default. On the GPT tiers, that section may sometimes stay empty even with thinking on — reasoning still happens and is billed, but a written summary of it isn’t always available.

Attachments

You can attach images, PDFs, and text files (plain text, CSV, Markdown, JSON) to a message, up to 10MB each. Images are sent to the model directly; text-based files have their contents extracted and included as context. PDF text extraction is not yet available — a PDF can be attached, but its content isn’t read by the assistant yet.

What leaves your workspace

Message text and attachment content are sent to Anthropic’s API to generate a response. Moyo does not train any model on your data. If your organization has data-residency or processor-agreement requirements around third-party AI providers, talk to your account team before enabling this module — it is opt-in per organization, like every other module.

The assistant has no access to the rest of your Moyo Suite data (CRM, billing, inventory, expenses) in this release — it can only see what’s in the conversation itself.

Related

• Plans & Modules — how the AI Assistant is priced and included
• Team & Permissions — the permissions that gate sending messages and managing attachments