Using the Assistant

The AI Assistant is your natural language interface for managing your music catalog. Instead of clicking through menus and filters, you can simply tell it what you want — like asking a helpful colleague to make changes across your tracks.

The Assistant lives in the Activity Panel alongside your widgets. It understands what you’re working on based on your current selection and can execute a wide range of tasks, from updating track stages to creating new tags to finding tracks with specific collaborators.

Opening the Assistant

To open the chat, switch to the Chat tab in the Activity Panel on the right side of your screen. You’ll see a text input at the bottom with the placeholder “Ask anything about your catalog…”

Quick way to open: Press Cmd + K (Mac) or Ctrl + K (Windows) from anywhere in the app. The panel will open directly to the Chat tab with your cursor in the input field.

The chat remembers your conversation for two hours, so you can pick up where you left off if you step away.

How Conversations Work

When you type a request and press Enter (or click the send button), the Assistant understands what you mean and takes action. It can:

Update properties — change stages, excitement levels, due dates, names
Add or remove tags — apply labels to tracks, create new tags
Manage buckets — organize tracks into projects or playlists
Find information — locate tracks by collaborator, see stats, filter your view
Create items — set up todos, build saved views, add collaborators with splits

The Assistant is context-aware. It knows which tracks you currently have selected, what buckets and tags exist in your catalog, and what filters are active. This means you can say things like “set these to finished” and it will apply your change to the selected tracks automatically.

Understanding the Context Bar

Above the message input, you’ll notice the context bar — a small strip that shows the Assistant what you’re looking at:

Selected tracks — if you’ve selected one to three tracks, their names appear here. For larger selections, you’ll see a count (e.g., “7 tracks selected”)
Active filters — any filters currently applied to your grid display
Bucket assignments — which project or playlist your selection belongs to

This context helps the Assistant understand the scope of your requests. When you select a track and ask to change its stage, it knows exactly which track you mean. When you select five tracks and ask to add a tag, it applies that tag to all five.

What You Can Ask

The Assistant handles requests across several areas of your workflow:

Track Management

“Set the stage to finished for this track”
“Mark these as favourite”
“Change excitement to 80%”
“Rename this track to Summer Vibes”
“Remove versioning from all the track names”

Tag Operations

“Add the Remix tag to these tracks”
“Create a new tag called WIP”
“Remove all tags from tracks in the Ideas bucket”
“Rename the Draft tag to In Progress”

Bucket Organization

“Move these tracks to the Summer Album bucket”
“Create a bucket called Upcoming Releases”
“Rename the Experiments bucket to Demos”

Collaborator Management

“Add Sarah as vocalist with 30% split”
“Show me tracks with Mike as a collaborator”
“Set the splits to 60/40 for this track”
“Remove Alex from the credits”

Stats and Insights

“How many tracks did I finish this month?”
“Find tracks similar to this one”
“Show me tracks that match this brief”
“What’s my release readiness?”

View Management

“Show me the Ready to Release view”
“Create a view for high excitement tracks”
“Clear all filters”

Handling Bulk Actions

When your request affects many tracks, the Assistant asks you to confirm before making changes. You’ll see confirmation buttons directly in the chat — just click Confirm to proceed or the other option to cancel.

This keeps you in control. You can review exactly what will be updated before the changes apply, especially useful when working with large selections or making sweeping edits.

Tips for Effective Queries

Be specific about scope — “Set this track to finished” applies to your selection. “Set all tracks in the Ideas bucket to finished” applies across your catalog.
Mention the property — saying “mark as favourite” works, but “set favourite to true” is even clearer.
Chain actions together — if you want to do multiple things at once, describe them in order: “Add the Remix tag and set the stage to Editing for these tracks.”
Ask for specifics — “Find tracks created this week” or “Show tracks without a due date” gives you targeted results.
Use natural language — you don’t need to use exact keywords. The Assistant understands variations like “move these to,” “organize into,” or “put these in the bucket called.”

Troubleshooting

The Assistant doesn’t understand your request. Try rephrasing with different words. If it still struggles, break complex requests into smaller steps.

Your changes didn’t apply. Make sure you confirmed any bulk action prompts. Check that your selection is correct — the context bar shows which tracks will be affected.

The chat seems stuck. Try refreshing the page. Your recent messages are saved, so you won’t lose the conversation entirely.

Tips

Use keyboard shortcuts — Cmd/Ctrl + K opens the chat instantly from anywhere. Enter sends your message, and Shift + Enter adds a line break if you need to write longer queries.
Check context before sending — a quick glance at the context bar ensures the Assistant knows which tracks you’re working with, preventing accidental changes to the wrong selection.
Persist your conversation — messages stay available for two hours. If you’re stepping away briefly, you can pick up exactly where you left off without re-explaining what you were doing.
Review confirmations carefully — when working with bulk selections, take an extra second to confirm you’re affecting the right tracks before clicking through.

What You Can Ask — A comprehensive guide to the types of queries the Assistant handles
Example Queries — Real-world examples of commands you can try