Your AI Assistant

What the Assistant Is

Buyer24 includes a built-in AI assistant — a chat where you manage your procurement work in plain language. Instead of clicking through menus, you can simply ask:

• "Which RFQs are still waiting on quotes?"
• "Show me the details of the bracket RFQ"
• "Recommend suppliers for anodized aluminum brackets"
• "What templates do we have for raw materials?"

The assistant answers questions directly, and for anything that involves real work — creating an RFQ, sourcing new suppliers, updating your company profile, editing your B2B website — it drafts a task for one of your agents. Whether that task waits for your click or starts right away is up to you, chat by chat (see Auto and Ask).

Chats

Your conversations are organized as chats, listed under Chats in the Assistant sidebar. Each chat is yours — other people in your organization have their own list.

• Each chat focuses on one agent. A new chat starts with the B24 Assistant. To talk to a specialist instead — Procurement Manager, Setup Specialist, Onboarding Guide, Sourcing Scout, Market Analyst, or Site Builder — use Switch agents on the new-chat screen, or click Chat on that agent's card on the Agents page. A chat stays with its agent; start a new chat to talk to another one.
• Start fresh any time with New chat.
• Keep the list tidy. From a chat's menu you can Rename, Archive, or Delete it. Archived chats can be restored; deleting removes the messages for good. You can group the list by agent or by date.

Whichever agent a chat is focused on, you're still talking to one assistant — the focus decides what kind of work it proposes and whose memory it uses.

Teams

When a piece of work needs several agents — or co-workers — create a team chat with New team. Team chats are listed under Teams in the Assistant sidebar.

• Pick the agents that belong in the team (one of them leads) and, optionally, co-workers who share the chat.
• Everyone on the team can read and write in it, rename it and archive it. Only the person who created the team can change who is in it (agents and co-workers) with Manage team, or delete it.
• It's still one voice: the lead agent answers by default, and naming another agent in your message hands the work to that agent.

@-mentions

Type @ in the message box to mention one of the chat's agents, one of its tasks, or a co-worker. Mentioning an agent sends the request to that agent; mentioning a task tells the assistant exactly which task you mean. A message that only mentions co-workers is posted to the shared chat without the assistant replying.

Answers vs. Tasks

The assistant works in two modes, and it picks the right one automatically:

• Answers — questions about your existing data (RFQs, quotes, suppliers, templates, your organization profile) are answered right in the chat. Ask about an RFQ's quotes and the assistant can show them as a table, with each supplier's total, the lines quoted, status and the lowest bid, plus Open quotes →. Chatting is free.
• Tasks — requests that change something or require deeper work (research a market, create an RFQ, draft supplier outreach, edit a website page) become a task card in the chat describing exactly what will be done.

If your request is ambiguous, the assistant asks a clarifying question instead of guessing. Answer it, and the proposal gets refined.

Auto and Ask

Every chat has a Proposed tasks setting, shown as a pill in the message box next to the agent:

• Ask (the default) — proposed tasks wait for you. The task card gives you two choices:

- Execute Now — the task runs immediately.

- Add to Queue — the task waits in your queue and runs during the nightly cycle.

• Auto — the task the assistant proposes starts right away, without a click. The card switches to Running on its own. If it can't start (for example, you're out of credits or lack the permission), the card says why and stays available to run by hand.

A proposed recurring task shows its schedule on the card (for example Daily at 9:00 · next …). Change adjusts it, Schedule saves it, and Schedule & run now saves it and runs it once straight away, so you see the first result without waiting.

Auto only removes the click to start a task. Anything that would email a supplier still follows your organization's automation level — if your organization asks for approval before sending, you'll still be asked, in both Auto and Ask chats.

Following Your Tasks

Tasks you start from a chat stay connected to it:

• Results show on the chat card. When a task finishes, its card shows the summary, suggested next steps, and any notes right in the conversation. Click the card's status or View details for the full plan and log.
• The Activity panel next to the chat lists this chat's tasks and, under Artifacts, everything they produced — documents, RFQs, orders, websites.
• Tasks can ask you questions. If a task needs something from you, its card shows Needs your answer with an Answer button. Answer, and the task carries on where it left off.
• The Tasks page in the Assistant sidebar shows every task in your organization — from all chats, plus those created by email, autopilot, and setup — where you can reorder the queue, run or stop tasks, and set up recurring tasks on a daily, weekday, weekly, or monthly schedule.

For the full picture of what tasks are, what their statuses mean, and when you need to act on one, see Understanding Tasks.

Tip: Ask the assistant "what's in my task queue?" any time. It will list everything pending and let you manage the queue conversationally.

What It Costs

• Chatting is free — questions, answers, and planning tasks never use credits.
• A task run by a paid agent uses credits at that agent's fixed price, shown before it starts (Setup Specialist, Procurement Manager, Market Analyst, Site Builder, and a Sourcing Scout supplier discovery). B24 Assistant and Onboarding Guide tasks don't use credits.
• Runs are paid before they start and are never cut off halfway. If you don't have enough credits, the task simply doesn't start.
• Failed or stopped runs are refunded.
• Queued tasks: paid plans include one free task per day from the nightly queue. Anything you run immediately — Execute Now or an Auto chat — pays the agent's price.

See Pricing for plans and top-ups.

What You Can Ask It to Do

Some task types require a manager or admin role to run. If you can't execute a particular kind of task, ask your organization admin — see Understanding Roles.

It Gets Smarter with Better Setup

The assistant reads your organization's procurement guidelines and company profile when answering questions and scoping tasks. The more complete your setup — industry, what you typically buy, your sourcing preferences, your templates — the more relevant its answers and proposals become.

If answers feel generic, that's usually a sign your organization profile or guidelines need attention. See Setting Up Your Organization.

What each agent remembers

Each agent keeps its own memory, in two parts:

• What the agent knows about your organization — facts and conventions it has learned doing its job for you. It's shared across your organization, and org admins can read and edit it on the agent's page.
• Your preferences for that agent — how you like its work ("research reports as tables"). Only you edit your own preferences.

The agent reads both every time it works, and adds to them when you tell it something worth keeping — so you don't have to repeat yourself across chats. You'll find both on the agent's Core Files tab on the Agents page.

FAQ

Does chatting cost credits?

No. Asking questions and planning tasks is free. Credits are only used when a paid agent runs a task — see What It Costs.

Can the assistant send emails to suppliers on its own?

Only as far as your organization allows. In an Auto chat a task starts without a click, but anything headed to a supplier still follows your organization's automation level — if it asks for approval before sending, you approve first. For automated follow-ups on live RFQs, see RFQ Autopilot & Reminders.

What happens during onboarding?

When you first set up your workspace, Buyer24 runs an onboarding task automatically — researching your company, drafting a procurement brief, suggesting templates. Until it finishes, your home page shows only that task, with its plan and progress as it goes. If it stops early, it says Onboarding didn't finish and offers Resume. When it's done, the assistant opens with the onboarding task selected so you can review what it set up. Onboarding is free.

Where do I find it?

The assistant is your home page: your chats and teams are in the Assistant sidebar, with the Activity panel for the open chat beside it. All tasks live on the Tasks page. Your other apps (Sourcing, Suppliers, Website and the rest) sit in the app bar on the left — the assistant links you to them when useful.