Generic Assistant Planner: the assistant behind your page sparkles
Most pages in Worknano have an assistant behind the sparkles button. Some pages have a specialised one, such as Task Assistant on Projects. Generic Assistant Planner is the general one. It works on a page without special rules and answers in short, practical replies, based on the models that belong to that page.
This is the Worknano idea in one place: customisable with AI, focused on core functionality, and the same UI, UX and database across modules. One assistant pattern works the same way on every page.
What it does
- Browses the models on the page and their fields, so it knows what can be asked.
- Reads records you may see, filters them, and searches content by meaning, including the text of attached files.
- Counts and sums: how many, how much, grouped by a field.
- Proposes new records, updates and deletions as a preview. Nothing is written until you confirm.
- Hands a question to another agent when a specialist fits better, and opens the configuration assistant when the request is about structure rather than data.
- Draws a diagram when a picture explains the answer, and reports your unread messages.
When it helps
- A quick answer. "How many open deals closed this month, by owner?" You get a count grouped by owner instead of building a report.
- A bulk change. "Set the status of these five items to Done." The assistant shows what it will change, and you confirm.
- A custom module. You built your own page last week. It has no specialised assistant, and this one works there with no extra setup.
How it works with your data
The assistant only reads what the signed-in user may read, with the same permissions as the rest of the product. Every write goes through a preview, and you confirm before it is applied. It runs with the tools listed above, on a fast model, and it receives the models of the current page, who you are, the record you have open and a short memory of the conversation. It does not see records on other pages unless it can reach them through the tools and your permissions.
Long conversations are compacted by Assistant Memory Summarizer, so the assistant keeps the thread.
What it does not do
- It does not write without confirmation.
- It does not know page-specific conventions. For projects, OKRs or CRM, a specialist such as OKR Assistant knows the shortcuts of that page.
- It does not change your structure on its own. For models, pages and workflows it opens the configuration assistant.
Make it yours
Generic Assistant Planner is a record in the Agents module, like the specialised assistants. Change its instructions, model, temperature and tools, duplicate it as the starting point for a page-specific assistant, or start blank.
Start with Build your own agent, read How to edit a page assistant and a reusable agent for the editor steps, or see the bigger picture in AI agents and AI assistants.