Contextual AI Sidebar.
Every client, project, invoice, and lead gets its own AI assistant. The sidebar sees the entity you're working on and pulls in relevant context — past conversations, open tasks, billing history — so you get answers without switching tabs or re-explaining.
What you get
Entity-scoped chat sessions persist across visits
Smart prompt suggestions adapt to the entity type
Save AI responses as notes directly on the record
Feedback loop (thumbs up/down) improves suggestions over time
Try this live
Drops you straight into the relevant screen with sample data.
Try Contextual AI Sidebar
Included in every Earnest plan. No feature gates.
Start free trial