Knowledge & Project Health
Teach Bestie your company's know-how, and see early warnings on every project with a clear path to recover.
What You Get
Click "Project Health" to expand · Then click any item to see details
Teach Bestie
Open Ask AI, then click the gear on the history panel to open AI settings.
AI settings
What Bestie knows and can do for this company.
Knowledge
Rules
Skills
- 1AI settings · gear on the Ask AI history panel
- 2Knowledge · Rules · Skills
- 3Add knowledge · write or upload
- 4Scope & Status · filter the list
- 5Status · can Bestie use it yet
- 6Row actions · edit, reindex, remove
Knowledge and Rules need the project edit permission. Skills is open to every role.
Keep Project Records Fresh
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Bestie's knowledge
Bestie's knowledge of this project
Documents are indexed when they are processed with AI. Tasks, schedule, budget and money are always live.
- 1More actions · project overview header
- 2Bestie's knowledge
- 3Status line · what is new or failed
- 4Sync · only when there is something to learn
Bestie learns a project's RFIs, issues, change orders, daily logs and submittals when you press Sync. Documents are learned when you run Process with AI. Schedule, budget and money are always read live.
Spot Trouble Early
Tower A
3 issues need attention
- Forecast days late is 17 days
- Overdue RFIs is 6
- Cost Performance Index is 0.93
- 1Health ribbon · amber = warning, red = critical
- 2Reasons · worst first, top 8
- 3Know more · opens Bestie with the diagnosis
The ribbon only appears when a project hits a warning or critical line.
Set Your Own Lines
- 1Applies to · whole company or one project
- 2Warning / Critical · the lines that trigger the ribbon
- 3Source · Default · Company · This project
- 4On · switch a signal off
- 5Actions · edit or reset