Earnest Assistant.
Every client, project, invoice, and lead gets its own Earnest assistant, a tap away from anywhere. It sees the entity you are working on and pulls in relevant context — past conversations, open tasks, billing history — with smart prompt suggestions for that record. Save any answer as a note. No tab-switching, no re-explaining.
What you get
Globally available — open Earnest from any screen
Entity-scoped chats persist across visits
Smart prompt suggestions adapt to the record type
Save AI responses as notes directly on the record
Try this live
Drops you straight into the relevant screen with sample data.
Try Earnest Assistant
Included in every Earnest plan. No feature gates.
Start free trial