Wizard AI™

Just ask. It does the work.

The assistant built into every part of Wizard Application. Write a contract, read an invoice, plan a launch, design a logo or answer a customer by asking in plain words. Whether it is just you or your whole team.

Free AI credits every month on every plan. Even the free Starter plan.

No credit card. Nothing to set up.

Wizard AI with a draft product photo open beside the chat
What it does

One assistant. Every part of your work.

Pick something to ask. Wizard AI uses what is already in your workspace, so there is nothing to copy and paste.

Draft a service agreement for my new client from this brief
  • Wizard AI is on it
  • Drafted a service agreement from your brief
  • Filled in the client details and your standard clauses
  • Saved to Documents, ready for you to review and send
Also askWrite a proposal for a kitchen refitImprove the writing in this draftTranslate this policy into German
supplier-invoice.pdfRaise an order from this invoice
Wizard AI extracted
SupplierNorthfield Packaging Ltd
Order refNP-20417
Items500 kraft coffee bags
Total£412.50
New order created in Sales
Also askLog this receipt as an expenseSummarise this signed contractTurn this CV into a candidate
Break my website launch into tasks for the next two weeks
8 tasks added to Website launch
Write the About and Brew Club pagesMonday
Photograph the six single originsWednesday
Set up shipping and tax ratesFriday
Connect the domain and publishNext Friday
Also askPlan the sprint from our backlogStart a timer on this taskBook Friday off
Which customers have not paid this month?
3 invoices are overdue
Harbour CaféINV-1042 · £640.00
The Grind HouseINV-1047 · £285.00
Riverside DeliINV-1051 · £120.00
From your invoices in Sales
Also askWhat is our refund policy?Produce a sales forecastWho is away next week?
Email a lead when their status changes to Proposal sent
Workflow drafted in Blueprints
WhenLead status changes
Wizard AIWrite a personal follow-up
ThenSend the email
Asks before it switches anything on.
Also askTidy up duplicate contactsBuild a form for event sign ups
Build a homepage for my coffee roastery and draft a vintage logo
A coffee roaster's homepage built with the website builder
Also askCreate a pitch deck for our wholesale customersRemove the background from this photoFind a domain for Copperleaf
Match the best candidates to the Head Roaster role and explain why
Priya Shah6 years roasting, Q Grader, ran a 15kg roaster94
Tom Ellery4 years roasting, strong on green buying87
Sam OkaforBarista trainer, no production roasting yet68
Also askWrite a job advert for a weekend baristaScreen applicants for strengths and gaps
Create

Make it here. Approve it before it's saved.

Images, documents, pitch decks and logos open next to the chat. Nothing is added to your workspace until you accept it.

A draft product photo open beside the Wizard AI chat
Compare versions, then save the one you like to your media library.
A draft supply proposal open beside the Wizard AI chat
Read the whole draft before Wizard AI creates the document.
A draft investor deck open beside the Wizard AI chat
Check every slide, then open the deck in the pitch editor.
A saved logo with the Open in Creative Studio button
Save a logo, use it as your workspace logo or open it in Creative Studio to edit.
Projects and support

Run projects and support from one conversation

Plan it in a sentence

Describe the plan and Wizard AI adds the milestones and tasks to your project. Ask it to move work into a sprint or start a timer. Every project, sprint and task it mentions opens right there, without leaving the chat.

  • Milestones and tasks from one message
  • Sprint planning and timers by asking
  • See what's on track or overdue across every project
Wizard AI adding milestones and tasks to a project
A sprint opened from a link in a Wizard AI reply

Know what needs you first

Ask what's open and Wizard AI sorts the queue by urgency. Ask how you fixed something before and it answers from tickets you've already solved. Open any ticket straight from the reply, with its AI summary and a reply drafted in one click.

  • Open tickets sorted by urgency
  • Answers from your past tickets
  • AI summaries and one-click reply drafts
Wizard AI sorting open help desk tickets by urgency
A help desk ticket opened from a link in a Wizard AI reply
Your day with Wizard AI

Just you. Or your whole team.

The same assistant takes the busywork off a freelancer or a fifty person business. It only ever does what each person is allowed to.

For you

Freelancers, creators and new businesses

  1. Reply to the new enquiries from my websiteThree replies drafted for you to check
  2. Turn my notes into a proposal for Harbour CaféProposal saved to Documents
  3. Log this receipt as an expenseExpense logged with the date and total
  4. Draft a wholesale price list for Harbour CaféPrice list saved to Documents

For your team

Agencies, firms and growing businesses

  1. Triage this morning's support ticketsTickets sorted with replies drafted
  2. Screen the applicants for Head RoasterStrengths and gaps for every applicant
  3. Plan the sprint from our backlog12 tasks estimated and assigned
  4. Produce a sales forecast for next quarterForecast built from your pipeline
No setup required

No agents to build. It just answers.

Platforms like Monday.com hand you an agent builder and leave the work to you. You create an agent, configure its triggers, connect each tool and keep it running as you grow. Wizard AI is already that agent. It works across every part of your workspace from day one, with nothing to wire up. And when you do want a repeatable hands-off process, you build it visually in Blueprints with Wizard AI steps built in.

Explore Blueprints automation
Other platforms 1. Create an agent 2. Configure its triggers 3. Connect each tool 4. Maintain it as you grow
Wizard AI Just ask. It is already there. No agent builder, no prompts to wire together and no per-task bots to maintain over time.
Every area

Ask it anything anywhere in your workspace

Documents & content

  • Draft documents from a brief
  • Summarise and translate documents
  • Improve the writing in a draft
  • Generate and insert images
  • Create forms ready to publish

Sales & finance

  • Create leads, customers and companies
  • Raise orders, invoices and expenses
  • Convert a lead into a customer
  • Search any record by name or number
  • Produce a sales forecast

Projects & work

  • Create projects, milestones and epics
  • Plan and assign tasks across sprints
  • Start and stop task timers
  • Report on your project portfolio
  • Build blueprints and brainstorms

Recruitment

  • Create jobs and write descriptions
  • Parse CVs into candidate records
  • Match and score candidates against a job
  • Screen applicants for strengths and gaps
  • Run AI interviews and source candidates

Service & knowledge

  • Triage tickets as they arrive
  • Draft replies for your team to send
  • Search your knowledge base
  • Answer questions about the product
  • Start a guided tutorial for you

Time, people and your brand

  • Create and search timesheets
  • Book time off and check who is away
  • Build website pages from a description
  • Draft a logo in your style
  • Search for an available domain
Built to be trusted

Powerful and under your control

Wizard AI is not a bolt-on. It runs inside your workspace under the same rules as your team.

It respects your permissions

Wizard AI can only see and change what the person using it is already allowed to. Its tools are filtered per user, every time.

It asks before it writes

Anything that creates or changes a record is described first and waits for your approval. Nothing is saved until you say yes.

It stays inside your workspace

Wizard AI works with your own business data and cannot navigate outside it. Links to external sites are stripped.

It remembers what matters

Tell it how you like to work and it recalls that next time. Lasting preferences only, never secrets or one-off details.

You choose what is switched on

Every AI feature has its own toggle in settings, alongside spend limits and usage alerts. Turn any of it off at any time.

Talk to it, or type

Ask by voice or keyboard, pick from suggested answers, and let it open the right page for you when you are done.

The Wizard AI usage panel
See how much you and your team use Wizard AI each month and what it costs.
Honest pricing

Pay for what you use nothing you don't

No per-seat AI surcharge and no separate AI subscription. Every plan includes free AI credits each month, and credit packs top you up when you need more.

When you need more

Credit packs that never expire

Buy a credit pack by card or from your wallet. A text request uses 1 credit and an image or a logo uses 2. Credits never expire and there are no surprise invoices.

Your provider

Ours or your own on Enterprise

Wizard AI runs on our OpenAI connection using your AI credits. On the Enterprise plan you can run it on your own AI provider account instead.

OpenAI Anthropic Google Gemini Azure OpenAI Mistral Groq OpenRouter Custom endpoint
AI credits

Need more AI? Buy a credit pack.

Every plan includes free AI credits each month. When you need more, add a pack. Credits never expire and are used after your monthly allowance.

  • 100 credits £5 5p per credit
  • 500 credits £22.50 4.5p per credit
  • Best value 2,000 credits £80 4p per credit

A text request uses 1 credit. An image or a logo uses 2. Buy packs in your workspace by card or from your wallet.

Find the Perfect Plan for Your Business

Explore our plans to find the perfect fit for your business. Start free on the Starter plan.

FAQ

Your Questions answered

Wizard AI is the business assistant built into Wizard Application. Rather than being a separate chatbot, it works inside the parts you already use, generating documents, parsing CVs, matching candidates to jobs, raising invoices and orders, triaging support tickets, automating workflow steps and more, all with the context of your own workspace data.

Yes. Wizard AI works the same for one person as it does for a whole team. The free Starter plan includes your first user and the free monthly AI allowance, so you can write, plan, read files and create with it from day one.

Every plan includes free AI credits that reset each month. A text request uses 1 credit and an image or a logo uses 2. When you need more, buy a credit pack by card or from your wallet. Bought credits never expire. There is no per-seat AI fee and no separate AI subscription.

No. Wizard AI is enabled for every new workspace out of the box. You'll find it wherever you see the wand icon: in Documents, Recruitment, Help Desk, Blueprints, Brainstorm and beyond. Admins can disable AI features workspace-wide from settings if preferred.

All of them, where it makes sense: document generation in Documents and Content, CV parsing and candidate matching in Recruitment, reply drafting in Help Desk and Communication, AI steps in Blueprint workflows, idea seeding in Brainstorm, summaries in Chat and Calendar, and predictive insights in Reports and Forecasts.