# Cx Assistant

> Cx Assistant is commissioning software with an AI assistant for engineering, QA/QC and commissioning teams: assets, issues (punch list), documentation and trackers, test scripts, dashboards, planner, maps and 3D layouts, with the assistant available on the web, on iPhone and Android, and inside Microsoft Word and Excel.

Site: https://cx-assistant.com (English at /en/, Spanish at /es/). App: https://app.cx-assistant.com. Contact: info@cx-assistant.com.

## Product

- [Assets](https://cx-assistant.com/en/product/assets): An asset is any equipment, system or item you track on the project: a UPS, an inverter, a switchboard, a rack. Each one has a record with its status, technical data, documents, scripts, issues, planner activities and full history, and everything else in the project links back to it.
- [Issues](https://cx-assistant.com/en/product/issues): An issue is a problem, task or question tied to your assets, locations or project work. Each one has a title, priority, type, assignee, due date, location, linked assets, attachments, comments and a history, and moves through the status flow your project defines until it is closed.
- [RFIs](https://cx-assistant.com/en/product/rfis): An RFI is a formal question that needs an official answer: a clarification about a drawing, a specification or a site condition. Unlike a comment thread, an RFI tracks who must answer and by when, and ends with one designated official response.
- [Documents](https://cx-assistant.com/en/product/documents): Documentation is the project's file manager. It holds every document, drawing, photo and folder, and it is where scripts and templates live. Upload FAT reports, certificates and drawings, organise them into folders, preview and annotate them, keep their versions, send them to review and download them.
- [Trackers](https://cx-assistant.com/en/product/trackers): A tracker is a status grid: rows of items crossed with document placeholders, where each cell shows the state of a linked document. The built-in Asset Docs tracker crosses your assets with their document requirements, and you can build others for any set of deliverables. Trackers update live as teammates link documents or change statuses.
- [Scripts](https://cx-assistant.com/en/product/scripts): A script is a test or commissioning procedure you fill in: Pass, Fail or N/A on each step, measured values, notes, photo evidence and signatures. Scripts are created from templates the project publishes, run on the web or on the phone, and lock once completed.
- [Reviews](https://cx-assistant.com/en/product/reviews): A review sends project files through a workflow: an ordered chain of approval steps with named approvers. Add documents, folders, scripts or templates, and the approvers of each step approve or reject every item. The outcome is stamped on the file and kept in its history.
- [Planner](https://cx-assistant.com/en/product/planner): The planner is the project schedule: tasks, milestones and groups with dates, assignees, dependencies, reminders and links to assets and issues. Work in a Gantt, a table or a calendar, and open the Progress view to see what was planned, achieved and slipped on any day.
- [Dashboards](https://cx-assistant.com/en/product/dashboards): A dashboard is a page of charts and figures built from the project's assets, issues, RFIs, reviews, scripts and trackers. Every widget renders live data when you open it, filters narrow the whole page, and the dashboard exports to PDF, Word or PowerPoint as you see it.
- [Maps](https://cx-assistant.com/en/product/maps): The map shows every site and building that has an address, and every asset that has its own position or route: a turbine, a pole, a tower, an overhead line, a pipeline. Pins take the colour of the asset status, a red ring counts the open issues, and clicking a pin opens its details.
- [Layouts](https://cx-assistant.com/en/product/layouts): A layout is an interactive 3D floor plan of your site: draw the walls over a PDF drawing, place your equipment, draw the cable trays and pipes that connect it, and see the live status of every linked asset on the plan. Open issues appear pinned exactly where they are in the field.
- [Meetings](https://cx-assistant.com/en/product/meetings): A meeting is a sheet of numbered points: information, decisions and actions. Each point links to the records it is about, from assets and issues to RFIs, documents, scripts, reviews and planner activities, and every open action from every meeting lands in one table.
- [Assistant](https://cx-assistant.com/en/product/assistant): Say what you need in plain language. The assistant searches the project, reads the documents, looks up assets, issues, RFIs and planner data, creates the records you ask for and shows you what it did, with a link to every source it used.
- [Automations](https://cx-assistant.com/en/product/automations): An automation is a message the assistant runs for you on a schedule, as a normal chat turn, while you are on site. You write the message once, pick when it runs, and each run lands in a chat you can open, with a notification carrying the summary.
- [Connected services](https://cx-assistant.com/en/product/connectors): Connections link the assistant to services you already use, so you can ask for "the last email from the contractor about pump P-101", "what is on my calendar tomorrow?" or "the test plan in my OneDrive" right in the chat. You connect a service once from your settings and it works in every chat you open.
- [Mobile app](https://cx-assistant.com/en/product/mobile): Cx Assistant is on iPhone and Android. Snap a nameplate, raise an issue from the field, run a test script or ask about your project, straight from the job site, with the same assistant you use on desktop. Everything you change appears on the web and in Office.
- [Word and Excel add-ins](https://cx-assistant.com/en/product/office): Each add-in opens the assistant in a task pane next to your document or workbook. You sign in with the same account you use on the web, ask about the issues, assets and documentation in your project, and let the assistant write into the open file: sections, tables and charts in Word, values, formulas, sheets and charts in Excel.

## Help Center (the help the app ships, published as Markdown)

- [All help modules in one file](https://cx-assistant.com/help/en/llms-full.txt)
- [Help table of contents (JSON)](https://cx-assistant.com/help/en/index.json)

### web

- [Assets](https://cx-assistant.com/help/en/web/assets.md): 22 sections, updated 2026-10-09
- [Cx Browser — the Chrome and Edge extension](https://cx-assistant.com/help/en/web/browser-extension.md): 7 sections, updated 2026-10-19
- [AI assistant (Cx Assistant chat)](https://cx-assistant.com/help/en/web/chat.md): 27 sections, updated 2026-10-03
- [Connections — Outlook, OneDrive, SharePoint, Gmail, Notion, Autodesk and your own servers](https://cx-assistant.com/help/en/web/connectors.md): 19 sections, updated 2026-10-03
- [Dashboards](https://cx-assistant.com/help/en/web/dashboards.md): 18 sections, updated 2026-10-08
- [Documentation](https://cx-assistant.com/help/en/web/documents.md): 23 sections, updated 2026-09-19
- [Getting started — your first steps](https://cx-assistant.com/help/en/web/getting-started.md): 8 sections, updated 2026-10-19
- [Home dashboard](https://cx-assistant.com/help/en/web/home.md): 8 sections, updated 2026-09-19
- [Invites & joining projects](https://cx-assistant.com/help/en/web/invites.md): 11 sections, updated 2026-10-03
- [Issues](https://cx-assistant.com/help/en/web/issues.md): 22 sections, updated 2026-09-19
- [Layouts](https://cx-assistant.com/help/en/web/layouts.md): 18 sections, updated 2026-09-19
- [Sign in](https://cx-assistant.com/help/en/web/login.md): 13 sections, updated 2026-09-19
- [Map](https://cx-assistant.com/help/en/web/maps.md): 17 sections, updated 2026-09-19
- [Meetings](https://cx-assistant.com/help/en/web/meetings.md): 9 sections, updated 2026-10-03
- [Finding your way around](https://cx-assistant.com/help/en/web/navigation.md): 11 sections, updated 2026-09-19
- [Notifications](https://cx-assistant.com/help/en/web/notifications.md): 9 sections, updated 2026-09-19
- [Cx Assistant for Word & Excel — the Office add-ins](https://cx-assistant.com/help/en/web/office-add-ins.md): 6 sections, updated 2026-10-03
- [Planner](https://cx-assistant.com/help/en/web/planner.md): 27 sections, updated 2026-10-03
- [Project](https://cx-assistant.com/help/en/web/projects.md): 25 sections, updated 2026-09-19
- [Reviews](https://cx-assistant.com/help/en/web/reviews.md): 15 sections, updated 2026-10-03
- [RFIs](https://cx-assistant.com/help/en/web/rfis.md): 13 sections, updated 2026-09-19
- [Scripts & Templates](https://cx-assistant.com/help/en/web/scripts.md): 15 sections, updated 2026-09-19
- [Profile & Settings](https://cx-assistant.com/help/en/web/settings.md): 16 sections, updated 2026-09-19
- [Sign up](https://cx-assistant.com/help/en/web/sign-up.md): 9 sections, updated 2026-10-03
- [Support, Feedback & About](https://cx-assistant.com/help/en/web/support.md): 6 sections, updated 2026-09-19
- [Trackers](https://cx-assistant.com/help/en/web/trackers.md): 18 sections, updated 2026-10-03
- [My Workspace](https://cx-assistant.com/help/en/web/workspace.md): 8 sections, updated 2026-09-19

### mobile

- [Assets](https://cx-assistant.com/help/en/mobile/assets.md): 20 sections, updated 2026-09-19
- [Chat — AI assistant](https://cx-assistant.com/help/en/mobile/chat.md): 25 sections, updated 2026-10-03
- [Documents](https://cx-assistant.com/help/en/mobile/documents.md): 17 sections, updated 2026-09-19
- [Home — project insights](https://cx-assistant.com/help/en/mobile/home.md): 6 sections, updated 2026-09-19
- [Issues](https://cx-assistant.com/help/en/mobile/issues.md): 20 sections, updated 2026-09-19
- [Layouts](https://cx-assistant.com/help/en/mobile/layouts.md): 8 sections, updated 2026-09-10
- [Sign in & Authentication](https://cx-assistant.com/help/en/mobile/login.md): 13 sections, updated 2026-09-19
- [Map](https://cx-assistant.com/help/en/mobile/maps.md): 12 sections, updated 2026-09-19
- [Navigation & App Basics](https://cx-assistant.com/help/en/mobile/navigation.md): 19 sections, updated 2026-10-03
- [Notifications](https://cx-assistant.com/help/en/mobile/notifications.md): 10 sections, updated 2026-09-19
- [Planner](https://cx-assistant.com/help/en/mobile/planner.md): 16 sections, updated 2026-09-19
- [Profile & Account Settings](https://cx-assistant.com/help/en/mobile/profile.md): 14 sections, updated 2026-09-19
- [Projects — Join & Switch (Mobile)](https://cx-assistant.com/help/en/mobile/projects.md): 9 sections, updated 2026-09-19
- [RFIs](https://cx-assistant.com/help/en/mobile/rfis.md): 12 sections, updated 2026-10-03
- [Scripts](https://cx-assistant.com/help/en/mobile/scripts.md): 16 sections, updated 2026-10-03
- [Security — Two-Factor Authentication & Active Sessions](https://cx-assistant.com/help/en/mobile/security.md): 15 sections, updated 2026-09-19
- [Create an Account](https://cx-assistant.com/help/en/mobile/sign-up.md): 8 sections, updated 2026-10-03
- [Support](https://cx-assistant.com/help/en/mobile/support.md): 4 sections, updated 2026-09-19

### word

- [Account and security in the Word add-in](https://cx-assistant.com/help/en/word/account.md): 6 sections, updated 2026-09-19
- [Using the assistant in Word](https://cx-assistant.com/help/en/word/assistant.md): 17 sections, updated 2026-09-19
- [What the assistant can do in your document](https://cx-assistant.com/help/en/word/document-tools.md): 11 sections, updated 2026-09-19
- [Getting started with the Cx Assistant Word add-in](https://cx-assistant.com/help/en/word/getting-started.md): 10 sections, updated 2026-09-19

### excel

- [Account and security in the Excel add-in](https://cx-assistant.com/help/en/excel/account.md): 6 sections, updated 2026-09-19
- [Using the assistant in Excel](https://cx-assistant.com/help/en/excel/assistant.md): 13 sections, updated 2026-09-19
- [Getting started with the Cx Assistant Excel add-in](https://cx-assistant.com/help/en/excel/getting-started.md): 10 sections, updated 2026-09-19
- [What the assistant can do in your workbook](https://cx-assistant.com/help/en/excel/workbook-tools.md): 13 sections, updated 2026-09-19

## Blog

- [Why Commissioning Teams Still Track Documentation in Excel — And Why We Built Something Better](https://cx-assistant.com/en/blog/why-commissioning-teams-still-track-documentation-in-excel): Excel-based documentation trackers are still the norm in commissioning. Discover the real problems they create — broken links, unclear requirements, no asset connection — and how Cx Assistant was designed to solve them.
- [Plan vs Actual in Commissioning: Why It's Harder Than It Looks](https://cx-assistant.com/en/blog/plan-vs-actual-in-commissioning-why-its-harder-than-it-looks): Plan vs Actual tracking is used in every commissioning project — but the process behind it is surprisingly complex. Learn what makes it hard, and how Cx Assistant simplifies it.
- [Introducing the Cx Assistant Word Add-in Preview](https://cx-assistant.com/en/blog/cx-assistant-word-add-in-preview): The Cx Assistant Word Add-in brings commissioning workflows directly into Microsoft Word. Research project issues, generate structured reports with charts, make targeted edits, and act on Word comments — all from the side panel.
- [What an AI assistant can actually do on a commissioning job — and what it must never do](https://cx-assistant.com/en/blog/what-an-ai-assistant-can-actually-do-on-a-commissioning-job): Six things the Cx Assistant does on a real commissioning job — raise issues from a photo, read nameplates, write SAT scripts, review documents with markup — and the four things it is built to refuse.
- [Compliance in commissioning: compliant with what, signed by whom?](https://cx-assistant.com/en/blog/compliance-in-commissioning-what-the-codes-actually-ask-for): The same test can satisfy a client specification, support a statutory inspection and become part of a certification dossier. Those are different obligations, with different authorities. Here is how to tell them apart in data centers, pharmaceutical facilities, HV substations and transmission lines across the United States, Europe and Latin America.
- [Automations: what to schedule on a commissioning job, and how to write the prompt](https://cx-assistant.com/en/blog/automations-what-to-schedule-on-a-commissioning-job): An automation is a message the assistant runs for you on a schedule, into a chat you can open. Seven recipes commissioning teams can set up today, the exact prompts, what comes back, and what an unattended run is not allowed to do.

## Optional

- [Security & compliance](https://cx-assistant.com/en/trust)
- [Support](https://cx-assistant.com/en/support)
- [Contact](https://cx-assistant.com/en/contact)