Guides

Short articles on how to use Beech — one topic at a time.

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16 August 2026

Using BeeBo for live work

BeeBo sits in the bottom-right (or open /beebo). It reads live firm data and can propose changes — but nothing writes until you tap Confirm on a plan card.

BeeBo vs Beech Assistant

  • BeeBo — live projects, tasks, sprints, vendors, Vault, hours; Confirm-gated writes.
  • Beech Assistant (Help Centre) — how Beech works, navigation tips, support tickets. No task moves.

Ask, then Confirm

Ask in plain language (“what’s blocked on RV01?”, “add these three tasks to the sprint”). For writes, BeeBo shows a plan card. Review the steps, then Confirm or Deny. Typing “yes” in chat is not enough.

Credits

Usage draws on firm BeeBo credits. Admins manage packs under Firm settings → BeeBo. When credits run out, pause until an Admin adds a pack or the period resets.

Voice BeeBo (when enabled for your firm) follows the same Confirm rules and still uses credits.

Full reference: BeeBo in the user guide