Bridgeant·6 min read

Using Bridgeant (the Advisor)

The free advisor on every plan. Upload a file and Bridgeant tells you what is wrong, which tool fixes each problem, and in what order. It never runs a job.

By Operelio team

On this page7
  1. 1.What the advisor does
  2. 2.What it looks at
  3. 3.How to ask well
  4. 4.Questions it can answer
  5. 5.The three modes
  6. 6.What Free covers, what Operator adds
  7. 7.Frequently asked questions

What the advisor does

Bridgeant is the helper built into Operelio. In its Advisor mode it is free on every plan, including Free. Upload a file and it looks at what you have, tells you what is wrong with it, and recommends which tool fixes each problem and in what order to run them.

The advisor is guidance only. It reads the shape of your file, points you at the right tool for each issue, and answers your questions about the product. It never runs a job, never changes your file, and never spends a credit. When you are ready to actually run something, you open the tool it recommended and run it yourself.

If you want Bridgeant to plan the steps and run them for you after you confirm, that is the AI operator, a Pro feature covered in the "Bridgeant Operator" guide. This guide is about the free advisor that every plan gets.

Open Bridgeant from the top of the sidebar, or from the assistant bubble on a file. On Free and above it is there by default in Advisor mode.

What it looks at

When you hand Bridgeant a file, it does not read your cell values. It works from a summary of the file: the column names, how full each column is (its fill rate), row and duplicate counts, and a set of problem codes for the issues it found. That summary is enough to tell you what is wrong and which tool fixes it.

Because it works from the summary and not the contents, the advisor never sees the actual data in your rows, and it does not train on your file. Your list is used to answer your question and nothing else.

One thing worth knowing about the scope: that summary covers one tab. If you hand it a workbook with several, it reads the first, names it, and says plainly that the others are not included, then offers to combine them so the check covers everything.

How to ask well

You get the sharpest recommendation when you name the outcome you want, rather than asking about a specific setting. Tell it what the finished file should be, or point at the problem you can see.

Good ways to ask:

1

Name the end result

"Get this list ready to import into HubSpot" or "I need one clean row per company." Bridgeant names the tools that get you there and the order to run them in.

2

Point at the problem

"There are a lot of duplicate emails in here" or "the company names are spelled three different ways." It tells you which tool cleans that up and how.

3

Ask about the file's shape

"Which of my columns are mostly empty?" or "how many duplicate rows are there?" It answers from the summary counts it already has.

4

Ask a product question

"What is a job?", "how many rows can I process on my plan?", or "what does Deduplicate do?" You do not need a file open to ask these.

You do not need to know the tool names. Describe the mess or the goal and let the advisor map it to the right tool.

Questions it can answer

The advisor does more than review files. It also answers questions about Operelio itself, drawn from the product's own facts so the answer matches your plan.

It can tell you what each tool does, what counts as a job, what a credit is, your plan's row and file-size limits, the difference between the plans, current pricing, and how the whole process works from upload to a finished file. Ask about an above-plan feature and it tells you which plan includes it, without pretending you can already use it.

These answers come from the same facts the app uses everywhere else, so pricing and limits are always current rather than copied into a help page that can go stale.

The three modes

Bridgeant has three modes, and you choose which one you get. You set this per person under Settings, then Bridgeant (/app/settings/operator).

ModeWhat you get
OffBridgeant does not appear anywhere in the app.
AdvisorGuidance only. It reviews a file, tells you what is wrong, recommends the right tool and order, and answers your questions. It never runs anything. Free on every plan.
AI operatorEverything the advisor does, plus it can plan the steps and run the work for you after you confirm the plan and its cost. A Pro feature (Pro, Team, and Agency).

On the Free plan the AI operator is shown but locked with a "Pro feature" note. Your working choices on Free are Off or Advisor.

What Free covers, what Operator adds

The advisor is the whole free experience: it diagnoses, recommends, and answers, and you run the recommended tools yourself. The AI operator adds the ability to have Bridgeant do the running for you.

CapabilityAdvisor (free, every plan)AI operator (Pro and up)
Review a file and name what is wrongYesYes
Recommend the right tool and the orderYesYes
Answer questions on plans, credits, and toolsYesYes
Understand a goal in your own words and plan the stepsNoYes
Run the tools for you after you confirmNoYes
Change your original fileNeverNever (results are saved as new files)

Frequently asked questions

Is the advisor really free?

Yes. Advisor mode is available on every plan, including Free, at no cost. It reviews files, recommends tools, and answers questions. Running the tools it recommends uses your normal plan limits, the same as running any tool by hand.

Does the advisor read my data?

No. It works from a summary of your file: column names, fill rates, row and duplicate counts, and problem codes. It never reads your cell values and it does not train on your file.

Will the advisor change my file?

No. The advisor never runs anything and never changes a file. It points you at the right tool; you run it yourself when you are ready. Your original file is untouched.

Can the advisor run the job for me?

Not in Advisor mode. Running the work for you is the AI operator, a Pro feature. See the "Bridgeant Operator" guide. In Advisor mode you get the recommendation and run the tool yourself.

How do I turn Bridgeant off?

Go to Settings, then Bridgeant (/app/settings/operator), and choose Off. Bridgeant then does not appear anywhere in the app. You can switch it back to Advisor at any time.

Do I need a file open to ask a question?

No. Questions about plans, pricing, credits, jobs, row limits, and what each tool does are answered without a file. You only need a file when you want the advisor to review that specific list.

Does talking to Bridgeant cost anything?

It never spends job credits. On Free, the advisor answers from Operelio's built-in knowledge at no cost. On paid plans Bridgeant answers with AI, and each send the AI reads spends one Bridgeant message, in Advisor and Operator mode alike: 150 a month on Pro, 250 per seat on Team, and 600 per seat on Agency. Sends the built-in knowledge answers are free, and so is the automatic file check on upload. You can see where you stand under Settings, then Usage.

Ready to get started?

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