Business assistant
The business assistant is a built-in AI chat for managing your business. Ask it to look things up or make changes, and it proposes the changes for your approval.
What the assistant can do
The assistant can also manage procedures, group sessions, and holidays, and look up an appointment by confirmation number.
For plan questions, it checks your current plan, whether you are on a trial, and your limits for receptionists, phone numbers, locations, team members, and concurrent calls, along with how much of each you use. For prices, invoices, and your trial or renewal date, it points you to Settings → Billing.
It cannot manage messages, orders, quote requests, SMS, or FAQ answers. To answer unanswered questions, go to Inbox → Needs attention. See FAQ.
How to access it
- Docked panel: select Assistant in the header on any page.
- Full page: open Assistant from the More menu in the sidebar. Pin it to keep it in the sidebar.
- On mobile: select Assistant in the bottom bar. It opens full screen with suggested starting requests, such as Connect my phone number or Add a rule for my receptionist.
Confirming changes
When you ask the assistant to create, update, or delete anything, it shows exactly what it plans to do and waits for you to select Proceed or Cancel. For batch changes, such as cancelling several appointments, you can accept or reject each change individually.
The assistant never changes data without your approval. After you select Proceed or Cancel, it is told whether the change was applied, rejected, or failed, including when you return to the chat later.
Attachments and suggestions
- Attach a text file to give the assistant more context, such as a price list. One file per message:
.txt,.md,.json,.yml, or.yaml, up to 5 MB. - After most replies, the assistant suggests 3–5 follow-up actions you can select instead of typing.
Rich responses
Responses include clickable mentions of staff, services, assets, clients, and products. Select one to open its details.
Conversation history
Select Open history to browse, continue, or delete past chats. Select New chat to start over.
Daily message limit
Each plan has a daily message limit that resets at midnight UTC:
When you reach the limit, a banner appears with an option to upgrade.
Setup
The assistant is created automatically when you first open it. If it hasn’t been set up yet, select Create Assistant to provision it for your workspace.