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Business assistant

Manage your business through natural language conversation.

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

CategoryExample requests
Scheduling”Show me tomorrow’s appointments”, “Book John for a haircut at 3pm Friday”
Clients”Find the client who called yesterday about pricing”, “Create a new client for Sarah, 555-0123”
Services”Add a new service called Deep Tissue Massage, 60 min, $90”
Staff”Who’s working this Saturday?”, “Add a day off for Mark next Wednesday”
Locations”Close the downtown location on December 26”
Receptionist”Add a rule to always mention free parking”, “Add a transfer rule for billing questions”
Booking page”Change the booking page slug to downtown-salon”, “Make the header dark blue”
Analytics”What’s my revenue this week vs last week?”, “How many bookings came from the website?”
Products”Add a product: Organic Shampoo, $24.99”
Plan”Am I still on the trial?”, “How many phone numbers can I add on my plan?”

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:

PlanMessages per day
Trial150
Basic150
Plus300
Premium500

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.