Business assistant
Manage your business through natural language conversation.
The business assistant is a built-in AI chat interface for managing your business through natural language requests.
The assistant has access to all your business data and can perform actions across every area:
The assistant is accessible in two ways:
When you ask the assistant to modify data (create, update, or delete anything), it shows exactly what it plans to do and waits for your confirmation before executing.
For batch operations (like cancelling multiple appointments), it shows the full list of changes for you to approve or reject.
The assistant never changes data without explicit approval.
The assistant’s responses can include clickable mentions of:
Your past conversations are saved in the sidebar. You can:
Each plan has a daily message cap that resets at midnight UTC:
A banner appears when approaching or reaching the limit, with an option to upgrade.
The assistant is created automatically when you first access it. If it hasn’t been set up yet, you’ll see a Create Assistant button — click it and the assistant agent is provisioned for your workspace.