Ask the assistant a question or give it a job

Use the assistant in the top bar to find out how to do something, look things up in your account, and have it prepare texts, emails and campaigns for you to confirm.

BusinessTeam memberAgencyWhite labelAgency clientWho can do it: owner, admin, member

The assistant sits in the top bar on every page. Ask it how to do anything and it answers in plain words, with a link to the page where it is done. When the AI assistant add-on is on, it can also find people, read their records and prepare messages for you. Nothing leaves your account until you press Confirm.

Before you start

AI must be on for your account (see Why AI stopped: the switch, the limit and the wallet).
To have it look things up and prepare messages, the AI assistant add-on must be on (see Turn on the AI assistant add-on). How-to questions work without it.

Steps

Press Ask AI in the top bar, or press Ctrl+K (Cmd+K on a Mac) from anywhere in the app. A panel opens on the right.
Read the suggestions. The panel says which page you are on ("You are on Contacts") and offers questions for that page. Press What can I do? to see a list of what the assistant can do in your account.
Type your question in the box at the bottom and press Enter. For example: "How do I connect my own domain?" or "What did Sarah from Bright Dental last say?"
Read the answer. Underlined page names are links: pressing one takes you there and closes the panel.
People or bookings it found appear as cards under the answer. Press a person to open their record.
To have something sent, ask for it: "Text Sarah to confirm her appointment tomorrow at 10." The assistant shows a card with what it will send and to whom.
Check the card, then press Confirm to send it or Cancel to drop it. After Confirm the card shows what happened. After Cancel it says "Left it alone. Nothing was sent."
For bigger work, such as "Build me a funnel for a spring promotion" or "Make five photographs of my business", it shows a job card with the price. Tick I agree to the … fee and the AI cost. if asked, then press Run it. When it finishes, the card shows Done and a link to what was made.
To start again, press the New chat icon at the top of the panel. Press Escape or the cross to close it.

What happens next

What the assistant can do once the add-on is on:

Find someone in your contacts, and read their details, their last notes and their last messages.
Look something up in your knowledge base.
Show what is booked in the days ahead.
Add a new contact. This happens straight away, because it sends nothing to anybody.
Send a text, send an email, or write an email campaign and save it as a draft. These three always wait for you to press Confirm.

A confirm card is only valid for a short time. A job's fee is taken only when the job worked. A new page starts a new conversation unless a card is still waiting; switching business always does.

Owners and admins can confirm sends. Members can ask and look things up; changes and messages need an owner or an admin.

For agencies

Inside a client's account the assistant works on that client's records, and any charge comes from the wallet that pays for that client. A job card may say "Your agency's wallet cannot cover this yet" when the agency's wallet is empty.

For clients of an agency

The panel is named after your agency's product, and the assistant answers as that product. Your agency decides whether the add-on and AI are on for your account.

Troubleshooting

It answers how-to questions but will not look anything up or offer to send. The acting half is not available: the add-on is off, today's assistant actions are used up, or the wallet cannot pay for it. Open Settings › Billing & wallet and check Add-ons.

"AI is switched off for this account. Ask your account manager." Somebody who manages the account has switched AI off. It is a setting, not a fault. If you are a client of an agency, ask them.

"That request expired, so nothing was sent." You waited too long to confirm. Press Ask again on the card and confirm the new one.

"You no longer have permission to do that, so nothing was sent." Only owners and admins can confirm sends. Ask one of them, or ask them to change your role.

"This account has used all of today's assistant actions. It starts again tomorrow." Your plan has a daily ceiling on assistant actions. How-to answers still work.

Still stuck?

Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.

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