Turn on the AI assistant add-on

Let the assistant in the top bar find people, read records and prepare texts, emails and campaigns, and see how many of this month's actions you have used.

BusinessTeam memberAgencyWhite labelAgency clientWho can do it: owner, admin

Out of the box the assistant answers how-to questions. The AI assistant add-on lets it act in your account as well: find a customer, read their last messages, prepare a text or an email, or draft a campaign. It always asks before it sends anything.

Before you start

You are an owner or an admin of the business.
Money in your wallet, unless your plan includes the add-on. A monthly add-on renews from the wallet (see Top up your wallet and read your transactions).

Steps

Open Settings › Billing & wallet.
Scroll to the Add-ons card.
If you see a row for AI assistant with a button that starts Add for and shows a monthly price, press it. The price on the button is the price for your account. A message confirms it was added.
The AI assistant row now has a switch. Turn it on. A message says "The assistant is on."
Read the line under the switch. It shows the price ("Included in your plan." or the monthly price) and how many actions you have used, for example "48 of 300 actions used this month."
Press Ask AI in the top bar and ask "What can I do?" to check it. The answer now lists finding contacts, reading records, sending texts and emails and drafting campaigns.

What happens next

Each thing the assistant does for you counts as an action. The monthly allowance resets each month. Once it is used, the line under the switch says "The actions included this month are used. Anything more comes out of your wallet as you go." Extra actions are charged like any other AI work.

There is also a daily ceiling on actions, set by your plan: 50 a day on Launch, 200 on Unlimited and 1,000 on Resell. When it is reached, the assistant still answers how-to questions and picks up again the next day.

Only owners and admins can confirm a text, an email or a draft campaign the assistant prepares. Members can still use it to ask questions and look things up.

To stop paying for it, press Cancel on the add-on in the same card. It stays on until the end of the month you paid for. To pause it without cancelling, turn the switch off.

For agencies

On the Resell plan the add-on is included for your own account. For clients, you set what they pay for it under Reselling › Usage (the AI assistant row), or cover it for them. See Resell usage to your clients at your own price.

For clients of an agency

The price on the button is the one that applies to your account, which your agency may set. If there is no AI assistant row at all, or the switch is refused, ask your agency: they decide whether it is available on your plan.

Troubleshooting

There is no AI assistant row in Add-ons. Either your plan has nothing to add, or the add-on is not offered on it. If the row with the switch is missing too, contact whoever manages your account.

"The assistant is not part of this account right now. Add it under Settings and Billing." The add-on was cancelled or never added. Add it again from Add-ons.

"The assistant is switched off for this account. Ask your account manager." The switch is off. Turn it on in Add-ons, or, if you cannot see the switch, ask whoever manages the account.

"This account cannot spend on the assistant right now." The wallet that pays for it is empty. Top it up, or ask your agency if they pay for your usage.

The switch will not turn on and a message says why. The message is the reason, word for word: usually no money in the wallet to add the add-on. Top up and try again.

It stopped acting in the afternoon and started again the next morning. You reached the daily ceiling for your plan. That is expected.

Still stuck?

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

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