Get help: the assistant and support

Ask the assistant how to do something, let it do small jobs for you, and reach a person when you need one.

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

The quickest help is the assistant in the top bar. Ask it how to do anything and it answers in plain words, with a link to the page where it is done. With the assistant add-on it can also do small jobs for you, always asking before it sends anything.

Before you start

Nothing, to ask questions.
To let it act for you (find a contact, draft a message, set up a task), the AI assistant must be on under Settings › Billing & wallet › Add-ons. See Buy an add-on.

Steps

Ask a question

Press Ask AI in the top bar. You can also press Ctrl+K (Cmd+K on a Mac) from anywhere, as long as you are not typing in a box.
The panel opens on the right. It says which page you are on and offers a few questions that fit it, plus What can I do?. Press one, or type your own question in the box at the bottom.
Press Enter to send. Shift+Enter starts a new line.
Read the answer. Links in it take you to the right page. Suggested follow-up questions appear under the last answer.
Press the new-chat icon at the top of the panel to start again, or the cross (or Esc) to close it.

Moving to another page starts a fresh conversation, unless an answer is still coming or something is waiting for you to confirm.

Let it do something for you

Ask in plain words: "Find Jane Morgan", "Draft a follow-up to everyone who booked last week", "Remind me to call the Bristol supplier on Friday".
When it wants to send or save something, it shows a card with the details and two buttons.
Read the card, then press Confirm to go ahead or Cancel to leave it. After Cancel it says "Left it alone. Nothing was sent."

Reach a person

If you are a client of an agency: the footer of your sign-in page shows your agency's support email and help link, if they have set them. Your agency is your first contact for everything, including billing.
Otherwise: use the contact details on the website where you signed up. See Tell support about a problem for what to include so it can be fixed on the first reply.

What happens next

Answers are counted as AI use on your account, like other AI features. With the assistant add-on, each action it takes counts towards the month's allowance shown under Settings › Billing & wallet; past the allowance, actions are paid from your wallet.

For agencies

The assistant answers in your brand's name inside client accounts. You decide whether each client has AI at all, and their monthly AI limit, under Reselling, on the AI tab.

For clients of an agency

The panel carries your agency's product name. If it says AI is switched off for your account, that is your agency's setting; ask them.

Troubleshooting

It says "AI is switched off for this account. Ask your account manager." Whoever manages your account has turned AI off. Only they can turn it back on.

It answers questions but won't do anything, or says "The assistant is not part of this account right now." The acting part needs the AI assistant add-on. An owner or admin can add it and switch it on under Settings › Billing & wallet.

"This account has used all of its assistant actions for today. It starts again tomorrow." Each plan has a daily ceiling on assistant actions. Questions still work; actions start again the next day.

"This account cannot spend on the assistant right now." The wallet that pays for it is empty. Top up under Settings › Billing & wallet.

It says "Only an owner or an admin of this account can do that." Some actions need an owner or admin to confirm them. Ask one of them, or ask for your role to change.

It says "That has expired. Ask again and confirm it while it is fresh." A card was left too long before you confirmed. Press Ask again, then confirm the new card.

Ctrl+K does nothing. It is ignored while you type in a box or while another window is open. Press Ask AI instead.

It says "The assistant did not answer." Wait a moment and send again. If it keeps happening, check your wallet balance and see AI stopped working.

Still stuck?

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

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