Developers
Ask AI assistant
The Ask AI button on every page opens an assistant that can do anything in the app for you, just by asking.
- It acts as you, so members can't use it to change settings they otherwise couldn't.
- Anything that rings someone or deletes something comes back as a Confirm button rather than running straight away.
- History lists your last 50 conversations; reopen or delete any of them.
- Click outside the panel to close it.
| Ask | What happens |
|---|---|
| "How did Mia do this week?" | Reads her calls and outcomes and sums them up. |
| "Add Jordan Lee, 0412 345 678, as a lead for Sam" | Adds the lead. |
| "Make Sam speak Vietnamese" | Changes the agent's language. |
| "Call Jordan now" | Asks you to confirm, then rings them. |
