Business assistant
The business assistant is a built-in AI chat interface for managing your business through natural language requests.
What the assistant can do
Section titled “What the assistant can do”The assistant has access to all your business data and can perform actions across every area:
| Category | Example requests |
|---|---|
| Scheduling | "Show me tomorrow's appointments", "Book John for a haircut at 3pm Friday" |
| Clients | "Find the client who called yesterday about pricing", "Create a new client for Sarah, 555-0123" |
| Services | "Add a new service called Deep Tissue Massage, 60 min, $90" |
| Staff | "Who's working this Saturday?", "Add a day off for Mark next Wednesday" |
| Analytics | "What's my revenue this week vs last week?", "How many bookings came from the website?" |
| Configuration | "Update our Friday hours to close at 6pm", "Change the booking page slug to 'downtown-salon'" |
| Products | "Add a product: Organic Shampoo, $24.99" |
| Calendar | "Cancel all appointments for next Monday — we're closed" |
How to access it
Section titled “How to access it”The assistant is accessible in two ways:
- Full page — Click Assistant in the sidebar for a dedicated chat view.
- Docked panel — Toggle the assistant panel from the header on any page.
Confirmable changes
Section titled “Confirmable changes”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.
Rich responses
Section titled “Rich responses”The assistant's responses can include clickable mentions of:
- Staff — Click to see staff details
- Services — Click to see service configuration
- Assets — Click to see asset info
- Clients — Click to see client profile
- Products — Click to see product details
Conversation history
Section titled “Conversation history”Your past conversations are saved in the sidebar. You can:
- Browse previous chats
- Continue an old conversation
- Start a new conversation
- Delete conversations you no longer need
Daily message limit
Section titled “Daily message limit”Each plan has a daily message cap that resets at midnight UTC:
| Plan | Messages per day |
|---|---|
| Trial | 500 |
| Basic | 150 |
| Plus | 300 |
| Premium | 500 |
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.