Do you wish you had an assistant who could lead you in improving your customers’ experience? Look no further than the top side of your right-hand corner, where you’ll find the Ask AI option.

Navigating the Ask AI Window #

At the top, you’ll find the option to maximize or close the chat window. If you’ve used it before, you can access your Chat History by clicking the drop-down menu.

The Ask AI tool combines smart AI capabilities with your Agency’s context to guide your next steps. You can select one of the prompts or send a message to start the conversation.

Once you’ve started the chat, the bot will guide you with questions to define your intent until it gives you an output you can work with. Use the thumb icons to rate the output or the two-square icon to copy it.

Availability #

Currently, Ask AI is only available to Agency Admins and the Sub-accounts on the Unlimited AI Employee Plan. We hope you enjoy using it to simplify your business management.

Frequently Asked Questions #

Where do I find the Ask AI option? #

Ask AI is located at the top of the right-hand corner of your dashboard. From there you can maximize or close the chat window.

Who can use Ask AI? #

Ask AI is currently available to Agency Admins and to sub-accounts on the Unlimited AI Employee Plan.

How do I start a conversation with Ask AI? #

Select one of the suggested prompts or send a message directly. The bot then guides you with questions to define your intent until it produces a usable output.

Can I view my past Ask AI conversations? #

Yes. If you have used Ask AI before, click the drop-down menu to access your Chat History.

How do I copy or rate an Ask AI response? #

Use the thumb icons to rate the output and the two-square (copy) icon to copy the response.

What makes Ask AI’s answers relevant to my business? #

Ask AI combines smart AI capabilities with your Agency’s context, so its guidance is tailored to your account rather than generic.