Chat with the Assistant
Open the AI Assistant from any screen, send a request by text, voice or screenshot, follow its progress, and return to earlier conversations.
The Assistant is a chat that follows you around the dashboard. When you finish this page you will know how to open it, how to phrase a request, what the progress indicators mean, and where your past conversations are kept.
Open the Assistant
Click the floating pill at the bottom center of the screen (it shows the Assistant's avatar and a
short question such as Got a task for me? or What needs doing?), or press the / key when
no text field is focused. A chat panel opens above the pill. Press Esc or click outside the
panel to close it; the conversation stays where you left it.
Read the greeting and the suggestions
The first time, the Assistant introduces itself, for example Hi, I'm Mia., with the line What are we working on today? below. Later the heading is a work question only. Under the heading there are four suggestion buttons. Two of them follow the screen you are on: on a product you get suggestions such as Polish this product's description, on Transactions you get How are my sales this week? and Which product sells best?. Clicking a suggestion puts its text into the message box; it is not sent until you send it.
Send your request
Type in the box Ask anything… and press Enter (use Shift + Enter for a new line). One
message can hold up to 8,000 characters. Say what you want in plain words, in English or Polish:
"Add a price of 59 PLN per month to this checkout", "What should I focus on this week?". When you
are on a product, a page or a checkout, "this product" and "this checkout" mean the one on screen,
so you do not have to name it.
Talk instead of typing
Click the microphone in the message box, or press Tab, and speak. Your words appear in the box
as you talk. Press Tab or Enter to stop and keep the text, or Esc to cancel. The caption
Listening shows the dictation language (English or Polish); click the language to switch it.
Dictation only fills the box, so you can still edit the text before sending.
Attach a screenshot
Click the paperclip (Attach an image (you can also paste or drop one)), paste an image from the clipboard, or drop a file onto the box. You can attach up to 4 images per message (JPEG, PNG, GIF or WebP, up to 10 MB each). The Assistant reads what is in the picture, which is the fastest way to show it an error message or a layout problem.
Follow the progress
While the Assistant thinks, the reply bubble shows Thinking…, and on longer waits the label changes to lines such as Connecting the dots… or Double-checking…. When it works on your account, small chips appear under the reply, one per step: Checking your data…, Adding the price…. Each chip turns into a green check with the finished wording (Data checked, Price added) and stays visible until your next message. To interrupt a reply, click the square Stop button that replaces the send button.
Answer its questions with one click
When the Assistant needs a decision from you, it offers quick-reply buttons under its message (for example Yes / Not yet). Clicking one sends that answer as your next message. Actions that affect customers come as an approval card instead; see Approve the Assistant's actions.
The panel header
| Button | What it does |
|---|---|
| New chat (plus icon) | Starts an empty conversation. The previous one is kept in the history. |
| Conversation history | Lists your earlier conversations; click one to continue it. |
| Assistant settings | Opens name, avatar, Brand Book, preferences and memory. |
| Open full view | Opens the same conversation as a full page at /assistant, also while a reply is in progress. |
The full-page chat
Agents → AI Assistant in the sidebar opens /assistant. The left column holds the New chat button and your conversations grouped under Today, Yesterday, Previous 7 days and Older. The bin icon on a conversation deletes it; Delete this conversation? asks for confirmation first. The header adds two icons on the right: a flag (Report a problem) and a gear (Assistant settings). Each conversation has its own address (/assistant/<id>), and conversations are private to the person who started them.
When the Assistant moves you to another screen
After creating or changing something the Assistant often opens the matching screen, so you see the result. The conversation continues in the floating panel there. If you would rather stay where you are, turn off Auto-navigate when the assistant suggests a page in the settings; you then get a Suggested page notice instead.
Good to know
The small number with a lightning icon next to the send button is your remaining AI credits; clicking it opens Settings → Billing. If a reply stops with This reply didn't complete because of an error., ask again; the note tells you whether anything was changed before it stopped. The assistant is busy right now. Please try again in a moment. comes with a Retry button that sends your last message again.
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