AI agent and Magic Box overview
What the AI agent and the Magic Box do, where you find them in the dashboard, what the agent can and cannot do on its own, and which actions use AI credits.
Zanfia has two AI tools built into the dashboard. The AI Agent is a chat that knows your account and does the work with you: it reads your products, sales and clients, and it can create and change things when you ask. The Magic Box is a single text box that turns a one-sentence idea into a drafted product.
Two tools, two jobs
| Tool | What it is | Use it when |
|---|---|---|
| AI Agent | A chat available on every screen of the dashboard. | You want something done or explained: a price added, a lesson drafted, a sales question answered. |
| Magic Box | The idea box on the product creation screens. | You want a new product built from a short description, a website or a few keywords. |
The two work together. After the Magic Box builds a product, the agent opens on the new product with Your draft is ready! ✨ and suggests the next step.
Where the agent lives
| Entry point | Where |
|---|---|
| The floating pill with the agent's avatar and a short question such as Got a task for me? | Bottom center of almost every dashboard screen. Click it or press the / key. |
| Agents → AI Agent in the sidebar (it reads Talk to [name] once the agent has a name) | The full-page chat at /assistant, with your conversation history on the left. |
| The Agent tab on the Dashboard | /dashboard?view=assistant. |
| The first card in Agents → My team | /agents. Click the card to chat, or the gear on it to personalize the agent. |
The pill is hidden where the chat is already open (the full-page chat and the Agent tab) and in the page editor, which has the same agent in its own side panel.
What the agent can do
The agent works on your real data, not on general advice alone. It can look things up (products, checkouts, orders, clients, reports, community posts), create and edit (products, checkouts and prices, discount codes, course lessons and quizzes, pages, automations, community posts), and take you to the right screen. The full list with example requests is in What you can ask the agent to do.
Three rules keep you in control:
- Risky changes wait for you. Anything customers would notice, such as publishing a checkout or changing a price, appears as a card titled Action requires your approval. Nothing happens until you click Approve. See Approve the agent's actions.
- It asks before it posts or sends. Messages to your community or to a client are shown to you word for word first, with quick-reply buttons to confirm.
- It respects team roles. A team member talking to the agent gets only what their role allows in the dashboard. Someone without access to clients cannot get the client list through the chat.
What the agent does not do
- It does not permanently delete products, checkouts, prices, channels, roles, newsletter issues or messages. Where a reversible option exists (hide, archive, unpublish, disable), it offers that instead.
- It does not send email campaigns. It can prepare a draft; you review and send it yourself.
- It does not send one message to all your clients at once.
- It does not upload files or connect integrations, payment gateways and custom domains for you. It explains the steps and opens the right screen.
- Features shown as Coming soon in your menu are not available through the agent either.
What uses AI credits
Every AI action draws from your account's AI credits: chatting with the agent, building a product with the Magic Box, generating ideas from a website, generating pages and images, and voice dictation. Video transcription has its own pool of minutes. Where to see the balance and what happens when it reaches zero is in AI credits.
Hiring agents
From the Growth plan (also during the free trial) you can hire the Community Expert: in Agents → My team click the Recruit your agent card. The Expert answers your community members from your courses, knowledge bases and the videos in your posts, one expert per community. How many agents you can hire depends on the plan: Growth 2, Pro 5, Scale unlimited. The other roles (Community Animator, copywriter, analyst, marketer, finance) are marked as coming soon. On the Starter plan the recruit page shows a note about the Growth plan. The whole setup is in Hire the Community Expert.
Related AI features in other categories
- Generating a product cover: Product cover image.
- Generating landing pages and sales pages with AI: Generate a page with AI.
- AI tools for lessons, transcripts and the course tutor: AI tools in the course editor.
- Buying credit packs and extra storage: Buy AI credits, transcription minutes and storage.
Articles in this category
- Chat with the agent: open it, send requests by text, voice or screenshot, and find old conversations.
- What you can ask the agent to do: task areas with example requests.
- Approve the agent's actions: the approval card and how your unsaved edits are protected.
- Run your community and content with the agent: posts, members, newsletter issues, media and client messages.
- Hire the Community Expert: the AI agent that answers your community members, its knowledge, modes, limits and e-mails.
- Personalize the agent: name, avatar, Brand Book, preferences and memory.
- Report a problem: send a report to the Zanfia team from the chat.
- Build a product with the Magic Box: ideas, websites and keywords as a starting point.
- AI credits: what uses them, where the balance is, what happens at zero.
- Troubleshooting the AI agent: the most common problems, with causes and fixes.
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