What you can ask the Assistant to do
A reference of the task areas the AI Assistant covers, with example requests for each, the actions that need your approval, and the things it leaves to you.
6 min readLast updated Sep 30, 2026
The Assistant can read and change most of what you manage in the dashboard. This page lists the areas it covers with requests you can copy. Write them in your own words; the Assistant asks when something is unclear.
Products, checkouts and prices
| Area | What it can do | Example request |
|---|---|---|
| Products | Create a product, edit its name, description and cover images, set up plans, change its status. | "Create a course about food photography for beginners." |
| Checkouts | Create, duplicate and edit checkouts, write the offer description, set what happens after purchase. | "Write a sales description for this checkout and save it." |
| Prices | Add a price, change amount, access period, sale dates, payment methods and visibility, reorder prices. | "Add a price of 59 PLN per month to this checkout." |
| Order bumps and OTO | Create an order bump or a one-time offer and attach it to a checkout. | "Suggest an order bump for my checkout." |
| Discount codes | List, create, edit and archive codes. | "Create a 20% code for this product, valid until Sunday." |
| Abandoned checkouts | Preview and send the recovery email for an abandoned checkout. | "Show me the recovery email for yesterday's abandoned checkout." |
Content
| Area | What it can do | Example request |
|---|---|---|
| Courses | Build an outline, add modules and lessons, write lesson text, reorder, publish or hide lessons. | "Add a module about lighting with four lessons." |
| Quizzes | Add, edit and reorder questions, change quiz settings. | "Add a five-question quiz to this lesson." |
| Lesson video | Read a transcript, propose chapters and key moments for a lesson video. | "Suggest chapters for the video in lesson 3." |
| Downloads and knowledge bases | Edit the file list of a download product; create, edit and organize knowledge base articles. | "Draft an article about the refund policy." |
| Newsletters | List issues, draft and publish an issue, hide or show an issue, change the access strategy. | "List the issues in my newsletter, including hidden ones." |
| Media library | List media, create and rename folders, move and rename items, generate an image, start a video transcription. | "Move this video to the folder Webinars." |
| Certificates | List, issue, revoke and resend certificates; create and edit simple certificate templates. | "Issue a certificate for this course to anna@example.com." |
Clients and sales
| Area | What it can do | Example request |
|---|---|---|
| Clients | Find a client, add a client, edit details, notes and tags, change a client's email address. | "Who are my top customers?" |
| Access | Grant or revoke access to a product, change the access period, cancel a client's subscription. | "Give anna@example.com access to the course for a year." |
| Subscriptions | List failed payments, upcoming renewals and ending subscriptions; retry a failed payment. | "Which subscription payments failed this week?" |
| Orders | Find and read orders, approve or reject a bank-transfer order. | "Show me today's orders." |
| Reports | Sales, recurring revenue, funnel and traffic reports, product statistics, course progress. | "How are my sales this week?" |
| Messages to one client | Read and reply to direct messages, draft and send a one-off email to a client. | "Which customers are waiting for a reply from me?" |
Marketing, pages and email
| Area | What it can do | Example request |
|---|---|---|
| Pages | Generate a page, edit it, review its design, restore an earlier version, publish it, make it your home page. | "Generate a sales page for this product." |
| Funnels | Create a funnel from a template or from existing pages, read its results, switch it on or off. | "Build a lead magnet funnel for my free e-book." |
| Automations | List and inspect automations and their runs, create a welcome email, edit an email step or a delay, publish. | "Set up a welcome email for new customers." |
| Email templates | Create and edit reusable email templates and the emails Zanfia sends to your clients. | "Make the purchase confirmation email sound warmer." |
| Email campaigns | Prepare a campaign draft, where email campaigns are available on your account. It never sends a campaign. | "Draft a broadcast about the new course." |
| Signup forms, testimonials | Create and edit signup forms, read submissions, manage testimonials and ask a client for one. | "Create a signup form for my webinar waiting list." |
| Your site | Read and change site settings, colors, storefront layout and legal documents; check why a domain does not work. | "Why is my domain not working?" |
Community
Posts, comments, chat messages, events, members, roles and settings are covered in Run your community and content with the Assistant.
Account and research
| Area | What it can do | Example request |
|---|---|---|
| Your account | Read your plan, AI credits, connected payment gateways and integrations; change the account name and time zone. | "How many AI credits do I have left?" |
| Team | List members and invitations, invite a member, change roles. | "Invite kasia@example.com to my team." |
| Brand | Read a website to build a brand profile (colors, tone), create and edit brand profiles. | "Read my website and set up my brand." |
| The web | Read a public web page or social profile you point it to, and search the web. | "Read this page and turn the offer into a product." |
| Zanfia support | File a request to the Zanfia team for you and check the status of your requests. | "Report this to the Zanfia team." |
| Navigation | Open the right screen for a product, checkout, page, lesson or community section. | "Take me to the settings of this checkout." |
Actions that need your approval
These never run on the Assistant's word alone. Each one shows a card titled Action requires your approval with Approve and Reject:
| Area | Approval required for |
|---|---|
| Products | Publishing, hiding, archiving or returning a product to draft. |
| Checkouts | Publishing or unpublishing a checkout; changing an existing price (amount, visibility, dates, access, payment methods). |
| Courses | Publishing, hiding or unpublishing lessons and modules; deleting draft lessons; deleting quiz questions. |
| Pages | Publishing or unpublishing a page, making it the home page, switching on a page's emails, putting your site online or offline. |
| Clients | Revoking access for many clients, canceling a subscription, retrying a failed payment, sending an email to a client. |
| Automations | Publishing an automation, changing an email, a delay, a webhook address or a price condition in a running automation. |
| Marketing | Subscribing or unsubscribing many clients from marketing emails or SMS; switching on a webhook. |
How the card works is described in Approve the Assistant's actions.
What it leaves to you
- Permanent deletion. Apart from draft lessons and quiz questions (with your approval), the Assistant does not delete things. It hides, archives, unpublishes or disables instead, and tells you where the delete button is.
- Sending to many people. Campaigns are sent by you from the dashboard. There are no mass direct messages from the chat.
- Connecting services. Payment gateways, email and invoicing integrations, social accounts and custom domains are connected by you; the Assistant explains the steps and opens the screen.
- Files. It cannot upload a file or create a PDF. It can write the text for you to paste.
- Features marked Coming soon. If a module is not yet open on your account, the Assistant cannot operate it either.
Good to know
What the Assistant can do also depends on who is asking. A team member gets the same access in the chat as in the dashboard: without permission to see clients or reports, the Assistant will not list clients or revenue for them. The account owner has no such limits.
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