Assistant (⌘J)

What it is for

A chat with the AI for you, never for customers. It shows where things are in the menu, explains why the AI did not reply to someone, summarizes the day and prepares changes for you to confirm.

Before you start

• An AI turned on under AI (without one, the Assistant answers with the local help only).
• To understand images, a vision model in AI › AI connection › Audio, image and video.

Step by step

1. Open it with ⌘J (Ctrl+J on Windows) or the button in the corner of the screen.
2. Pick a suggestion or type your question and press Enter.
3. If it proposes an action, check the preview on the card.
4. Click Confirm (or Not now). Nothing changes until you confirm.

All the actions

Ask about the app

Example: "How do I set up appointment confirmation?". It answers with the menu path and a link to the screen.

Why the AI did not reply

Example: "Why didn't the AI answer Ana Ribeiro?". It checks paused service, a person handling it, the queue, a personal contact, a safety rule or a pending approval and suggests the fix.

Summarize the day

"Summarize the day": conversations, messages and pending items.

Prepare actions

Turns areas on, creates a quick message, automation or flow, adjusts appointment confirmation and Safe sending. Example: "Create a quick reply with our opening hours".

Reply draft

"Suggest a reply for this customer" puts the text in the Inbox field. It never sends it.

Chats

The Chats button lists earlier ones; New chat starts another; you can delete them.

Choose the AI

Default AI (failover) or a specific AI.

Attach an image or audio

Paste, drag or use the paperclip; record audio with the microphone. A few attachments per message.

Export conversation (.md)

Saves the chat to a file.

Shortcuts

• ⌘J opens and closes; Enter sends; Shift+Enter adds a line.

Common problems

"No AI connected". Use Connect an AI and pick a provider.

It refused my request. It does not send messages to customers, delete data or touch passwords, keys or the license.

See also

• Getting started
• Inbox
• Messages