Use AI Chatbot
The chatbot is not an ordinary chatbot but a very useful AI assistant and virtual setup guide. Programmed with complete knowledge of the setup process, it answers questions and directly updates your configuration simply by asking in plain text.
Overview
You can access the floating AI chat assistant from any setup page by clicking the chat bubble icon in the bottom-right corner of your screen.
The AI chat assistant communicates entirely in natural language. You don’t need to remember specific menu layouts or exact setting names—simply describe what you want to achieve, and the AI will take care of the rest.
The chatbot assistant is available on every setup page. Look for the chat bubble icon in the bottom-right corner of your screen.
What it can do
Answer questions
Ask anything about how the dashboard works, what a setting means, or how a feature behaves. The AI chatbot reads your current page and gives context-aware answers.
Read your settings
Ask the AI chatbot what your current settings are — business name, hours, time zone, instructions — and it will read them from the page and tell you.
Change settings
Tell the chatbot what you want to change, and it will fill in the fields, toggle switches, and update settings for you — then wait for your confirmation before saving.
Navigate and guide
Ask the chatbot to take you to any page, highlight a specific element on screen, or walk you through a multi-step process with on-screen guidance.
Asking questions
You can ask the chatbot anything about the dashboard or the phone assistant system. It is context-aware — it knows which page you are on and can answer more precisely.
Example questions:
| What you type | What happens |
|---|---|
| "What does the special instructions field do?" | Explains what the field is for and how the phone assistant uses it |
| "What is my current business name?" | Reads the saved business name from your settings |
| "What is the difference between business hours and phone assistant hours?" | Explains both concepts with examples |
| "Why am I not getting SMS notifications?" | Walks through common notification troubleshooting steps |
| "What is the minimum lead time for appointments?" | Reads your configured minimum lead time and explains it |
| "How do I add a second phone number for notifications?" | Explains the process step by step |
Changing settings
The AI chatbot can directly update certain configuration settings on your behalf. Simply state what you want to change in plain language. The assistant will stage the updates, display a confirmation preview, and apply the changes only after you grant approval. The following are some examples:
Business info and instructions
These examples work on the Business Info and Instructions page:
Hours and availability
These examples work on the Hours and Availability page:
Searching for a phone number
These examples work on the Call Forwarding and Phone page:
| What you type | What it does |
|---|---|
| "Find a number with area code 503" | Sets the search to 503 area code |
| "Search for a number in California" | Sets the search to California numbers |
| "Find a number near 503-555-0100" | Searches for numbers numerically close to that one |
Guided walkthroughs
In certain setup sections, the AI chatbot offers interactive, step-by-step walkthroughs. As it guides you through a process, a visual highlight overlay will dim the rest of the page and spotlight the exact element or control you need to interact with next. You can dismiss it at any time.
Example walkthrough requests:
-
"Walk me through connecting Square"
-
"Show me where to add a notification number"
-
"Guide me through setting up call forwarding"
-
"Help me find the transfer phone number setting"
Navigating to specific setup pages
You can ask the AI chatbot to take you anywhere in the dashboard without clicking through menus.
| What you type | What it does |
|---|---|
| "Take me to the billing page" | Navigates to Billing and Subscription |
| "Open the hours page" | Navigates to Hours and Availability |
| "Go to POS integrations" | Navigates to POS Integrations |
| "Show me the notifications settings" | Navigates to Notifications and Order Monitor |
If you have unsaved changes on the current page, the AI chatbot won't navigate away until you save or discard them — it will ask you to save the changes, discard them, or stay on the page first.
Tips for best results
Be specific about what you want to change
Instead of "fix my hours", say "set Tuesday to 9am to 8pm". The more specific you are, the less back-and-forth you will have.
Ask follow-ups in the same conversation
The AI chatbot remembers context within a conversation. After asking "what is my business name?", you can say "change it to The Corner Diner" without repeating yourself.
Let it read before you write
Before making changes, ask, "What are my current Monday hours?" so you know what is already set and avoid accidentally overwriting something.
Use Save and Discard by typing
After the assistant makes changes on a page, tell it "save my changes" or "discard that" to finalize or revert — just as you would by clicking the buttons manually.
Limitations of the AI chatbot
The AI chatbot can only modify the specific dashboard settings it has been granted access to. It cannot perform the following actions:
-
Place or receive live customer phone calls.
-
Add new forwarding phone numbers to your account (this must be completed manually via the Forwarding Phone page).
-
Process payments or manage your subscription directly.
-
Access call recordings or order history.
-
Make changes outside its designated setup areas. For these tasks, please navigate to the respective setup page or consult our documentation.
For issues beyond the assistant's capabilities, please visit the Profile and Account to find support contact details.