Where you’ll find it
The assistant is docked on the right of almost every screen — the dashboard, an agent’s settings, the leads list, a lead’s page. Open or collapse it any time from the panel header. It is not available on two screens that have their own dedicated tools:| Not the assistant | What it is instead |
|---|---|
| Create-agent wizard | A separate guided flow for building a brand-new agent from scratch. |
| Playground | A simulator where you test conversations as if you were a lead. See Playground. |
Only you (the operator) talk to the assistant. It never messages your leads — that’s your agent’s job.
What it can do
Edit your agent
Change any setting in plain language and confirm it from a before/after card.
Debug a lead
Attach a lead and ask why your agent behaved the way it did — then fix it.
Chat history
Reopen any of your past conversations, or start a new one.
Ask about your data
Get live metrics and counts: leads, follow-ups, conversion, pipeline.
Ask about your data
The assistant answers questions about your numbers in real time — no report builder needed. For example:- “How many leads do I have, and how many are still uncontacted?”
- “Which leads need follow-up right now?”
- “How is my conversion, and where are leads dropping in the pipeline?”
Quick suggestions
When a chat is empty, the assistant shows a few one-tap prompts to get you started — things like How many uncontacted leads do I have?, What can I improve in my agent?, and How is my conversion?. They adapt to context: open a lead and you’ll see debugging prompts instead.Next steps
Edit your agent
Make your first change by chat.
Debug a lead
Find out why your agent did something.