AI Setup Assistant
Use the built-in AI chat assistant to get help, answer questions, and change your dashboard settings by just typing what you need.
Overview
Every page in the dashboard has a floating AI Setup Assistant — a chat bubble in the bottom-right corner of your screen. You can open it at any time to ask questions, get explanations, or tell it to change settings for you.
The assistant understands plain English. You do not need to know where a setting is or what it is called — just describe what you want and the assistant handles it.
The setup assistant is available on every dashboard 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 assistant reads your current page and gives context-aware answers.
Read your settings
Ask the assistant 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 assistant 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 assistant 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 assistant 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 AI uses it |
| "What is my current business name?" | Reads the saved business name from your settings |
| "What is the difference between business hours and AI 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
On several pages, the assistant can make changes directly. Tell it what you want in plain language — the assistant will prepare the change, show you a confirmation, and only apply it when you approve.
Business info and instructions
These examples work on the Business Info and Instructions page:
| What you type | What it does |
|---|---|
| "Change my business name to Joe's Pizzeria" | Updates the Business Name field |
| "Set our phone number to 503-555-0100" | Updates the Business Phone field |
| "Update the address to 123 Main St, Portland OR" | Updates the Business Address field |
| What you type | What it does |
|---|---|
| "Add a note that we don't deliver after 9pm" | Appends to the Special Instructions field |
| "Change the main menu text to say 'Press 1 for orders, Press 2 for reservations'" | Updates the Main Menu field |
| "Clear the special menu content" | Clears the Special Menu field |
| What you type | What it does |
|---|---|
| "Save my changes" | Clicks the Save button |
| "Discard my changes" | Clicks the Clear/Cancel button and reverts unsaved edits |
Hours and availability
These examples work on the Hours and Availability page:
| What you type | What it does |
|---|---|
| "Set Monday hours to 9am to 9pm" | Updates Monday's open/close time |
| "Close Sunday" | Marks Sunday as closed |
| "Set Monday through Friday to 10am-8pm" | Updates all five weekdays at once |
| "Open at 8am on Saturday" | Adjusts only the Saturday opening time |
| What you type | What it does |
|---|---|
| "Close this Christmas" | Marks December 25 as closed |
| "Set tomorrow to 11am to 3pm" | Adds a one-day override for tomorrow |
| "Mark April 10 as closed" | Adds a closure override for that date |
| What you type | What it does |
|---|---|
| "Set the time zone to Pacific" | Changes the configured time zone |
| "Use 12-hour time format" | Switches the time display format |
| "Set AI hours to 24 hours" | Enables the AI to answer calls around the clock |
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 Portland/Oregon 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
On some pages, the assistant can walk you through a process step by step. While it walks you through, a highlight overlay appears on the relevant part of the screen so you know exactly where to look or click.
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"
The overlay dims the rest of the screen and draws attention to the specific control or section being discussed. You can dismiss it at any time.
Navigating to pages
You can ask the assistant 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 |
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 assistant 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 overwriting something accidentally.
Use Save and Discard by voice
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.
What the assistant cannot do
The assistant works within the dashboard settings it has access to. It cannot:
- Place or receive actual customer phone calls
- Add new phone numbers to your account (you must connect a number through the Call Forwarding page yourself)
- Process payments or manage your Stripe subscription directly
- Access call recordings or order history
- Make changes outside the areas described above — for anything else, use the relevant dashboard page directly or contact support
For urgent issues or things the assistant cannot handle, see Profile and Account for support contact details.
Last updated 1 week ago
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