Websites
The Assistant
Ask for a change in your own words. The assistant does it step by step, shows you each step, and keeps the conversation so you can carry on later.
The Assistant page
- 1New conversation.
- 2Every conversation, from the bubble or here. Rename or delete them.
- 3What the assistant did, step by step.
On the left are all your conversations, from the chat bubble or from here; click one to continue it. Each answer shows what the assistant did, step by step, with a tick for each step that worked.
What you can ask
| Area | For example |
|---|---|
| "Use our shared email address alex as Alex Rivera" · "Send my emails from hello@mg.mybusiness.com" · "Check my email domain" | |
| Phone | "Find me a local number in area code 415" · "Get me the number +1 415 555 0123" · "Forward my calls to +1 415 555 0142" · "Also ring +1 415 555 0143 when my number is called" · "Make my other number the default" |
| Voice AI | "Let a Voice AI agent called Ava answer the calls I miss" · "Let callers ask for a person at +1 415 555 0142, weekdays 9 to 5 New York time" |
| Websites | "Make Acme Coaching my default website" · "Move my website to the address acme-coaching" · "Put my website on www.mybusiness.com" · "Create a website for my workshops" |
| CRM | "How many contacts do I have?" · "Who came from Facebook this week?" · "What do we know about Sam Rivera?" · "Add a Budget field to contacts" · "Add a Proposal stage to my pipeline" · "Create a Properties record type with address and price" |
| Dashboard | "Put my open deals and today's appointments on the home screen" |
What it won't do
- It never asks for passwords or API keys in the chat. Connecting your own Mailgun or Twilio account is done in Settings, where keys are stored encrypted.
- It only buys a phone number you chose, and asks before removing anything.
- It changes your CRM's structure (fields, stages, record types, views), not the records themselves: it can look your contacts up (counts, search, one contact's details) but contacts and messages stay as they are. Someone who sees only their own contacts gets only theirs.
Undo
Changes to your CRM made by the assistant appear on the History page, where you can undo them.