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" Rolling out |
| Websites | "Make Acme Coaching my default website" Rolling out · "Move my website to the address acme-coaching" · "Put my website on www.mybusiness.com" · "Create a website for my workshops" |
| CRM | "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: contacts and messages stay as they are.
Undo
Changes to your CRM made by the assistant appear on the History page, where you can undo them.