Plus plan
Telling the AI Assistant What to Do
Turn the reply box around and instruct the assistant — write this, change that, book her in for Thursday. It prepares; you send.
The assistant does not only wait for clients. In any conversation you can turn the reply box around and tell it what you want, in your own words.
Turning the Reply Box Around
At the bottom of any client conversation, next to the reply box, is a switch labelled Tell the assistant what to write instead.
Flip it and the box changes: instead of typing the message your client receives, you type an instruction to the assistant. The placeholder changes to Tell the assistant what to write…, and the send button becomes Ask the assistant to write this.
Type something like:
- "Offer her Thursday or Friday afternoon."
- "Tell him we're fully booked this week but Monday is open."
- "Move her to the same time next week."
The assistant reads your instruction, checks your real calendar, services and hours, and comes back with a prepared reply — and, where you asked for one, a prepared action such as a booking or a reschedule.
Changing a Draft It Already Wrote
When the assistant has a suggestion waiting for you, the same idea applies to that draft. On the suggestion, use Ask the assistant to change this reply, then say what to change:
- "Warmer, and mention the parking."
- "Offer the 4pm as well."
- "Don't book yet — just ask which day suits."
The send button reads Send guidance to the assistant. It re-thinks and replaces the draft with a new one, rather than editing around the edges. You can also just edit the wording yourself in the box — guidance is for when you want the assistant to reconsider, not for a typo.
Nothing You Ask For Sends Itself
This is the part worth knowing.
Anything the assistant prepares because you asked always waits for your approval — even if your automation level is Full auto. Full auto governs what it does with incoming client messages. It never lowers the bar on something you initiated: you look at the result and press send.
So instructing the assistant is always safe to try. The worst outcome is a draft you reject.
When It Can't
- Your AI allowance is spent. The assistant tells you rather than failing quietly. Your conversations are unaffected — you reply yourself until the allowance resets.
- A suggestion is already waiting and you didn't reference it. Rather than silently replacing work you haven't dealt with, it words your reply instead of starting a new proposal.
- Very long instructions are shortened rather than rejected. Keep them to a sentence or two — it reads them better anyway.
Common Mistakes
- Typing the client's message into the instruction box. With the switch on, what you type goes to the assistant, not to your client. The placeholder tells you which mode you're in.
- Expecting it to send immediately. It prepares; you approve. That is true at every automation level.
- Using guidance for a typo. Edit the draft directly — guidance makes it re-think the whole reply.