AI Assistant Overview
Your private co-pilot for running AlonChat — ask questions, get pointed to the right page, and let it handle tasks for you.
AI Assistant Overview#
The AI Assistant is your private co-pilot for running AlonChat. It's the helper you chat with to get answers about the product, jump to the right settings page, pull quick numbers, and — when you allow it — make changes for you. Find it in your agent's sidebar under AI Assistant, or open it anywhere via the bot icon in the top bar.
This is not your customer chatbot. The AI Assistant works for you, the owner. The customer-facing agent is configured under Agent Studio → Guidance. The two are independent.
What It Can Do#
- Answer "how do I…" questions about AlonChat features and setup
- Point you to the right page with one-tap navigation buttons
- Pull quick insights — "How many leads today?", "Show unanswered questions"
- Take actions for you — add a Q&A, update a promo, draft a reply — within the limits you set
- Remember context so you don't repeat yourself
- Suggest improvements and hold pending changes until you approve them
How It Works#
When you ask the assistant something, it figures out what kind of help you need:
- Product help — for "how do I…" questions, it searches the AlonChat documentation and answers from them, with a button to the relevant page when there is one.
- Navigation — when you ask where something is, it matches your question to the right dashboard page and gives you a direct link.
- Tasks — when you ask it to do something, it runs the action using its tools — but only within the permissions you've granted. Anything sensitive asks you to confirm first.
Sidebar Sections#
| Section | What it's for |
|---|---|
| New chat | Start a fresh conversation with the assistant |
| Improvements | Suggested product improvements for this agent |
| Pending changes | Design or setup changes waiting for your review |
| Scheduled | Scheduled summaries and reports to your team channels |
| History | Past chats with the assistant |
| Settings | Assistant, Memory, Advanced (access & safety), and Appearance |
The Assistant Panel#
Click the bot icon in the top bar to slide open the assistant panel from anywhere in the dashboard:
- Chat with the assistant for help and tasks
- Browse recent conversations
- Jump into pending work when something needs your decision
Identity & Personality#
Under Settings → Assistant, you can shape how the assistant communicates with you:
- Name — what you call it
- Personality & tone — how formal or casual it is
- Language — match your market's style, including Taglish
- Emoji — how much (or little) it uses
You can also enable or disable the assistant entirely here.
Memory#
The assistant can remember useful context — business facts, decisions you've made, corrections, and standing instructions — so its help gets more tailored over time. Open Settings → Memory to review, pin, edit, or remove what it has stored. Memory is only used to help you; it's separate from your customer chatbot's knowledge sources.
Team Alerts & Scheduled Reports#
Staff and owner alerts (including Telegram team notifications) live under Settings → Team Channels on the agent — not under a separate AI Assistant "Channels" page.
Use Scheduled in the AI Assistant sidebar for automated summaries and custom reports delivered to your chosen team channel.
Permissions#
Control what the assistant can see and change under Settings → Advanced (Access & safety). See Permissions & Access.