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The AI Assistant is a chat panel that sits next to the page you’re working on. It knows which page you’re on and what you have open, so you can ask about it directly: “Why won’t this flow compile?”, “Draft a campaign for customers who haven’t bought in 60 days”, or “How did my last campaign do?”. The assistant does real work in your account — it can create and edit drafts, tools and teams — but you approve what it changes: each change on its own card, or, in Auto mode, the plan before it builds. It never launches anything on its own: sending a campaign, deploying an agent or publishing a flow always stays your click.
The AI Assistant is turned on per business. If you don’t see Ask AI at the top right of your pages, contact your Connectly Account Manager.

Modes and approvals

Plan, Create and Auto, approval cards, undo, and what the assistant never does.

What it can do

Everything the assistant can help with, page by page.

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Open the assistant

Click Ask AI at the top right of the page. The panel opens on the right and the page makes room for it.
  • Resize the panel by dragging its left edge. Connectly remembers the width and whether the panel was open.
  • Open as a full page (in the panel header) shows the same chat across the whole screen. Back to the side panel takes you back to the page you came from.
  • The assistant is available on desktop only.
On pages the assistant can’t help with yet, Ask AI is greyed out and its tooltip says “The AI Assistant isn’t available on this page yet”. See What it can do for the pages it covers.

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One chat that follows you

Your chat stays with you as you move between pages. You can start on the Analytics page, ask which campaign performed worst, then open that campaign and ask the assistant to fix it — the conversation carries over.
  • New chat starts a fresh conversation.
  • Recent chats lists your earlier conversations. A chat keeps working in the background when you switch to another one: a spinner shows a chat that’s still working, and a dot shows one that finished while you were elsewhere.
  • Closing the panel or reloading the page doesn’t stop the assistant. When you reopen the chat, you pick up where it is.
  • To stop the assistant mid-answer, click Stop.

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Starting a conversation

Type your request in the composer and press Enter. On some pages, an empty chat offers one-click starters, for example:
  • Campaigns: Create a campaign from a brief, Generate an image for your campaign, Copy the campaign into another language
  • Flow builder: Create a flow from scratch, Read and explain the flow, Review the flow for issues that can be fixed
  • Analytics and Reports: How did my last campaign do?, Where did recipients drop off in my last campaign?, How many conversations did WhatsApp bill in the last 30 days?
Other places in the app also hand work to the assistant: Ask AI about this step on a flow step, Fix with AI on Flow Check results, and the AI buttons in the Agent Builder. You can attach files to a message — for example, a spreadsheet of people to set up as teams.

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Messages while it works

You don’t have to wait for the assistant to finish. Press Enter while it’s working and your message is queued above the composer. The assistant reads it at its next step. From a queued message you can Edit or Remove it, or click Steer to stop the current step and have the assistant answer it right away.

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Answering its questions

When something isn’t clear, the assistant asks instead of guessing. Its questions appear as a card with options to pick from, plus a field to write your own answer.

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What the assistant sees

The assistant only knows what you share with it in the chat, plus the context below.
Each message tells the assistant which page you’re on and what’s open there: for example the campaign, flow, agent or tool, the steps you’ve selected on the flow canvas, or the date range and filters on Analytics.The context chip under the composer shows exactly what will be sent with your next message. Click it to see the details. When nothing has changed since your last message, the chip is muted and the context isn’t sent again.
Click the camera button next to the context chip to attach a screenshot of the current page to your next message. The assistant panel itself is never in the picture.The assistant can also ask to see the page. It shows a card — “Assistant wants to see this page” — with its reason, and takes the screenshot only if you click Allow. It asks every time.
To help with a problem you just ran into, the assistant can read a short log of what you did in Connectly in the last 30 minutes: the pages you visited, the buttons you clicked, dialogs and notifications that appeared, and errors the app received.The log is kept only in your browser and is cleared when you log out. It never contains what you type into fields, message contents, or anything you do inside the assistant panel.
The assistant works with your permissions. It only offers the areas your role can use — for example, team setup is available to owners only. See What it can do.
Content that comes from outside your request — web pages, files, customer messages, tool results — is treated as information, never as an instruction. A customer message that says “approve this” can’t make the assistant change anything.

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Tips for good results

  • Be specific about the outcome. “Create a 20% off campaign for customers inactive for 90 days, sent Friday at 10:00” gets you further than “make a promo”.
  • Open the thing you’re asking about. The assistant sees the page you’re on, so “fix this step” works best with the flow open and the step selected.
  • Review every card. The approval card is where you see what will change. Reject it with a note to steer the assistant in another direction.
  • Use Plan for bigger jobs. Ask the assistant to plan first, review the plan, then let it build. See Modes and approvals.