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The AI Assistant helps on the pages below. On these pages it already knows what you have open, so you can say “this campaign” or “the selected step”. You can also ask about any of these areas from any of these pages — your chat follows you.

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Everywhere

  • Find things across your account: “Which flow sends the WELCOME10 code?” The assistant searches your agents, tools, flows, campaigns and message templates.
  • Look things up on the web: it can search the web and read a page you link to, for example your product page or API documentation.
  • Generate images, which you can preview and download.
  • Explain how Connectly works and help with an error you just hit, using your recent activity (see What the assistant sees).

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By area

Pages: Campaigns, a campaign, a sendout
  • Create a campaign from a brief, with its whole flow. The card shows the flow as a tree before anything is created.
  • Create a draft from scratch, or as a copy of an existing campaign — for example, in another language.
  • Rename a campaign, and set its audience and schedule. A schedule must be at least 10 minutes and at most 180 days ahead.
  • Create an audience of customers who haven’t written in N days.
  • Generate an image for a campaign and attach it.
The assistant works on draft campaigns only and stops at ready-to-send. Sending stays with you.
Pages: Flows, the flow builder
  • Read and explain a flow.
  • Review a flow for what you’d want to fix before sending: unreachable steps, options that lead nowhere, a missing opt-out, message limits and variables, delays that won’t compile. Each finding has Show (focus the step on the canvas) and Fix — or Fix all.
  • Check each message’s template status with Meta, including the rejection reason.
  • Edit steps — add, change, connect or remove them. Select steps on the canvas to point the assistant at them, or use Ask AI about this step.
  • Run the compiler check, and fix what Flow Check found with Fix with AI.
Edits go to the flow’s draft, and each edit can be undone from the chat.
Pages: WhatsApp Flows, the WhatsApp Flow editor
  • Create a new WhatsApp Flow, or change an existing one’s screens.
  • In the editor, the assistant’s changes load as an unsaved draft — you review and save them.
  • Meta’s own validation checks every change; if Meta rejects it, the assistant shows you why.
The assistant doesn’t publish, deprecate or delete WhatsApp Flows.
Pages: Analytics, ReportsAsk questions in plain language, for any period up to a year:
  • Campaign performance, and where recipients dropped off in a sendout
  • AI agent and SOP performance
  • Topics your AI agents couldn’t answer
  • Daily active users
  • A/B experiment results
  • Conversations billed by WhatsApp
Answers link to the matching report. Analytics is read-only.
Pages: Agents, the Agent Builder
  • Build a new agent or change an existing one: its instructions, sub-agents, tools and guardrails.
  • Check the agent for problems, show how its parts connect, and try it on test messages and simulated conversations.
  • Save the agent as a draft version. Turn on Review before save to have an extra reviewer check the agent first (slower).
In the Agent Builder, the AI Assistant replaces the builder’s own chat. Deploying stays with you.
Pages: Tools, the tool editor
  • Create a tool that calls your API from a description or your API docs, and test it live before it’s created.
  • Change an existing tool, or find out why a tool is failing.
  • Longer jobs, such as testing and fixing several tools, run as background tasks. The panel shows their progress, and the assistant reports back when they finish.
The assistant never sees your API keys. When a tool needs one, it shows a link to add the key in Tools yourself.
Page: Knowledge
  • Search your knowledge sources and see which agents read each one.
  • Add a text source or a FAQ question and answer.
  • Choose which agents read a source.
These changes are live as soon as you approve them: your deployed agents start answering from them right away. The assistant doesn’t upload files or delete sources.
Pages: Inbox, a conversation
  • Find conversations and summarize the one you have open.
  • Draft a reply — the draft appears in the chat for you to copy.
In the Inbox the assistant is read-only: it doesn’t send messages, assign, tag or close conversations.
Page: the Meta Business Agent builder
  • Change the agent’s skills, business information, FAQs, never-say phrases, handoff and follow-up settings, audience, allowlist and budgets. Changes load into the builder as an unpublished draft, with an Undo — you publish them to Meta.
  • Test the published agent with test messages. No customer sees them and they’re not billed, but they count toward the number’s hourly test limit.
Pages: Teams, Settings → UsersPaste a list or attach a spreadsheet of people and their teams, and the assistant sets it all up in one approval: team folders, teams, users, and who belongs to which team — including moving people between teams.
  • It shows a preview first: how much will be created, who joins or leaves which team, and what already exists.
  • Each new user gets an email to set their password.
  • The assistant only makes someone an owner when your list says so, and it doesn’t change existing users’ roles — do that in Settings → Users.
  • Lists of more than 200 people or teams are set up in several approvals.
See Teams & Stores for how teams receive conversations.

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Who can use what

The assistant follows your user role. It only offers the areas your role allows, and Ask AI is greyed out on pages your role can’t use it on.
Some areas may not be turned on for your business yet. If an area you need is missing, contact your Connectly Account Manager.