> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connectly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# What the AI Assistant can do

> Everything the AI Assistant can help with, page by page, and which roles can use it 🧭

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.

## 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](https://docs.connectly.ai/business-hub/ai-assistant/overview.md#what-the-assistant-sees)).

## By area

> [accordion] Campaigns
>
> **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.

> [accordion] Flow builder
>
> **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.

> [accordion] WhatsApp Flows
>
> **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.

> [accordion] Analytics and Reports
>
> **Pages:** Analytics, Reports
>
> Ask 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.

> [accordion] AI agents
>
> **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.

> [accordion] Tools
>
> **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.

> [accordion] Knowledge
>
> **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.

> [accordion] Inbox
>
> **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.

> [accordion] Meta Business Agent
>
> **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.

> [accordion] Teams and users
>
> **Pages:** Teams, Settings → Users
>
> Paste 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](https://docs.connectly.ai/business-hub/teams-and-stores/overview.md) for how teams receive conversations.

## Who can use what

The assistant follows your [user role](https://docs.connectly.ai/business-hub/inbox/user-management.md). It only offers the areas your role allows, and **Ask AI** is greyed out on pages your role can't use it on.

| Area | Owner | Marketing | Analytics | Agent |
| - | :-: | :-: | :-: | :-: |
| Campaigns, flows, WhatsApp Flows | ✓ | ✓ | | |
| AI agents, tools, Knowledge, Meta Business Agent | ✓ | ✓ | | |
| Analytics and Reports | ✓ | ✓ | ✓ | |
| Inbox | ✓ | ✓ | | ✓ |
| Teams and users | ✓ | | | |

> [!NOTE]
>
> Some areas may not be turned on for your business yet. If an area you need is missing, contact your Connectly Account Manager.


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