Overview
RightAsk includes a built-in assistant that lives on the Home page. You can ask it questions in plain language and it answers using your own data. When something needs to change, such as an email drafted, an invoice created, or files tagged, the assistant does not do it directly. It prepares the change as a card that you review and approve. Nothing is sent, created, or deleted until you approve it.
How to open your assistant
Select Home in the left sidebar, under Workspace. Home opens on the Chat tab.
The five tabs on Home
Tab | What it is for |
Chat | Ask questions and give instructions in plain language |
Priorities | Work waiting for you: actions to review and follow-ups worth a closer look |
Automations | Reserved for future automations. |
History | Every action you have approved or dismissed, with links to the results |
Connected Apps | Connect Dropbox or OneDrive so the assistant can pull in files |
The Priorities tab shows a count when work is waiting.
Starting a conversation
The empty Chat tab asks What should we move forward? and offers six starting points. Select any one to send it as a message:
Which leads should I focus on today?
Draft a follow-up to my warmest lead
How’s my business doing right now?
Which invoices are overdue?
Review my files for missing details
Improve my agent
Select More ways I can help to see six more:
Set Up a New Agent
Create a Campaign
Review Contracts
Draft an Invoice
Import From Dropbox or OneDrive
Create a Metadata Field
You can also type anything you like into the Message your assistant field instead of using a starting point.
Review my files for missing details behaves differently from the others. Instead of sending a message, it runs a check over your asset library and reports what it finds. It reviews your 1,000 oldest files; if you have more than that, a message confirms the limit was reached.
What the assistant can see
The assistant answers from your own account data. It can read:
Your agents and their configuration
Conversations your agents have had, and the leads captured from them
Your contacts
Your invoices and contracts
Your asset library, its tags, and your custom metadata fields
Your business profile and account status
Which integrations you have connected
It cannot see anything outside your account.
What the assistant can do
Every change the assistant makes arrives as a card you approve. The full list of card types, what each one does, and what each one deliberately does not do is covered in How the Assistant’s Approval Cards Work.
In short, the assistant can prepare:
Follow-up emails, payment chases, signature chases, and campaigns, all saved to Mail as drafts and never sent
Square invoice drafts and contract drafts
A new agent, or changes to an existing agent’s settings
Tags, metadata fields, and knowledge-base attachments for your files
File imports from Dropbox or OneDrive
Updates to a contact’s details
Working through your priorities
Select the Priorities tab to see work waiting for you. It has up to two sections:
Actions: cards ready for review. The subheading tells you how many are ready.
Needs Attention: contacts worth following up on. Select Draft on any row and the assistant prepares a follow-up email for you to review.
When there is nothing waiting, Priorities shows You’re All Caught Up with a Check Again button. On a brand-new account it shows Your Next Steps, in One Place instead.
Select Check Again at any time to re-scan your contacts, contracts, and invoices.
Managing your conversations
Chat keeps a history of separate threads. On a wide screen these controls sit beside the conversation; on a phone the transcript takes the full width.
The Threads list shows your past conversations. Select one to reopen it.
Select the panel icon at the top left to hide or show the Threads list.
Select the new-chat icon at the top right to start a fresh conversation.
To delete a thread, select its delete control. A Delete Thread dialog confirms. This cannot be undone.
Reviewing what has already happened
Select the History tab to see every action you approved or dismissed, newest first, with a link to the result where one exists. Select Load More at the bottom to go further back.
Connecting Dropbox or OneDrive
Select the Connected Apps tab to let the assistant read files from your cloud storage. See Connecting Apps to Your Assistant for the full walkthrough.
What happens next
Anything you approve lands in the part of RightAsk it belongs to: email drafts in Mail > Drafts, invoices in Business > Invoices, tags on your files in Assets. The History tab keeps a record with a link to each result.
Troubleshooting
The assistant says it does not have any data on something I know exists. The assistant only reads data in your own account. If you expect leads but have none, your agent may not be published yet, so check the Agents page. If you expect invoices, confirm Square is connected under Integrations > Payments.
A starting point does nothing when I select it. The starting points are disabled while the assistant is still replying. Wait for the current reply to finish, then try again.
An error banner appears above the conversation. Select Try Again in the banner to resend your last message. If it keeps failing, check your internet connection and reload the page.
Priorities shows “Can’t Check Your Priorities”. The scan could not reach the server. Select Try Again. Nothing has been lost, because no priorities are removed by a failed check.
I approved something but cannot find the result. Open the History tab and find the action. Where a result can be linked, the entry includes a link straight to it.