Take control of your business operations by learning how to use BizAI to manage your schedule, clients, and communications through a conversational interface.
BizAI is like having a helpful assistant who lives inside the platform. Instead of clicking through different menus to find what you need, you can simply talk or type to it. It is similar to a digital teammate who knows exactly how your business works and can help you finish your "to-do" list by following your instructions.
Frequently Asked Questions
Q: What is BizAI?
BizAI is the AI powered conversational assistant built into the platform. You type or speak what you need in plain language, and BizAI helps you get it done, viewing your schedule, booking appointments, finding and updating clients, sending messages, and checking invoices and payments, all right inside the platform.
Q: How is BizAI different from a general AI chat like ChatGPT?
Unlike a general purpose chatbot, BizAI is connected to your account and knows the platform's capabilities. It doesn't just talk, it acts. BizAI can pull up your real schedule, your actual clients, and your live billing data, and carry out tasks such as booking an appointment or sending a message on your behalf. General purpose chat tools generate text in isolation; BizAI does that and works directly with your business.
Q: Where can I use BizAI and can I use voice commands?
You can use BizAI in the mobile app by tapping the sparkles icon in the navigation menu. Desktop support is planned for the future. You can also use voice instead of typing by tapping the mic icon and using push to talk; BizAI transcribes your request and acts on it.
Q: What specific business tasks can BizAI perform?
BizAI works across scheduling (booking or canceling appointments), clients (searching or updating records), messaging (reading history or sending emails/SMS), and sales (viewing invoices and payment forecasts). Results appear as interactive cards you can tap to keep working on an item.
Q: Can BizAI give me business advice or write content for me?
Yes, you can ask for advice on growing your business, such as pricing or client retention, and BizAI gives you practical tips grounded in your data. You can also ask BizAI to draft client facing copy like campaign messages or promotions. For single clients, it can even offer to send the message for you once you approve it.
Q: Does BizAI have permission to change or delete my account data?
BizAI works with your account's real information to act on your behalf. However, it cannot delete anything, your clients, appointments, and invoices are protected from deletion. For any action that changes data, BizAI shows a confirmation first and only proceeds once you approve.
Disclaimers
AI use. Please remember that BizAI is not a human. The BizAI output is generated using large-scale language-generation models, which are based on emerging technology, and may provide inaccurate or offensive output. It is not designed for or intended to meet your regulatory, legal, or other obligations. When using the BizAI output, you should review, edit, and revise the output to your satisfaction. You alone are responsible for the content and use of the BizAI output.
Similarity. Due to the nature of machine learning, the BizAI output may not be unique across users, and BizAI may generate the same or similar output for other users of the platform. Responses that are requested by and generated for other users are not considered your content. You might also receive different and inconsistent answers for the same question.
Accuracy. AI and machine learning are rapidly evolving fields, and we are constantly improving BizAI to make it more accurate, reliable, safe, and beneficial. Notwithstanding, BizAI may result in incorrect and inaccurate output concerning people, places, or facts. You should evaluate the accuracy of any output as appropriate for your use case, including by using a human review of such output. :::
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