AI Assistant, Agents & Credits

Expand AI in the sidebar to open the assistant, agents, chatbot settings, and credits. AI usage is billed in AI credits. These are separate from the service credits your clients buy for requests.

Workspace Assistant

1. Open AI > Assistant.
2. Start a conversation and describe the workspace task or question.
3. Provide identifying details, such as a request title or client name, when referring to existing work.
4. Review the answer and any reported actions. Use the conversation list to return to previous chats or delete conversations you no longer need.

The assistant can work with supported workspace areas, including requests, clients, billing, documents, messaging, and reports. Available actions depend on the current workspace and tool permissions. Check the affected record after asking the assistant to change it.

Configure AI Agents

Agents are configurable AI teammates that can help with request work.

1. Open AI > Agents and choose the create action.
2. Enter a name and job title.
3. Add instructions for the agent's role, tone, and working rules.
4. Select one or more capabilities.
5. Choose whether the agent is visible to clients, then save.

Capabilities include summarizing, categorizing, drafting responses, copywriting, quality review, SEO auditing, expanding briefs, estimating hours, translating content, design review, and video scripts. Image generation appears only when the application has enabled it.

Open a request and assign the available agent using its assignee controls. Assignment starts the agent's configured capabilities using the request context. Put the desired outcome and supporting information in the request brief. Results appear in the request conversation; some capabilities also produce file attachments. Review generated work before using it as a client deliverable.

You can edit an agent's instructions and capabilities or remove it from active agents. Client visibility affects how the agent appears to clients; it does not make all workspace information public.

Enable the Chatbot

The chatbot helps visitors on supported catalog, service, and client portal pages.

1. Open AI > Chatbots.
2. Enable the chatbot.
3. Choose the surfaces where it should appear: catalog, service pages, and/or client portal.
4. Set the greeting and instructions.
5. Select the services it should use, where a service restriction is needed.
6. Choose its corner position and primary color.
7. Set per-minute and per-hour limits, then save.
8. Open the intended page as a visitor or client and check its placement and responses.

The default setup shows the chatbot on catalog and service pages, with client portal display off. Rate limits apply per visitor IP and workspace. A visitor who reaches a limit must wait before sending more messages.

Chatbot activity consumes the workspace owner's AI credits, including conversations started by visitors. Disable the chatbot from this page when you no longer want it available.

Monitor and Buy AI Credits

1. Open AI > Credits.
2. Review the remaining balance and usage for the selected period.
3. Use the usage charts and source breakdown to distinguish assistant, chatbot, and worker activity.
4. Review recent usage and credit transactions.
5. Choose the available purchase option to open Stripe checkout. Review the displayed pack and price before paying.

AI credit balance belongs to the workspace owner and is shared by workspaces with the same owner. The credits page's activity reports describe the selected workspace, so its recent activity may not explain the owner's entire balance change.

Credit consumption varies with the AI operation and amount of generated content. A low balance warning means it is time to review usage or purchase more. When the remaining balance is insufficient to start an operation, AI requests stop until credits are available. Plan allowances and offers can differ; use the current billing and credits screens for amounts.

Troubleshooting

• Chatbot is absent: confirm it is enabled, the intended surface is selected, and the owner has enough AI credits.
• An agent does not respond: check that it is active, has the relevant capability, and was assigned to the request. Then check AI credits.
• Image generation is missing: it is an optional application capability and may not be enabled.
• AI credits differ from client credits: client service credits are managed under Credits; they do not pay for AI activity.
• An AI operation fails: review the on-screen error and retry after a temporary provider problem or rate limit clears. Contact support if it continues.