Work with AI in your workspace and on WhatsApp

Your merchant Assistant can inspect permitted records, analyze data and prepare supported business actions for approval. Customer-facing AI replies use separate customer instructions.

Start a request

1. Open AI in the workspace header, or draft a request on AI Home → Overview → Open Assistant and send it in Chat.
2. Describe the result you need. Ask “What can you do in my workspace?” to check current tools and integrations.
3. Add an image, voice recording, PDF, Word or Markdown file with the paperclip when useful (up to 10 MB). Attachments are analyzed, not published into customer Knowledge. You can also send a voice note from your paired WhatsApp number. If it cannot be read, the Assistant asks you to resend it or type your request in the selected workspace.
4. Review any action preview before approving. Read the recorded result before treating work as complete.

Enter sends; Shift+Enter adds a line. Failed submissions restore text and attachments. New conversation starts a separate chat; History reopens the original one. Expand gives more room. Close with X, Escape or the AI button.

Read drafts and make corrections

• Ask for a template draft when you only need wording. “Create a WhatsApp template” prepares the exact submission preview and approval controls. Accepting a wording draft prepares that preview; use its approval control before submission.

• The canvas contains the template content and variable examples. Its name, sender, category, language and approval state appear once outside it. Use the copy icon to copy the body with its placeholders and line breaks.

• Workflow previews show ordered steps and branches. Reply-button actions belong inside each button’s matching branch; website/reply button labels have a 20-character limit. The Assistant checks drafts before proposing approval. If a saved draft needs repair, review the corrected inactive draft first, then approve activation separately.

• To revise a draft or proposal, type the change in the same chat, such as “Change step two” or “Make the opening warmer.” There is no Request changes button or automatic paste into the composer. Review the new preview before approving; earlier approval does not authorize changed content.

• Copyable messages, emails, social drafts and other useful deliverables can use the same content-only canvas. Simple answers and status updates stay in readable prose or lists.

• Replies use natural, friendly wording with short paragraphs, bullets and numbered steps when useful. An approval preview and its controls share one WhatsApp message; approval leads to one outcome. A separator or draft is not proof that anything was saved or sent.

• Skip silently closes the pending task and cancels its unexecuted proposals. It sends no AI reply. To continue, write in the composer; execution needs a fresh approval.

• New approval requests last up to 48 hours from creation, or an earlier provider/appointment deadline. Expiry blocks execution; it does not delete the task or chat history. Ask for a fresh preview after expiry. Existing requests keep their displayed deadline. WhatsApp’s messaging window stays separate.

Ask about a Salla order

• Send the visible order number with your question, for example: “Check order 123456: status and total.” The Assistant resolves the number and reads the connected store; it does not treat a synchronized record as current provider confirmation.
• A number sent as a follow-up keeps your latest conversational language. If it arrives before an earlier request for the number finishes, the lookup continues from that message without sending the outdated clarification.
• If the store cannot be reached, current status and value stay unconfirmed. Order completion does not prove carrier delivery, payment or a refund.
• Expanded customer order and delivery lookup is awaiting release verification. When enabled, it verifies the actual conversation participant against the live order and shares only that customer's status, total/currency and available tracking. Missing tracking does not erase verified order facts. An order number alone never authorizes access to another customer's order.

Follow work

• Tasks gives each pending approval its own review card. Scheduled gives each saved report/reminder a separate card with its status, recurrence, next run, timezone and delivery channel; stop an active schedule from its card. History keeps previous requests in separate cards that reopen their original chats.
• Where operational work items are enabled, open a task to inspect its deliverable, exact action and activity/files. Notes continue the task but do not approve changed actions. Gated features appear only when released.
• Progress shows actual processing; waiting for approval is separate. The mascot adds activity expressions; its idle launcher ripples about once a minute are decorative. Use status text and recorded results to confirm outcomes. Enable reduced motion in your device settings for a still mascot. No fixed response time is guaranteed.
• If a contact's identity or a field being edited changes after its preview, request a new approval. Older contact proposals without a saved comparison also need a fresh preview.
• If interrupted, ask to continue from the last step. Completed actions stay saved; uncertain provider effects need review before retrying.
• A WhatsApp request can be processed while its reply is still pending delivery. Check Tasks before repeating a business request. “Are you there?” or «الوو» is an attention check and does not request another action proposal.
• Remembered preferences can be forgotten. Blanket approvals cannot be saved as preferences; supported routine permissions need their own review.
• For a one-time report, say “Do not schedule.” A specialist handoff is not completion; check the recorded result.

Merchant Assistant replies are unlimited and do not debit customer inbox allowances. Usage is still metered. Current-message language wins; Arabic uses Saudi dialect. Customer drafts follow their requested audience language.

WhatsApp history in Inbox

Open Inbox → Assistant · WhatsApp to read your private WhatsApp Assistant conversation. It includes sent reports when you explicitly chose WhatsApp delivery. Select Load older messages for earlier history, or refresh the thread for the latest send receipts. Continue chatting on WhatsApp.

Web Assistant chats stay in AI → Chat. They do not appear in Inbox or send replies to WhatsApp. Other administrators cannot read your personal Assistant history.

Focused guides

• Verify WhatsApp.
• Actions, approvals and templates.
• Reports and reminders.
• Knowledge questions.
• Appointment requests.
• Public support and pricing.

Tools depend on your membership, permissions and integration readiness. Public chat has no private workspace access.