Ask the Assistant a question

Goal

Ask the Assistant a question about your own business data, such as today's bookings or this week's revenue, and read the answer in a conversation you can come back to.

Prerequisites

• Your plan has AI operations left for this period. Every plan includes an allowance, the trial included; some actions and tools need a higher plan.
• The Assistant is turned on for your workspace. An Owner or Admin controls this in Settings.
• You have AI operations left in your allowance. Every chat answer uses operations.

Steps

1. Open Assistant in the main navigation. The Chat tab opens first.
2. Look at the starter cards under How can Carson help today?. Select one, such as Booking alerts or Revenue this week, to send its question, or skip this step and type your own.
3. Type your question in the box that says Message Carson.... Name the record or date you mean, for example "Which bookings today are missing a driver?".
4. Press Enter to send. Press Shift+Enter to start a new line without sending.
5. To add a PDF or a PNG or JPEG image to your question, select Attach files before you send.
6. Read the answer as it appears. To stop an answer that is going the wrong way, select Stop response.
7. Ask a follow-up in the same box. Carson keeps the earlier messages of the conversation in view.
8. To start a different topic, select New Chat. To find an earlier conversation, use Search conversations in the list on the left, or select a conversation in the list to reopen it.

Expected result

Your question and Carson's answer appear in a conversation. The conversation is saved in the list on the left under Today, Yesterday, Last 7 Days or Older, and you can reopen, rename or delete it later.

Troubleshooting

• If the page says Carson is turned off, the Assistant is disabled for the workspace. Ask an Owner or Admin to switch on Enable the assistant in Settings, or select Open AI settings if you can change it yourself.
• If you see Carson is not available on your current plan, your plan does not include the Assistant. Check the plan in Settings > Plan & billing.
• If you see AI usage limit reached, you have used the AI operations your plan includes for this period. Open the Usage tab to see what used them, and wait for the next period or change plan.
• If an answer looks wrong, rephrase the question with the exact booking, client or date, then check the record itself before you act on the answer.
• If you opened the Assistant from a booking, enquiry, client or invoice page, the starter card About this booking (or the matching record type) asks about that record.
• If a conversation is no longer useful, use the delete control on it in the list and confirm Delete conversation?. Deleting removes the conversation and its messages for good.