What you can ask
The assistant can:- Find customers, employees, appointment types, and locations
- List appointments for a day, week, or date range
- Search appointment history and custom-field values
- Show appointment details and help identify available time
- Prepare new or updated customers and appointments
- Prepare appointment cancellations
- Read and update customer or appointment custom-field values
- Read organization scheduling settings and format dates in your preferences
Confirming changes
Searches and other read-only requests run immediately. Actions that create, update, clear, or cancel records are placed in a confirmation card first.1
Describe the change
For example: “Move Maria’s appointment on Friday to 15:00.”
2
Review the summary
The assistant shows the exact action it has prepared. Missing details or ambiguous matches may require one follow-up question.
3
Confirm or decline
Nothing is written until you confirm the card in the interface. Permissions, conflicts, and work-schedule rules are checked again when you confirm.
Conversations and usage
You can create multiple conversation threads and delete threads you no longer need. Assistant usage counts toward the monthly AI-token allowance for your plan. On mobile, use a suggested prompt, type a message, or dictate in English or Portuguese. The thread picker lets you resume, search, or delete conversations, and responses can be read aloud. Opening the Assistant from an appointment includes that appointment as context.The assistant cannot edit recurring appointments. Use the recurring-appointment controls in the web dashboard for those changes.