- What needs my attention? Contacts stopped, sends to confirm, accounts or inboxes to reconnect, most urgent first.
- How did this week go? Invitations, acceptances, messages and replies of the last 7 days.
- Are there errors in the logs? The latest errors, which campaign and contact, and how to fix them.
- Are my accounts working fine? The status of each LinkedIn account and email inbox.
A small window you can move
Ask AI opens as a small chat window over the page, so the page keeps its place: the builder, its steps and any side panel stay where they were.- Move it: drag its title bar anywhere on the screen. It opens in the same spot next time, on this browser.
- Minimize (the - button) sends it back into the Ask AI button. Close (the x button) or Esc hides it too. Click Ask AI again and your conversation is still there. A dot on Ask AI means an answer came in while it was hidden.
- On a phone, it opens from the bottom of the screen, under the page’s header.
Short answers, with the next step
Answers are short: the point first, with your real numbers, in a few lines. Each ends by offering the next step, for example “Want me to walk you through adding the wait?”. Tap the first suggestion under the answer to say yes, or ask anything else.Inside a campaign
Open a campaign and click the gold Ask AI button in the campaign’s bar. The assistant then looks at that campaign only: its steps, its numbers and why contacts are waiting, with suggestions for the messages. It also reads your business profile, so its suggestions are about what you sell, in your selling style’s tone. For example: How is this campaign doing?, Why are contacts waiting? or Is my first message good?Let Ask AI add the steps
Inside a campaign, Ask AI can make the change for you. Ask for it, for example What two more steps would you suggest?, Add an enrichment step before the email or Add a 3 day wait at the end.1
Read the proposed change
Under the answer, a Proposed change card lists each change in one line, with its step’s mark and the step number you see in the builder: for example Find the contact’s work email before Send email (step 4) and Wait 2 days after Send email (step 4). Every text it would write (subjects, messages, notes) is shown in full under its line; Hide the texts folds them. A service that still needs to be connected says Needs setup. The card also tells you when a step uses credits for each contact, when a tag it adds starts another campaign, and when removing a wait makes a LinkedIn step go out right after the one before it.
2
Apply or dismiss
Click Apply. The new steps appear in the builder right away, highlighted for a few seconds. Dismiss leaves the campaign as it is.
3
Change your mind
Click Undo in the builder’s toolbar: the whole change goes back in one step.
- It changes the campaign’s draft only. It never launches, pauses or sends anything. In a draft campaign, nothing is sent until you launch.
- In an Active campaign, the builder says Changes from Ask AI are in the draft and not live yet. Contacts keep the live version until you click Save live, even if you reload the page or open the campaign somewhere else. Discard (back to the live version) removes them (and any other edit that isn’t live yet). Contacts already in the campaign keep going, and a step a contact already did is never repeated.
- Apply doesn’t use AI credits. The answer that proposed the change used them, like any answer.
- After you apply, the first suggestion offers the next step, for example Improve the message in step 5 or How do I set up step 4?
When a contact needs you, the AI speaks first
Open a contact that stopped. Two quick ways:- On Home, under Needs your attention, click Fix next to a campaign with stuck contacts.
- In a campaign’s Contacts tab, click the Needs attention number.
Your previous chats
Every chat that got an answer is saved, only for you. Click History (the clock at the top of the chat) to see Your previous chats, open one and continue it, or delete it with Delete this chat. New chat (the + button) starts over.Good to know
- The assistant never sends or launches anything. In a campaign it changes steps only when you click Apply, and only in the draft. The fix buttons on a stopped contact do exactly what they say, only when you click them.
- On the top bar’s Ask AI (outside a campaign), it doesn’t change campaigns: open the campaign and use its Ask AI to add steps.
- Members, admins and owners can use it. Viewers can’t.
- Each answer uses a few AI credits, usually 1 or 2 (see Billing).
- AI can be wrong: check before you change a live campaign.
Common problems
It says the team used this month's AI credits
It says the team used this month's AI credits
Your organization used its AI credits for this month. They start again on the 1st of next month.
Too many questions in a minute
Too many questions in a minute
Wait a moment and ask again.
Apply says the campaign changed since this was proposed
Apply says the campaign changed since this was proposed
A step the change refers to is no longer in the campaign. Ask again: the new proposal uses the current steps.
Apply says the change wasn't applied
Apply says the change wasn't applied
The change would leave the campaign unable to run, or your role can’t edit the campaign. Ask again, or add the step yourself with + Add in the builder.