Choose which areas your AI assistant can use
Your AI assistant only gets the tools for the areas you switch on. Essentials are always on.
You choose areas when you connect the assistant, on the consent page. You can change them later in Settings → AI assistants.
#What is always on
Essentials let the assistant do the basics. It can:
- see what is set up in your workspace
- read and write help center articles
- read and answer a conversation
- look up a contact
#The areas you can switch on
| Area | What it covers |
|---|---|
| Support inbox | All conversation actions, saved replies, email that is not for the inbox, notifications, agent training, reports and activity. |
| Help center | Articles and their history, collections, unanswered questions, the AI agent’s conversations, changelog, help center settings and domains, and code updates. |
| Contacts | Contacts, tags, consent, duplicates, suppressions, segments and custom fields. |
| In-app messages and forms | Pop-ups, banners, tours, surveys and chat messages, and forms. |
| Journeys | Automations: build, publish, pause and test journeys, and follow who is in them. |
| Email marketing | Newsletters, email templates and enrichment of confirmed form signups. |
| Email setup | Sending and receiving domains, sender identity, the support inbox, test emails and sending limits. |
| Workspace setup | Products, branding, the AI model, team and invitations, notifications, Slack, security and the audit log. |
#Change the areas later
#Open the settings
Go to Settings → AI assistants.
#Switch areas on or off
Choose the areas you want this connection to use.
#Start a new chat
The change applies from the assistant's next chat, when it lists its tools again.
#Email marketing depends on your plan
The Email marketing area is only available if your plan includes email marketing. If it does not, the assistant does not see newsletter tools. After you upgrade, they appear without you changing the connection.
#If the assistant says a tool is unavailable
The assistant is told why. Usually it is one of these:
- The area is off. Switch it on in Settings → AI assistants.
- The connection is read only. Change it to Read and manage in Settings → AI assistants.
- Your role can't use it. Your role in the workspace decides which tools you can use.
- Your plan does not include email marketing.
Note
Your role in the workspace still applies. Switching on an area does not give an assistant more access than you have.
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