Ask AI

Ask AI is a built-in assistant that answers questions about the current channel in plain language and can take actions on your behalf. It reads your live channel data — subscriber counts, broadcasts, segments, sequences, analytics, and system status — and can create, update, schedule, and send broadcasts, build segments, enroll subscribers, and more.

Read-only lookups run instantly. Any action that changes data requires your explicit confirmation before it runs, and every read and write is recorded in a per-channel activity log.

Opening the assistant

Click the Ask AI tab on the right edge of any dashboard page to slide open the assistant drawer. The drawer stays open as you navigate, so you can keep a conversation going while you move around the app. Use the expand button to widen it, or press Escape to close it.

The Ask AI drawer open with a greeting, suggested prompts, and a message composer

The empty state offers a few suggested prompts based on the page you’re on — for example, summarizing your last broadcast’s performance or drafting a re-engagement email. Click one to get started, or type your own question. Press Enter to send and Shift+Enter for a new line.

Conversations and history

Each thread is scoped to you and the current channel. Click the title at the top of the drawer to open the history switcher, where you can jump back into a recent conversation or start a new one. Conversations are titled automatically from your first message.

The conversation history dropdown listing recent Ask AI conversations with relative timestamps

Reopening a past conversation restores the full exchange:

An Ask AI conversation showing a question about active subscribers and a formatted answer

What Ask AI can look up

Read-only questions are answered immediately, without confirmation. The assistant can:

  • Count and search subscribers, and preview how many subscribers a segment would match
  • List broadcasts, segments, and sequences
  • Pull analytics for a broadcast (opens, clicks, deliveries)
  • Report system health, available updates, and a summary of recent errors
  • Report license status, and list API token scopes and tokens
  • Explain how your subscribers’ personal data is stored and protected

Tip: Read-only answers come from your live channel data, so they always reflect the current state. Ask AI can still make mistakes — double-check anything important.

Taking actions (confirmation required)

When you ask Ask AI to change something, it doesn’t act silently. It proposes the action and pauses for your approval with a clear summary of exactly what will happen. Nothing runs until you click Confirm.

An amber confirmation card asking the user to confirm sending a broadcast to active subscribers before it runs

Actions that require confirmation include:

  • Creating, updating, scheduling, and sending broadcasts
  • Creating segments and sequences, and adding a step to a sequence
  • Enrolling subscribers into a sequence
  • Tagging subscribers

Because send and schedule deliver real email to real subscribers, read the confirmation summary carefully before approving — these can’t be undone once sent. Click Cancel to dismiss a proposed action without running it.

Activity log

Every lookup and action the assistant performs in a channel is recorded under Settings → AI → Activity. Each entry shows when it ran, which user’s conversation triggered it, the action and whether it was a read or a write, its status, the affected record, and — for confirmed writes — who approved it. Use the Writes only filter to focus on actions that changed data.

The AI activity log table listing read and write actions with status and the user who confirmed each write

Configuring a provider

Ask AI uses your own AI provider key (bring-your-own-key). Configure it once for the whole installation under Application → AI Assistant:

The AI Assistant settings page with a provider dropdown, API key field, and model picker

  1. Choose a Provider — Anthropic (Claude), OpenAI, or OpenRouter.
  2. Paste your API key. It’s stored encrypted and never displayed again.
  3. Optionally pick a Model for that provider, or leave it on the provider default.
  4. Click Save AI settings.

Once a provider and key are saved, the Ask AI tab becomes available in every channel. The key applies to the whole installation, so you only configure it once.

Rate limits

To keep usage and costs predictable, Ask AI limits how many messages can be sent per signed-in user: 15 per minute and 200 per hour by default. Adjust these with the ASK_AI_MESSAGES_PER_MINUTE and ASK_AI_MESSAGES_PER_HOUR environment variables.

What’s Next?

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