Your AI assistant
Use the assistant to work with content, campaigns, contacts and connected services, with review and approval for sensitive actions.
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Start with the Assistant
Choose Assistant in the app to open the chat page. Its address is /dashboard, but this is the assistant conversation, not the analytics dashboard. You can describe a task in ordinary language, give the assistant context and review what it proposes.
The assistant works with tools connected to your workspace. A capability below is not a promise that every workspace has the relevant feature, account connection or permission. Ask for the specific outcome; if a connection or approval is missing, resolve that requirement rather than assuming the action happened.
What you can ask it to do
| Area | Examples of supported work |
|---|---|
| Content and campaigns | Draft and improve post copy, save drafts, create or update campaigns, inspect schedules and posting activity, pause or resume campaigns and request publishing. |
| Destinations and Facebook groups | Find destinations and eligible groups, inspect group folders and prepare content for selected targets. Tell it exactly which account and destination you mean. |
| Images and video | Inspect supported uploaded media, generate or edit images, combine images and work with video creation, editing and rendering when available. Media tasks can consume the relevant AI allowance. |
| Contacts and tasks | Find and update contacts, log communications, create or manage tasks, record meeting outcomes and request CRM briefings. |
| Calendar and Gmail | Find calendar events and free time, prepare events and invitations, or send an email through a connected Gmail account. These require the relevant connection and permissions. This calendar integration is distinct from the app's scheduled-content board. |
| Research | Search the web, read public pages and carry out research to help with a content task. Outside content is not automatically a trusted instruction. |
| Business and personal context | Recall saved rules and facts, search earlier conversations, read or update profile details and request workspace branding changes. |
| Sites and paid ads | Work with site drafts and ad drafts, inspect results and request publication or an ad launch where enabled. Paid-ad launch still needs the target account owner's approval. |
| Guides | Find a recorded product guide from your description and show it with written steps. |
In Nadlanite, relevant real-estate tools also cover listings and matching buyers with listings. Do not assume those tools exist in a general-purpose workspace.
Read the assistant guides
- Chat and give a task: write a clear request, attach material and understand usage notices.
- Return to a past chat: continue a web conversation or manage archived chats.
- Approvals and automatic publishing: review sensitive actions and understand what the publishing switch actually changes.
- Memory and writing style: review remembered facts, learned information and writing preferences.
- Get a video guide in chat: ask for a matching recording and read the accompanying steps.
Approval is not the same as completion
Sensitive actions can pause for approval, including publishing, sending email, external calendar invitations, deleting calendar events and other operation-specific changes. Read the action and destination before selecting Approve. Reject declines the request. An expired request is not an approval.
A draft, a plan or an approval card does not prove that content was published or a message was sent. Check the assistant's result and the relevant campaign, calendar or connected service. Approval settings can allow publishing without asking, but are not an unrestricted switch for every action.
Assistant on WhatsApp
When available, connect Assistant on WhatsApp from Connections. The connection flow provides a code to send in WhatsApp. Follow the code and expiry shown there; see Connections.
WhatsApp has its own conversation. In the app, the WhatsApp view is read-only and shows Read this WhatsApp conversation here. Approve or reject WhatsApp requests in WhatsApp, not in the read-only web view. Use Web chat to return to the web conversation.
Usage notices
If Assistant usage limit reached appears, the current reply can finish but new requests pause. The notice identifies the affected daily or three-hour token or outbound-message budget and shows when requests can resume when known. Use Refresh usage to check again. No fixed allowance is promised here: follow the value and availability shown for your account.
Related areas
Campaigns, Contacts, Scheduled content, Settings and Analytics remain available as dedicated screens for inspecting the result of your work.
Video guides
Chat with your AI assistant
Ask the AI assistant to do things for you in a chat.
This recording shows the real-estate edition.
Written steps
- Your assistant lives on the home screen. Type what you need here.
- Ask a question or give it a task, in your own words.
- Then click Send.
- The assistant answers in the conversation.
- Start a separate conversation with New chat.
- Past chats opens your earlier conversations.
Go back to a past chat
Go back to an earlier chat with the assistant.
This recording shows the real-estate edition.
Written steps
- Your conversations with the assistant are saved. Click Past chats.
- Each chat shows its first message and when it started.
- Archive hides a chat you no longer need. It doesn’t erase what the assistant remembers.
- Click Continue to reopen a chat.
- The chat opens where you left off.
- To start fresh, click New chat.
Assistant settings: memory, writing style and approvals
See what the assistant remembers, set its writing style and approvals.
This recording shows the real-estate edition.
Written steps
- In Settings, the Assistant section shows what the assistant has learned and remembers about you.
- To shape how it writes for you, click Add preference.
- Describe your style in a few words, and save.
- It now writes in your style, for you only.
- Approvals decide whether it publishes on its own. Off means every publish waits for you.
- Once WhatsApp is connected, it can also send reminders and a morning briefing.