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Business Assistant

Mục lục

The Business Assistant is an AI chat that helps you manage your business information hands-free. You can use it from the dashboard or directly from your notification channel (SMS, WhatsApp, or Telegram).

What the Assistant Can Do

  • Update your knowledge base — “We now close at 9pm on Fridays”
  • Add temporary notes — “Out of the matcha latte today”
  • Remove temporary notes — “We have matcha again”
  • Manage bookings — View upcoming bookings, add new ones, reschedule, or cancel
  • Accept or reject KB suggestions — “Accept that suggestion about our new hours”
  • Answer general questions — “What does my KB say about parking?”

Two Ways to Use the Assistant

From the Dashboard

  1. Go to your Dashboard.
  2. Click Edit with AI under the Knowledge Base section.
  3. Type your message naturally — the AI understands context and intent.

The chat appears on the left side. On desktop, the right side shows a live preview of your knowledge base and temporary notes, updating in real time as the AI makes changes.

The dashboard version also supports document and website uploads:

  • Drag and drop a file (PDF, Word, Excel, CSV, text, or images) into the chat.
  • Paste a website URL and ask the assistant to extract business info.

From Your Phone (SMS / WhatsApp / Telegram)

You can also message the Business Assistant directly through your notification channel — the same one you use to approve customer message drafts. Just send a text to the Dashi number or bot, and the assistant responds.

This is great for quick updates on the go, like telling Dashi you’re closing early or out of a menu item. File uploads and voice notes are not currently supported via the notification channel.

Examples

Updating business info:

You: “We added a new service — gel nails for $45” Assistant: Updates your knowledge base with the new service and price.

Temporary situation:

You: “We’re closed next Monday for a holiday” Assistant: Adds a temporary note. It won’t modify your permanent hours.

Booking management:

You: “What bookings do I have tomorrow?” Assistant: Lists your upcoming bookings for tomorrow.

You: “Book a table for 4 at 7pm Friday for the Nguyen family” Assistant: Checks availability, creates the booking, and confirms.

You: “Reschedule the Nguyen booking to Saturday” Assistant: Moves the booking and confirms the new time.

You: “Cancel the 3pm haircut” Assistant: Cancels the booking and confirms.

Asking a question:

You: “What are my hours on Saturday?” Assistant: Reads your KB and tells you your Saturday hours.

How It Works

The assistant uses AI tool-calling to decide what action to take. When you say “we close at 9pm now,” it:

  1. Recognizes this as a permanent business fact
  2. Updates your knowledge base with the new information
  3. Confirms the change

You don’t need to use specific commands or formatting — just talk naturally.

Tips

  • Be specific — “Haircut is now $25” is better than “we changed our prices.”
  • Use it on the go — Message the assistant via WhatsApp or Telegram for quick updates without opening the dashboard.
  • Use the dashboard for uploads — When you need to upload documents or paste URLs, use the dashboard version.
  • Review changes — After the assistant updates your KB, glance at the preview panel or check Business Settings to make sure everything looks right.