Before you steam ahead setting up your AI tools, here's some good-to-know information that will ensure you understand how the various AI features work in Ivorey™, and whether each is the right fit for your needs.
Our built-in AI tools are designed to automate key parts of your business without removing your control. Each AI tool focuses on a specific function, such as handling calls, replying to messages, responding to reviews, creating content, building workflows, or launching funnels.
You can use a single AI feature on it's own, or combine multiple AI tools to create a connected system that works across your entire customer journey. At its core, the AI tools in Ivorey™ help reduce manual work while still allowing you to define the rules, tone, and actions that matter to your business.
Ivorey™ includes two types of AI tools:
AI Assistants
Ask AI - your built-in AI assistant for managing and taking actions in your account, building courses and communities, drafting content, generating images, and more, all from a simple chat prompt
AI Studio - your vibe coding studio to build quick pages, forms, and booking flows from a single prompt in a dedicated AI workspace
Website & Funnel AI* - generate or edit websites, funnels, and pages with AI directly inside your Site Pages builder, with full customisation control and analytics
Workflow AI* - build entire automations from a simple description, or use AI to edit, analyse, and generate content inside existing workflows
Email AI* - generate complete, on-brand emails quickly inside the Email builder
Calendar AI* - create new calendars through guided chat, and learn more about calendar settings and capabilities
Certificate AI* - generate certificates for your courses, communities and memberships, through simple prompts and guided chat
Content AI - generates written copy and images directly inside the Social Planner and other content tools across Ivorey™
AI Business Card Scanner - scan physical business cards directly from the LeadConnector mobile app and automatically save contact details to the CRM
*These AI Assistants are currently free to use, but usage may be limited. Please refer to the relevant help guide to learn more. They are also still in Beta testing.
AI Agents
Conversation AI - an AI bot that handles incoming messages across SMS, email, chat widgets, WhatsApp, and more, automatically responding to leads and clients on your behalf
Voice AI - an AI receptionist that answers inbound calls, qualifies leads, and books appointments automatically
Managed Agents - build custom Agents to execute dedicated tasks (e.g. managing your pipelines or community moderation), both inside your Ivorey™ account and on connected external platforms
Reviews AI - automatically responds to Google and Facebook reviews on your behalf, maintaining your online reputation without manual effort
Set up your brand board (if you haven’t already)
No prep required - just jump in and start using them!
Learn how to use Ask AI as your personal assistant who can answer questions and complete tasks (inside Ivorey™ and beyond)
Learn how to use Website & Funnel AI to write and design your site with full control and analytics
Learn how to use AI Studio to vibe code creations that aren’t covered in our usual tools
Learn how to use Workflow AI to build and edit automations
Learn how to use Email AI to write and design on-brand emails in minutes
Learn how to use Calendar AI to create your booking calendars faster
Learn how to use Content AI to generate images and written content
The AI Agents act on your behalf without constant prompting, and therefore require some initial setup and training.
Set up your Knowledge Base to train all of your AI agents
Set up a Conversation AI bot to manage your chat widget, emails, DM’s etc.
Set up your Voice AI Agent to manage your incoming and outgoing calls
Set up custom Managed Agents to run tasks whenever they’re triggered
Set up your Reviews AI Agent to manage your reviews and reputation
All AI features in Ivorey™ are available on a pay-per-use basis by default - meaning you're only charged when you use them, based on the tokens consumed. There's no monthly subscription fee for this. However, if you use AI heavily or want more predictable costs, you can upgrade to an AI Employee subscription for a flat monthly rate.
Option 1: Pay-Per-Use
You're charged based on usage - no subscription, no minimum spend. This works well if your AI usage is light or occasional.
Option 2: AI Employee Subscription
An additional subscription with a flat monthly fee that gives you predictable costs. We have two tiers available, depending on your usage needs.
AI assistants (Ask AI, Website & Funnel AI, AI Studio, etc.) are tools you actively use. You give them a prompt or task, and they respond or build something for you.
AI agents (Conversation AI, Voice AI, Managed Agents, etc.) work in the background and respond or act autonomously on your behalf - handling incoming calls, messages, reviews, and more without you needing to be there.
You can track your AI spending at any time from your Billing Dashboard. Go to Settings > Billing > Wallet & Transactions > check the Usage Overview, By Activity, and Transaction tabs > and filter by AI, to find detailed usage and cost information.
Yes. If you'd like a usage cap applied to your account - for example, to restrict AI usage for specific team members, or to set an overall monthly limit - please submit this request form so we can set this up for you.
Yes, all AI tools are available to team members who have been granted the relevant permissions in your account. You can control who has access to which AI features by adjusting their Roles & Permissions settings.
This is useful if you want to restrict certain team members from using specific AI tools, or if you'd like to limit access while you're still exploring the features yourself. Please refer to our Add and Manage Account Users guide for the detailed steps.
Yes, you can connect a third-party AI tool or agent to your Ivorey™ account, via our MCP server. Please refer to our Claude Integration guide for the detailed steps.
Content AI can be used directly inside the social planner, blogs, email, and the media library. Please refer to our Content AI guide for the detailed steps.
Beyond that, Ask AI also uses Content AI for image generation. Image generation typically uses more tokens than text, so these sessions can cost more. This is billed as part of your Ask AI usage rather than a separate Content AI charge. Please refer to our Billing and Inclusions guide for more details on tokens.
AI Studio, Website & Funnel AI, Email AI and Workflow AI do not use Content AI for image generation.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
