Ask AI

Ask AI is a capable, multi-functional assistant inside Ivorey™ - currently it can:

• Answer questions and generate ideas - get quick answers, content ideas, CTA suggestions, or guidance on how to approach a task
  

• Manage your account - create, update, search, and manage contacts, custom fields, custom objects, opportunities, pipelines, and calendars
  

• Manage conversations - start a new conversation, review and update its status, or pull call logs and transcripts
  

• Summarise a contact - pull together a contact's conversations, appointments, payments, and tasks without manually checking each tab
  

• Build a course - set up a full course and course offer through a guided chat conversation
  

• Build a funnel - create a funnel through a guided AI experience using your business details and branding
  

• Set up products, payments, and orders - create products and pricing, connect Stripe, generate invoices and estimates, and manage orders
  

• Build workflows - start setting up automations without leaving your chat, switch to the workflow builder to publish and test
  

• Manage your integrations - link Facebook, Instagram, and Google Calendar, purchase a phone number, or handle regulatory/compliance steps
  

• Generate on-brand content - write emails, social posts, ads, blogs, and campaigns, using your Brand Voice
  

• Generate and edit images - create visuals from a written description and refine them through follow-up prompts
  

• Browse the web - open pages, search online, and extract information or complete tasks, using the Chrome browser extension
  

• Connect to third-party apps or tools - fetch information or run tasks directly in your connected external apps, without you needing to leave Ivorey™
  

• Run Ask AI remotely - connect external channels like WhatsApp, to be able to prompt and run Ask AI from your external chat, without needing to open Ivorey™
  

• Run scheduled tasks - set recurring prompts to run automatically and save the results for you
  

• Build and manage ad campaigns - create and manage ads across Google, Facebook and LinkedIn, and analyse performance
  

• Set up and manage AI Agents - create and manage a Voice AI, Conversation AI, Managed Agent or Reviews AI Agent, and build a Knowledge Base to power more accurate responses
  

• Generate reports - get a summary of your key metrics, trends, and actionable insights across your account

• Non-supported features - Ask AI can't create communities, manage your client portal, create websites (see Website & Funnel AI) or online stores, manage affiliates, create or run chat widgets, create or edit gift cards, access raw call or SMS logs (go to Call Reporting for those), configure call routing trees or IVR menus.
  

• Meetings and Services calendars only - Ask AI can help you configure your calendars and manage appointments, but Rental calendars aren’t currently supported.
  

• Workflow setup only - Ask AI can now build a Workflow from a prompt, but can't make manual edits to one, test or publish it, or access the execution logs - that all still happens in the workflow builder itself, where you can use Workflow AI directly.
  

• File/image storage - Any content uploaded to or generate by Ask AI won’t be automatically saved to your media library in Ivorey™. You can get Ask AI to add them to the media library for you or download generated images to your device directly - they will remain available inside the thread to access later.

The more context Ask AI has about your business, the better its results. Two things help Ask AI feel tailored to you:

• Brand Voice - gives it your tone, services, and messaging, so the content it writes sounds like you rather than generic copy. Setting this up first makes a real difference to the quality of what you get back. Refer to our Brand Board guide for the details.
  

• Memory - as you chat, Ask AI saves useful, reusable details about you and your business (e.g. your role, preferences, recurring content) so you don't have to repeat yourself every time. You're in control of what it keeps, and you can review or clear these memories whenever you like - refer to the steps below for the details.

1. From the main Ivorey™ menu, go to Ask AI, for a full-screen workspace to focus on bigger tasks, or for quick access from anywhere in Ivorey™, click the [Ask AI] button in the top right corner

2. Choose how you'd like to start:

   1. Type your prompt into the message box, or click the 🎙 microphone icon to speak it out loud. Example prompts:

      1. Write a Facebook post for my spring promotion using my brand voice

      2. Give me five blog post ideas about email marketing

      3. Show me tomorrow's booked appointments

   2. (quick access panel only) When using the side panel mode, Ask AI can read the page you’re on, so if your prompt involves what you’re looking at you don’t need to describe it yourself. You can also select specific elements on the page to reference (e.g. fields, rows, settings), before prompting, and Ask AI will focus on it specifically:

      1. Click the [↖︎] cursor icon to select an element from the page you’re on

      2. Select anything on the page > and see it appear above the prompt box as Selected page content

      3. Click the [↖︎] cursor icon again to select another element

      4. Click the drop-down > and click the [x] to remove any selected content - or click [Clear all] to start fresh

      5. Once you’re happy with the selected content, type and send your prompt or question, and Ask AI will reference the selected elements directly
         
         Note: Once you have something selected, you can switch to full-screen view to type and send your prompt, and continue your conversation, without losing the selected elements.

   3. (full-screen only) Or click to the [Templates] tab to browse ready-made prompts for common tasks > select one > and Ask AI will take it from there, asking for any extra details it needs along the way. A few examples include:

      1. Connect your Google Calendar and create a new booking calendar

      2. Create an invoice and send to client and record incoming payment

      3. Create a name pipeline with custom stages and add your first deal

      4. Auto-generate course structure and create category and first lesson

3. (optional) Click the [+] plus icon to upload an image or file (PDF/Word) from your device, or paste in a URL to use as a reference or to include in the task

4. Press Enter or click the [↑] arrow icon button to submit your prompt

5. Review the response > and keep the conversation going with follow-up prompts (Ask AI remembers the context of your chat as you go)

6. While Ask AI is thinking, you can press the [◾] square icon to stop Ask AI from processing a prompt > you can then type in a new prompt

7. If you’re using the full screen Ask AI space, click the [◧] window icon, to open the left-hand side panel:

   1. To begin a separate conversation or task, click the [📝 New chat] button

   2. To return to an earlier conversation, click on any thread under the Recents drop-down menu, or click to [Search] for the thread

      1. Click the [⋮] three dots on any thread, to [Rename] it or [Delete] it

   3. Click [Customize] to set up and manage Skills, Scheduled tasks, Connectors, and Dispatch (more on all of these below)

   4. Click [Account] in the bottom left corner, to open account settings:

      1. On the Personalization tab, you can manage your Ask AI’s Memory (more on that below)

      2. On the Keyboard shortcuts tab, you can review the available shortcuts

      3. Click the [X] in the top left corner to close account settings

8. If you’re using the quick access Ask AI panel, in the top right corner:

   1. Click the 💬 speech bubbles icon to open a new conversation

   2. Click the 🕓 clock icon to access a previous conversation

   3. Click your initials to open your account settings

   4. Click the [⎅] split square icon to dock the quick access panel as a split screen, so you can access your full Ivorey™ screen with it open (click again to return back to overlap panel again)

   5. Click the [⤢] arrows icon to open the conversation in full screen (click again to return back to the side panel view again)

   6. Click the [X] to close the Ask AI panel (your conversation will be there to access any time)

1. From the main Ivorey™ menu, go to Ask AI > click New chat > and describe the course you want to build, for example:

   1. Create a 5-module course on email marketing for small business owners, with 3 lessons per module

   2. Build a course called The Confident Leader Lab based on my attached materials, with a welcome module and a drip schedule that unlocks one module per week

2. Ask AI will generate a course outline for you to review > reply to ask for any changes or to approve, before it builds the full structure (e.g. rename module 1 to “Getting Started”)

3. Once you confirm, Ask AI will create the course, modules, lessons, and any quizzes or assessments inside your Ivorey™ account

4. Get Ask AI to help you configure your course settings, for example ask it to:

   1. Set this course to drip one module per week

   2. Set the price for this course to [price and currency] per month

   3. Add an instructor bio for [your name]

5. Always review and test a course before publishing or sharing the link - refer to our Course guides for the details

Note: Ask AI will ask for confirmation before making any significant changes and won't delete content without a clear instruction, so you can experiment freely without worrying about losing your work.

1. From the main Ivorey™ menu, go to Ask AI > click New chat > type a description of the image you want (e.g. Generate an image of a sunny beach yoga class for a wellness brand) > you can add a design style if you like, such as "realistic", "cartoon", or "3D" > and press Enter

2. After a few seconds, Ask AI will generate your image > type an edit instruction into the prompt field below the image, to refine it (e.g. add soft morning light or make the background brighter) > and press Enter

3. You can keep refining as many times as you like

4. Once you're happy with your image, click the [↓] down arrow, in the bottom left corner to download the image to your device, so you can use it

1. From the main Ivorey™ menu, go to Ask AI > click the [◧] window icon, to open the left-hand side panel > click [Customize] > and click [Scheduled]

2. Click [+ New task] > and fill in your task details:

   1. Name: a clear label (e.g. Monday content brief)

   2. Description: (optional) give more information about the task

   3. Prompt: exactly what you want Ask AI to do (e.g. Give me three content ideas for this week based on my brand voice)

   4. Frequency: choose how often it runs - Hourly, Daily, Weekdays, or Weekly

3. Click [Save]

4. You can also create a scheduled task straight from a chat by asking (e.g. Send me a summary of new leads every weekday at 9 am) > and Ask AI will set it up for you

5. Your task appears in the list with its next run time shown in your local time > and will also display in the left-hand sidebar, under the Scheduled drop-down

6. When a task runs, open it from your task list to read the result > a 🔵 blue circle marker shows you when a new result is waiting

   1. Click the 📝 note icon to edit the task > click [Save Changes]

   2. Click the 🗑 trash icon to delete the task

   3. Click the [▶ Run Now] button to run the task immediately

   4. Under Repeats, toggle it OFF to pause > and ON to resume (pausing stops it running until you resume it, without losing your past results)

1. From the main Ivorey™ menu, go to Ask AI > and either:

   1. Start a new chat or open an existing one > and type a prompt that needs Ask AI to access the web for information or to complete the action (e.g. Go to [website] and summarise their pricing plans for me) > Ask AI will prompt you to install the extension, click [Install]

   2. Go to the Customize tab in the left side panel > select [Connectors] > below Connected Apps, select [Browser Control] > toggle it ON to Enabled > and click [Get the Chrome extension]

2. You'll be redirected to the LeadConnector - Ask AI listing in the Chrome Web Store > click [Add to Chrome]

3. Review the extension permissions > and click [Add extension]

4. Return to your original prompt in Ask AI, and it will pick up where it left off - or start a new chat and prompt Ask AI > you can watch its progress in real time as opens a new browser tab and executes the request

5. You can press the [◼] stop button, in your Ask AI chat, at any time to stop an operation if needed (closing the AI-operated browser tab will not necessarily stop the task from being completed)

Note: The extension can also click, type, and fill in forms when a task calls for it - if it ever needs sensitive information, like a password or payment details, you'll be prompted to enter it yourself directly in the browser, and Ask AI never sees or stores these values.

1. From the main Ivorey™ menu, go to Ask AI > and click [Account] at the bottom left

2. On the Personalization tab, next to Memory, click the [Manage] button

3. Review the list of saved memories, or search to find a specific one

4. Click the 🗑 trash icon, next to any specific memory, to remove anything that's outdated or no longer useful

5. In the top right corner:

   1. Click the [≡] lines icon to sort by newest or oldest first

   2. Click the 🗑 trash icon, to delete all memories

   3. Click the [↑ Import Memories] button, to type or paste in anything you want Ask AI to remember about you or your business

      1. Copy the provided prompt > and paste it into your existing AI assistant (e.g. ChatGPT, Claude, etc.), to get a summary of your business from those existing threads

Note: You can import up to 100 memories at a time, and any duplicates are skipped automatically.

Yes, alongside writing content and answering questions, Ask AI can carry out supported actions from chat when you ask, such as creating a contact, applying tags, or updating a pipeline.

Yes. You can switch to other work in the platform or close the quick access panel, and your chats will keep processing in the background. You'll get a notification when Ask AI is done or if it needs more input to continue.

Yes. Click New chat to start another conversation alongside your current one - you can be active on up to 10 at once, each with its own separate context and history.

No, a scheduled Ask AI task will not email you with the result by default. It runs your prompt and saves the result to its history for you to read. It will only send an email or message if your prompt specifically asks it to, and your account is set up to send internal notifications and/or emails.

Yes, Ask AI is available in our mobile app, LeadConnector! Please refer to our LeadConnector App guide for the steps to download the app.

You can also chat with Ask AI straight from your WhatsApp, without needing to switch to the LeadConnector app. Please refer to our Use Ask AI Remotely guide for how to connect it.

No, each user only sees their own Ask AI chat history, even when sharing the same Ivorey™ account.