Dispatch lets you run your Ask AI copilot from outside Ivorey™. You’ll have all the same Ask AI capabilities, just reachable from your phone in the apps you’re already using, without needing to switch to the LeadConnector app or get on desktop to open Ivorey™.
Currently, you can connect your WhatsApp account, to dispatch Ask AI remotely. We have more app support coming soon, including Slack and Instagram.
From your connected WhatsApp account, you can prompt Ask AI to:
Look up contact details, add notes, and update supported fields in your CRM
Check your calendar and get appointment information
Draft a blog post, and send it to you to review and refine
Generate email templates, images, video, and audio
Set up recurring tasks
Run any of your saved Ask AI Skills
Answer general product or business questions
And everything else you usually use Ask AI for!
This guide is perfect if you want to:
Prompt and run Ask AI directly from a WhatsApp chat, without opening Ivorey™ at all
Only one WhatsApp number can be connected to Ask AI at a time. This connection is tied to your individual Ivorey™ login, so no other users in your account will be able to access it. They’ll need to connect their own WhatsApp number to their own Ask AI, if they want to operate it remotely.
From the main Ivorey™ menu, go to Ask AI > click [Customize] in the left side menu > then click [Dispatch]
Under Connected channels, select [WhatsApp] > and click [Connect WhatsApp] in the right-hand window
Select your country from the drop-down > enter your WhatsApp number (without the country code) > and click [Continue]
Scan the QR code shown with your phone’s camera - this will open a chat with LeadConnector, inside WhatsApp
Send the pre-written message, to receive a verification code > enter that code back in Ivorey™ > and click [Verify] to confirm the connection
Note: The verification code expires in 5 minutes. If it times out, just restart the connection steps.
In Ivorey™, WhatsApp will now show as Connected, under Connected channels > and you can click [Disconnect] to remove the connection any time
In WhatsApp, test the connection by sending a message in your LeadConnector chat, to prompt Ask AI (e.g. ask how many contacts you have in your account, and confirm the response is accurate)
Once you’ve confirmed the connection is working normally, you can prompt Ask AI directly from your WhatsApp any time, by messaging this LeadConnector contact!
Note: You can rename the LeadConnector contact in WhatsApp to Ivorey™ Ask AI, if you prefer.
Every WhatsApp conversation you have with Ask AI is saved back in Ivorey™ for reference. You can’t continue a WhatsApp thread from inside Ivorey™, you would need to return to the chat on WhatsApp to pick up where you left off. But you can review the full thread and find additional context for how Ask AI processed any requests.
From the main Ivorey™ menu, go to Ask AI > click [Customize] in the left side menu > then click [Dispatch]
Click [View Dispatch Sessions] at the top, to view all your past WhatsApp conversations:
Use the Search bar at the top, to find specific chats or topics
Use the Dispatch type drop-down, to filter by channel (currently only WhatsApp is supported)
Use the Sort button on the right, to resort by newest or oldest messages first
Each logged chat will display the main topic title, the date and time of the message, and the connected channel it’s from (currently only WhatsApp)
Click on any chat to open and review the full thread
No. Chatting with Ask AI from your connected WhatsApp account is accessing the same Ask AI copilot with every capability intact, just accessed through WhatsApp instead of the app.
Yes. Ask AI will always confirm with you before making any significant changes, no matter where you’re prompting from. So generated or drafted content, or an account update comes back to you to review, refine, or approve first.
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 🤍
