Assistant

The Assistant is Resool's built-in AI helper, available on every page. Ask it how to do something ("How do I connect WhatsApp?"), what you can do on the page you're on, or ask it to set something up for you, such as an AI agent that answers shipping questions or a workflow that welcomes new customers. You can type, speak or attach a screenshot. When the Assistant proposes a change, it shows it on a card and nothing changes until you press Apply; every applied change is logged and can be undone.

#Before you begin

• Every member of the workspace can ask the Assistant questions.
• To apply a change, you need the same permission that change needs on its own page. For example, creating a workflow needs Connect and configure channels, and creating an AI agent needs Configure AI agents.
• The Assistant uses AI requests from your workspace's monthly allowance. See Usage and AI Tokens.

#How to open the Assistant

Click the sparkle icon (Assistant) at the bottom of the left menu, or press ⌘J on Mac (Ctrl+J on Windows). Press the shortcut again to close it.

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Any page › Assistant (sparkle icon at the bottom of the left menu)

The Assistant panel with the "How can I help?" greeting and the starter questions: How do I connect WhatsApp?, Create an AI agent that answers shipping questions, Build a flow that welcomes new customers, and What can I do on this page?; the "Ask anything…" box with the picture, mic and send buttons.

File: screenshots/assistant-panel.png

#How to ask the Assistant

1. Type your question in Ask anything…, or pick one of the starter questions.
2. To talk instead of typing, click Speak, say your request, then click Done. Your words are written into the box.
3. To show the Assistant something (a screenshot, a sheet, a form), click Add a picture and attach a PNG, JPG, GIF or WebP image up to 8 MB.
4. Click Send.

The Assistant answers in your language and can include buttons that open the right page in Resool, so you can go straight there.

#How to let the Assistant set things up

Ask it in plain words, for example "Create an AI agent that answers shipping questions" or "Build a flow that welcomes new customers and asks what they need". The Assistant can propose:

1. The Assistant shows each proposal on a card with what it will create.
2. Read the card, then click Apply to make the change, or Not now to skip it.
3. After applying, use Open to go to what was created and fine-tune it.

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Any page › Assistant › ask "Create an AI agent that answers shipping questions"

The Assistant's reply with a proposal card describing the new AI agent (name and instructions), the Apply and Not now buttons, and the "Nothing changes until you press Apply." note.

File: screenshots/assistant-apply-card.png

#How to undo a change

1. In the Assistant, open What the assistant did. It lists every change made through the Assistant in the workspace, newest first.
2. Click Undo next to the change you want to reverse. It's marked undone.
3. Click Back to chat to return.

You need the change's permission to undo it.

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Any page › Assistant › What the assistant did

The history list with three applied changes (an AI agent, a workflow and a tag), one marked "undone", and Undo buttons on the others.

File: screenshots/assistant-history.png

#Notes and limitations

• Nothing changes in your workspace until you press Apply.
• The Assistant proposes up to three changes per answer.
• Pictures can be PNG, JPG, GIF or WebP, up to 8 MB.
• Click New chat to start a fresh conversation with the Assistant.

#FAQ and troubleshooting

#The Assistant says I don't have permission.

The change needs a permission your role doesn't have. Ask an Owner or Admin to apply it, or to give your role the permission in Settings › Roles. See Roles and Permissions.

#The microphone doesn't work.

Allow the microphone for Resool in your browser, then click Speak again. You can always type instead.

#I get a message that the AI limit was reached.

Your workspace has used its AI requests for this month. An Owner can buy AI tokens or change the plan in Settings › Plan & billing.

#Can the Assistant change things I didn't ask for?

No. It only proposes changes on cards, and only what you approve with Apply is made. Everything applied appears in What the assistant did.

#What's next?

• Building Workflows with AI
• AI Agents
• Workflows Overview