Getting Started with AI Workspace
What it is
AI Workspace gives a business a private AI assistant for its whole team, under your brand. It is like a chat assistant that already knows the business: it reads the Business Profile, looks up live data in every app the client owns, answers from the team's own documents and drafts emails, replies and posts in seconds.
What it knows
- The business: name, services, area, hours, phone and description from the Business Profile.
- Their apps, live: CRM contacts, deals and tasks; unpaid invoices and estimates; today's and upcoming bookings; ratings and reviews waiting for a reply; AI Receptionist leads, chats, bookings and calls; AI Smart Forms submissions with lead scores; email campaign results and subscribers; Business Phone calls and voicemails; documents waiting for a signature; Cloud Storage files; Content Engine posts; SEO Autopilot articles and keyword positions; AI Visibility scores; gift card sales; Link in Bio clicks; and every service they buy from your store.
- The team library: PDF, Word, Excel, PowerPoint, CSV and text files the team uploads. Answers name the document they came from.
It only reads. It never changes records, sends messages or takes payments. When something needs doing, it writes the draft and points to the right app.
Plans
| Plan | Wholesale | Team members | AI messages a month | Library documents |
|---|---|---|---|---|
| Starter | $15/mo | 3 | 1,000 | 25 |
| Pro | $39/mo | 10 | 5,000 | 250 |
Suggested retail is $39 and $99. Each answer from the Fast model uses 1 message and each Smart answer uses 5. When the month's messages run out, chats pause until the next month or an upgrade.
Where the client opens it
On your store at /workspace, from their account page, or from the app bar in any of their apps. Team members sign in at /workspace/login on your store.