What the AI Assistant can do
The Foundations Assistant is a chat-based tool built into your dashboard. Instead of navigating menus and filling in forms, you can simply tell it what you want to do, and it handles the rest. The assistant is currently in beta. It works well for common tasks, but you may occasionally run into rough edges.
Here are some of the things it can help with:
- Schedule sessions: "Schedule Tom for Thursday at 10am"
- Create session blocks and send invoices: "Create a 10-session block for Sarah at £50 per session and send the invoice"
- Check client info: "How many sessions does Tom have left?"
- Look up your schedule: "What do I have on this week?" or "When is my next session with Sarah?"
- Find free slots: "When am I free on Friday?"
- Cancel or reschedule sessions: "Move Tom's Thursday session to Friday at 2pm"
- Mark sessions complete: "Mark today's session with Sarah as completed"
- Ask questions about your business: "Which clients haven't had a session in over 3 weeks?" or "What's my cancellation rate this month?"
How to use it
- Click the chat icon in the bottom-right corner of your dashboard.
- Type what you want to do in plain English. No special commands needed.
- For actions that change your data (scheduling, invoicing, cancelling), the assistant will show you a confirmation card before proceeding. You review the details and approve or cancel.
Confirmation cards
The assistant never takes important actions without your approval. When you ask it to schedule a session, create a block, or send an invoice, it will show you a confirmation card with the details. You can review everything and click Go ahead to proceed, or Cancel to stop.
Batch confirmations: If you ask the assistant to do multiple things at once (e.g. "schedule Tom and Sarah for Thursday"), it will group them into a single confirmation card so you can review everything together.
What it can't do (yet)
- It can't access external systems. It only works with your Foundations data
- It can't send messages to your clients directly (e.g. WhatsApp or text)
- It can't modify your account settings or Stripe configuration
We're actively adding new capabilities. If there's something you wish the assistant could do, let us know at support@usefoundations.app.
Tips for best results
- Use client names. The assistant knows your clients by name. Just say "schedule Tom" instead of looking up IDs.
- Be specific with times. "Thursday at 10am" works better than "sometime this week."
- Ask follow-up questions. The assistant remembers the context of your conversation, so you can say "and send him an invoice for that" after scheduling.