Turn it on
- Open More > AI Insights Email.
- Turn on Enable AI Insights.
- Under Delivery Schedule, pick the Delivery Time and Timezone.
- Under Recipients, type an email address and click +. Add everyone who should get it.
- Click Save Settings.
It comes once a day, every day, only to the addresses you added. Sent before 3 PM, it covers yesterday and today's schedule. Sent from 3 PM on, it covers today and tomorrow's schedule.
See insights in the app
Open Reports and the AI Insights tab. It shows the latest report: key numbers and What needs your attention. Click Done or Dismiss on each item. Show detailed metrics opens sales, operations, money and customer numbers. The other Reports tabs show a short AI insights strip with View all. Reports are kept for 30 days.
Common questions
#### Which plan includes Wrapstart AI?
The agents are on the Dominator plan. The AI Receptionist is on Dominator or as an add-on.
#### Will the AI send anything without asking me?
Not unless you let it. The Lead Agent starts on Approval Required, so every message waits for you. Only Auto-Response sends on its own. See Set up the Lead Agent.
#### Why didn't the Lead Agent reply to a new lead?
Check that it's Active, that Engage every new lead automatically is on or the lead was assigned to it, that AI engagement is on for that person, and that it's inside your Contact Hours. Leads from the online shop or a call start once they message you.
#### Does importing leads start the AI?
No. Imports never start the Lead Agent, automations or notifications.
#### Does the AI make up prices?
No. It uses your rules, proposals, Price Book and service prices, and asks you when they disagree. See How the AI chooses a price.
#### Can I stop the AI on one customer?
Yes. Turn off AI engagement on their lead or customer profile.