Wrapstart AI: looks things up and acts for you
Click the robot icon in the header (tooltip Wrapstart AI), or type into the AI box on your Home dashboard. On a phone-sized browser window, use the mobile app instead.
- Ask about your customers, schedule, prices or revenue, or how to do something.
- Ask it to do something, like Lead triage, Cold lead follow-up or Quick quote. On plans with the Wrapstart Agent, the panel is called Wrapstart Agent and it can send texts and emails, update leads, schedule follow-ups and create leads, quotes and bookings. On other plans it opens the form filled in for you to save.
- Before anything happens, it shows what it wants to do. Click it, check the preview, then click Confirm & Execute or Edit in Form, or Cancel.
The icons at the top start a New conversation or open your Conversation history.
Help Assistant: shows you how
Open your profile menu in the top right and choose Help Assistant, or click Ask the Help Assistant in the Help Centre. Ask how to do anything in Wrapstart. It answers from the Help Centre articles, lists its Sources, and can take you to the right page. It never changes anything in your account.
Tip
Not sure where a setting is? Ask the Help Assistant. Want something done? Ask Wrapstart AI.