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AI Assistant

Ask questions. Get work done.

Summarise a contact, ask follow-up questions and prepare the next step directly in chat.

Book a demoSee how it works

Here’s what you can do.

Three examples show how you can use AI Assistant.

01

Get the context before a conversation

Select the right contact. The assistant summarises existing messages, appointments and tasks to help you prepare for your next conversation.

The AI assistant summarises the enquiry, appointment and open task for the selected example contact.
Simplified product example · not a live product view
02

Follow up on what matters

Ask in the same chat: what is still pending, or when is the next appointment? Answers use the available contact information.

A follow-up in the same chat reveals the open Send proposal task for Alex Example.
Simplified product example · not a live product view
03

Create the next step

Ask for a callback task, for example. Check the contact, task and assignee in the proposed action before approving it. Then check the entry in the contact record.

A callback task with the contact and assignee is waiting for deliberate approval.
Simplified product example · not a live product view

What this changes for your day-to-day work.

The practical benefits of AI Assistant.

Get a guided start

Choose an available task, such as setting up a booking calendar. The assistant asks for the information it needs. Your permissions determine which templates appear.

A booking-calendar template asks for the calendar name in the assistant.

Speak instead of typing

Ask in voice mode, listen to the reply and switch back to text when needed. Your browser needs permission to use the microphone.

Voice mode receives an appointment question and offers a switch back to typing.

Understand the selected field

Select a field on the page and ask what it means. This works with the assistant alongside the page, not in its standalone full-screen view.

A selected appointment-buffer field is explained in the assistant beside the page.

Keep your preferences handy

Saved information can inform future answers, such as your preferred tone. Review the stored context and remove outdated or irrelevant entries.

Saved preferences for tone and response length can be reviewed and removed.

Schedule regular summaries

Schedule a contact summary every Monday, for example. Check the time and time zone, then find results in the run history. This does not automatically send an email.

A scheduled contact summary shows its weekday, time, time zone and access to results.

Simplified examples, not live account data.

What you need to get started.

We check access, user permissions and supported tools in your account. Some actions need additional connections. AI usage and scheduled runs may incur costs; scope and billing are clarified before setup.

The AI Assistant helps your team work inside the account. Separately configured AI chatbots handle customer conversations. Use Workflow AI in the Workflow Builder to create or edit workflow steps.

Availability and any add-on or usage costs are confirmed for your ONE LOOP account before implementation.

Manage contact details, notes and tasks in one place.

Turn your idea into a visible workflow. Refine it in chat, review its settings and test before launch.

Answer enquiries, collect information and qualify leads.

All AI & Automation features

Your questions, answered.

Is this a chatbot for my customers?

No. You and your team use the AI Assistant inside the account for lookup, preparation and supported actions. Customer conversations on a website, messenger or phone use separately configured agents.

Can the assistant operate every part of the system?

No. Access and capabilities depend on the account and available tools. For example, the assistant can list existing workflows but cannot edit their steps; that is what Workflow AI is for. It cannot directly control the website builder or listings either.

Does asking a question change my data?

A lookup does not change data. For supported write actions in chat, the assistant presents an approval for review. Check the target, content and scope carefully, then verify the result. An AI answer or confirmation does not replace your own review.

Are all requests and scheduled runs included?

That depends on your agreed scope. Complexity, tools and generated media can affect usage. A scheduled run also counts as AI usage. We clarify access and billing before you activate recurring tasks.

See it with your own use case.

Let’s explore your use case and what the setup requires.

Book a demo