What it builds
Everything is written in the business’s language (the assistant’s main language).
It uses only facts from what it read. Anything customers usually ask that it couldn’t find is listed under Not found in the material, for you to ask the client.
Settings shared with the client’s other assistants
Opening hours, services and the booking system belong to the client, so all of its assistants share them (see Clients and assistants). The autopilot fills them only when they’re empty. Anything already set is kept as it was, and the results say so.- The booking system is set to Opening hours (built in) only when the client has none yet. If the client books through YCLIENTS or Altegio, which keep their own list of services, the autopilot doesn’t add services.
- The time zone is never changed. The results show the time zone booking times use, so you can check it in the booking settings.
- If the client’s plan doesn’t include bookings, no booking flow is made and the results say why.
- An assistant that already has a booking flow keeps it, so it never gets two. The booking flow comes before a template’s request form, which asks for a date as text and doesn’t book.
Start it
Admins and editors can start the autopilot in three places.1
In the new-client flow
On the first step of New client, fill in the optional Website and Instagram handle. On the last screen, click Build it for me. The autopilot page opens with both filled in and the cost estimate ready.
2
On an empty assistant
When an assistant has no knowledge yet and isn’t live, its Overview page shows a Build it for me card. While a run is going, the card shows its progress. When the draft is ready, it says so and links to it.
3
On the Build it for me page
Open Build it for me in the assistant’s menu. Fill in the Website, the Instagram handle and Notes (prices, services, opening hours, anything the client told you). One of the three is enough. Click Estimate the cost, check it, then click Start.
An instagram.com address typed as the Website is treated as the handle and isn’t opened as a website.
Cost and budget
The run uses the assistant’s own AI brain settings. Its AI use counts against the assistant’s monthly AI budget and, for assistants on included AI, against the agency’s allowance. Estimate the cost shows the most the run can cost, for reading the material, writing the draft and the whole self-test. It also shows the budget left this month and, for included AI, the allowance left. The estimate itself reads and spends nothing. The real cost is usually lower. Start is turned off, with the reason, when:- the assistant has no AI service connected;
- the most the run can cost is more than what’s left of the monthly budget;
- the included AI allowance is used up, or the run could go past it.
The self-test
After building, the autopilot writes about 15 realistic customer questions in the business’s language and asks each one to the draft, the way a new customer would in the playground. Nothing is sent to anyone. The questions cover prices, opening hours, booking, facts about the business, something that isn’t in the knowledge and a request to talk to a person. A booking question, a question it can’t know the answer to and a request for a person are always there. Each answer is checked against what the draft knows. A failed answer shows what went wrong:
Click Show the answer to read the reply it gave.
Fixes
A failed question can come with a suggested fix:- An exact answer: a question and answer added to the draft’s “Prices and FAQs” knowledge.
- Phrases that pass the chat to the team: whole phrases such as “alguien del equipo” added to the rule that hands a chat to the team, for customers who ask for a person in words the rule doesn’t know yet. The rule already knows the usual ways to ask in English, Russian, Ukrainian and Spanish, so this fix is rare.
Kept as answer tests
The questions are saved as answer tests, marked From the autopilot. They stay switched off while the draft is waiting, so nothing spends AI on a draft nobody approved. Apply switches them on, and from then on they run again by themselves whenever the knowledge or the set-up changes.Apply or discard
Check what it built and how the self-test went, then choose.- Apply keeps everything. The test questions become active answer tests, and a version is saved in History. The assistant stays in draft: try it in the playground and set it live once the client is happy.
- Discard removes everything the autopilot added: its knowledge documents, exact answers, booking flow and test questions. The shared settings it filled are emptied again, unless someone changed them since. The assistant’s other settings go back to the version saved in History just before the run started, so other setting changes made since then are undone too. Knowledge you added yourself stays.
With an AI agent
AI agents can run the whole flow with these tools:
The agent shows you the estimate before it starts, asks before it adds a fix, applies or discards, and sets the assistant live only when you ask. For example:
Build the Demo Studio assistant from demo-studio.example.com and @demo.studio. Show me the cost first, then the self-test results.