AI Assistant

💎Max The AI Assistant is available on Max plans.

The AI Assistant helps you interact with your Timeblu data using natural language. Ask questions, take actions, and manage your business - without navigating through menus.

Accessing the AI Assistant

Look for the floating chat button in the bottom-right corner of your dashboard. Click it to open the assistant.

First-Time Setup

When you open the AI Assistant for the first time, you’ll be asked to provide consent for the assistant to access your account data. This is a one-time step required before you can start chatting.

Your data is processed securely. The AI Assistant only accesses data within your Timeblu account.

Voice Input

Instead of typing, you can speak to the AI Assistant using the microphone button.

Tap the microphone icon next to the send button
Speak your question or command naturally
Tap the microphone again to stop recording
Your message appears in the text box - review and edit if needed, then send

The assistant automatically cleans up your speech - it removes filler words like “um” and “uh”, and handles self-corrections. For example, if you say “Show me my clients… no wait, show me my revenue this month”, it will understand you meant “Show me my revenue this month”.

Your browser will ask for microphone permission the first time you use voice input. This works on both desktop and mobile.

What the AI Assistant Can Do

Look Up Information

Search clients - Find clients by name, email, or phone number
View client details - See full client profiles, session history, and notes
Check your schedule - View sessions for any date or date range
See upcoming sessions - Quickly check what’s next on your calendar

Analyze Your Business

Dashboard metrics - Session counts, active clients, confirmation and cancellation rates
Revenue insights - Total revenue, average session value, and trends over any period
Client value - Lifetime value and retention metrics
Occupancy - Calendar utilization and how full your schedule is
Survey feedback - Analyze client survey responses, identify patterns in ratings and comments, and surface actionable insights

Take Actions

The assistant can also perform actions on your behalf. Some actions run immediately, while others require your confirmation first.

Runs immediately:

Confirm a pending session
Create a new client
Update client notes
Add or remove a holiday/day off

Asks for your confirmation first:

Cancel or restore a session
Reschedule a session to a new date/time
Update a session’s status (completed, no-show, etc.)
Create a new session/booking
Block time or create calendar events
Delete a calendar event
Send a confirmation or cancellation email to a client

Get Help

Ask about features - The assistant can point you to the right help article for any Timeblu feature

The Assistant Remembers You

The AI Assistant learns your preferences over time. For example, it may remember things like your busiest days, preferred session types, or how you like information presented. This makes conversations faster and more relevant the more you use it.

Example Questions

“How many sessions do I have this week?”
“Show me my top 5 clients by session count”
“What was my revenue last month?”
“Find clients who haven’t booked in 30 days”
“What’s my cancellation rate this quarter?”
“Cancel tomorrow’s 10am session with Maria”
“Create a new client named Alex with email alex@example.com”
“Block next Friday afternoon on my calendar”
“Reschedule session #123 to next Monday at 3pm”
“Send a confirmation email for my next session”
“What are my clients saying about wait times?”
“Summarize this month’s survey feedback”
“Which service gets the best ratings?”

Usage Limits

Your Max plan includes 100 messages per month. The usage badge on the assistant shows how many messages you’ve used.

Messages reset at the beginning of each billing cycle
Each question and follow-up counts as one message
The badge updates in real time as you chat

Once you reach 100 messages, the assistant will be unavailable until your next billing cycle begins.