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.
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
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”
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.