---
title: The assistant
summary: The assistant helps the team in the web version and in the app. It finds, counts and does things in the business, with the rights of the person who writes to it.
tools: []
related: [assistant-mode, confirmation-cards, chat-topics, feedback-to-team]
search: [AI assistant, copilot, chat to manage business]
---

# The assistant

The assistant is the agent for the people of the business. The online
admin is another agent: it answers clients in the chats, and the assistant answers
the team (see [Built-in agents](../runs/built-in-agents.md)).

## Where it is

In the web version it is the **Assistant** panel, and in the app it is the
**Conversation** tab. Each person has one conversation with it in each business,
and nobody else sees it, the owner included. On an empty conversation the
assistant greets the person and offers three questions to start with: "Where do I
start?", "What can you do?" and "What do I have tomorrow?".

A person writes as in a messenger: what to find, count or do. While the assistant
answers, it shows the answer as it is written, and **Stop** is available (see
[Stopping, cut-offs and retries](../runs/stopping-and-retry.md)).

## What it can do

It reads and changes the business's records through the same operations a person
or a program connected over MCP uses: visits, schedules, contacts, services,
conversations with clients, the knowledge and the settings of the business.
It works in the branch the person has open and keeps to what the person's role
allows. If the role does not allow something, the assistant says so and does not
try to get around it.

## What it does not do

- It does not do the matters of the person's own account.
- It does not send mailings. It writes to clients one chat at a time, and it
  refuses to write to many different chats in one go.
- It does not promise dates, and it does not promise to tell the person when a
  missing feature appears (see [Request to the Talemo team](feedback-to-team.md)).

## Writing to clients

A message to a client is a thing the assistant always asks about, in both modes.
The card shows the text, and it goes exactly as written. A chat in a messenger can
be answered only while the messenger's reply window is open. When the client wrote
more than a day ago, the card says the window has closed and the answer has to be
given in the channel's own app.

## What the answer shows

Under an answer the assistant shows what it did and where the answer comes from
(see [Run journal](../runs/run-journal.md)). Names of people, services, places
and the business are written as in the records. The assistant names places of
Talemo as they are on the person's screen (see
[Places and context](../runs/places.md)).

## Screens in the app

In the app the assistant can also show data: it answers in a short sentence and puts a
row under it that opens a screen with live data, and after a change it made, Talemo
puts the result under the answer by itself (see [Screens the assistant shows in the
app](views-in-the-app.md)).

## Who can use it

A role is given the right **Give the assistant work**. **See what the assistant did**
shows the person's own runs. The assistant spends the business's money, and the
owner can limit it (see [Spend of a run](../runs/run-spend.md)).