Use AI Assistant, file review, and automatic memory
Create reviewed work, analyze saved data, and reuse preferences across chats.
Enable and open the assistant
- Configure a valid key/model and turn on Settings → AI Provider.
- Select AI Assistant in the top bar to open its animated chat panel.
- Choose Entire workspace or Current page only in the scope dropdown.
- Type a request or use Create campaign, Build Rule Agent, Design/Write Email, or Analyze Report. Review the result before applying changes.
The assistant uses your selected online API provider. It is not an offline local language model, and provider charges can apply. Some analysis questions use more than one API request.
Example: prepare a campaign, do not start it
Ask: “Create a New Year 2027 email campaign for my AeroMailer contact list. Use a friendly tone and keep it as a draft.” Check the chosen list, recipient eligibility, subject, message, and proposed changes. Approve the saved proposal, then open the draft in Campaigns for the normal final review, test, schedule, and start controls. Creating or opening a draft is not a completed send.
The assistant can prepare templates, signatures, Spintax, inactive agents/workflows, and selected non-secret settings. Credentials, sending, existing-record changes, imports/exports, restore, assignments, and destructive operations may open their normal page/review instead. It does not execute arbitrary commands, SQL, or unrestricted source-folder changes.
Analyze saved data
Ask about campaign failures, account usage, unsubscribe/bounce trends, contact-list totals, cached Inbox counts, or automation activity. Check the stated date range and missing data against Reports. Saved aggregates are not proof of Inbox delivery, opens, clicks, revenue, or complete remote-mail synchronization.
Attach files and review contact imports
Use the paperclip for XLSX, UTF-8 CSV/TXT/MD, PDF, PNG, JPG/JPEG, or WebP. Limits are 5 files, 5 MB per file, and 10 MB total. Selected files are shared with your configured provider when you send; upload only data you have permission to share. Model capabilities and bounded extraction can limit the answer.
For a spreadsheet/image contact request, name the destination list and ask the assistant to prepare the rows. Its approval opens the normal contact import review; inspect mappings, errors, Variables, and duplicates and confirm there. “Ready for contact review” is not “contacts imported”. Large or ambiguous files may require correction or a normal CSV import.
Automatic preference memory
Memory is automatic, not an optional switch. State preferences explicitly, for example “Use a friendly tone and short paragraphs.” Relevant preferences and grounded completed-chat work can be recalled in new chats and after restarting. Correct a preference clearly when it changes; the newest explicit instruction/current workspace state takes precedence.
Pending, dismissed, failed, or uncertain work is not a confirmed completed action. Raw uploaded file bytes are not recalled across chats; attach a needed file again. Memory uses a bounded relevant selection, not every historical detail in every request. Do not put passwords or API keys in chat. Deleting a conversation also removes its derived memory; already saved workspace records remain. Same-owner backups include assistant history/memory; staff transfers do not.
History, cancellation, and safe review
Use History to reopen a chat, New chat to begin another, Expand/Restore for space, and the solid Stop button to cancel generation. Closing the panel does not delete its chat. Check saved/uncertain proposal status before asking for the same change again. Automatic memory does not grant permission to send, delete, or bypass native safety checks.
