Assistants: Guide, the expert bots, and who does what
Published and maintained by Adtro Media
Assistants (sidebar) opens the hub. Two kinds of assistant live there, and the difference is the whole point.
Guide — always on, free with every plan, and the floating button on every page. It explains the application: where a feature lives, what a setting does, the exact steps, and which assistant performs a job. It reads none of your business data and changes nothing, so it can never quote a figure at you or start something you did not expect. Ask it "how do I…", "where is…", "why did this happen", or "who does X".
Expert assistants — one per area of the business. These are the ones that read your live data and do the work, each as a pending action a teammate confirms with one tap. Nothing changes silently.
- Finance (FinBot): supplier bills and receipts, expenses, customer invoices, GST, P&L and balance sheet, bank reconciliation, fixed assets and tax.
- HR: staff records, work passes, leave, pay runs, CPF, IR8A and employment letters.
- Operations: products, prices, happy-hour promos, stock and restocking, menu and product imports, recipe costs, booking policy, holiday closures — and live sales, best and worst sellers.
- Marketing: WhatsApp campaigns, ads, segments, loyalty programmes, content ideas, and what a campaign actually earned.
- Sales: open the Sales assistant, then use Today, Enquiries, Quotes, Follow-ups or Import a list from its workspace rail. Import a list is where a prospect list or an existing customer list is uploaded — it takes any column layout.
- Legal: PDPA, employment and contract questions, grounded in the documents you give it.
Switch between them with the assistant picker at the top of a chat, or from the hub. Which ones a brand has depends on its plan and its packs — a locked card says how to unlock it (Settings > Packs, or Settings > Billing).
- Attach files (paperclip) in an expert assistant's chat: bills and bank statements to Finance, product and menu files to Operations, staff lists to HR, lead and contact lists to Sales or Marketing. Guide has no paperclip — it does not read files.
- Personality: managers can set the assistants' tone, voice notes, and an eBot customer greeting via the Personality button — your brand's voice on top of the platform rules.
- Rate replies with 👍/👎 — thumbs-down replies are reviewed to improve the assistants.
- eBot is different again: it faces your customers on WhatsApp rather than your staff.