AI Assistant: Automate Tasks Easily

Peikly AI Assistant Guide #

The Peikly AI assistant helps you complete tasks faster by guiding you step by step and preparing actions for you.

Instead of navigating multiple menus, you can simply describe what you want, and the system helps you achieve it.

What the AI Assistant Can Do #

With the AI assistant, you can:

• Create campaigns and messages
• Build automation workflows
• Set up email and WhatsApp features
• Get step-by-step guidance for tasks

The AI assistant simplifies complex processes and reduces manual work.

How to Use the Peikly AI Assistant #

To use the AI assistant:

1. Open the AI assistant inside the platform
2. Describe what you want in simple words
3. Review the suggested steps
4. Confirm if you want the system to prepare the task

The assistant will guide you through the process or prepare the setup for you :contentReference[oaicite:0]{index=0}.

How the AI Assistant Works #

The AI assistant follows a structured approach:

• Understands your request
• Breaks it into simple steps
• Asks only necessary questions
• Prepares forms and configurations
• Confirms before taking action

This ensures you stay in control while getting help.

Example Tasks You Can Automate #

You can ask the AI assistant to:

• Send a promotional message to customers
• Create a WhatsApp template
• Set up an email campaign
• Build a follow-up workflow

The assistant will guide you or prepare the task automatically.

Step-by-Step Guided Experience #

When using the AI assistant:

1. You ask for a result (not a feature)
2. The assistant explains the process
3. It asks if you want help creating it
4. It collects required information step by step
5. It prepares the task for you
6. You review and confirm

This reduces complexity and speeds up execution :contentReference[oaicite:1]{index=1}.

What the AI Checks Before Acting #

Before completing a task, the AI assistant checks:

• Your access permissions
• Your subscription plan
• Required setup (WhatsApp, email, etc.)

If something is missing, it explains what needs to be fixed :contentReference[oaicite:2]{index=2}.

Common AI Assistant Scenarios #

Sending Your First Message #

The assistant helps you:

• Choose the right channel
• Prepare message content
• Open the correct page with fields filled

Creating Your First Campaign #

The assistant:

• Suggests templates
• Helps define the audience
• Prepares campaign setup

Building Automation Workflows #

The assistant:

• Suggests triggers and steps
• Builds a draft workflow
• Lets you review before activation

Tips for Using the AI Assistant #

• Describe your goal clearly (e.g., “send an offer”)
• Let the assistant guide you step by step
• Review the summary before confirming
• Start with simple tasks first

What the AI Assistant Does Not Do #

The assistant will not:

• Skip permission or plan checks
• Perform actions without confirmation
• Create incomplete or invalid setups

This ensures safe and controlled usage :contentReference[oaicite:3]{index=3}.

Summary #

The Peikly AI assistant helps you work faster by guiding you through tasks and preparing actions automatically. By using it effectively, you can reduce complexity and focus on results instead of manual setup.