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Applies to: Agencies and anyone building for a client

Can I tell the AI assistant to set up everything for a new client's business?

Yes. You do not need to know where or how to do something in the platform. Tell the AI assistant you have a new client and what you want. If you give only a general instruction, it decides what it thinks is best, so be specific for the result you want. For example: I have a new client, a chiropractor, and give the business name. Then ask it to build a new website, build an AI receptionist, connect a calendar for the business, and create a database reactivation campaign by text and email. It does each of those things, and seeing the result also shows you how it is done.

Websites it creates are in the website builder, where you can edit them yourself or ask the AI for a change, for example change all pink buttons to orange. If it does not do what you want, explain it more clearly, like instructions to a web designer.

You can also use snapshots: build a complete setup once, save it as a snapshot and pass it down to your sub-accounts. Both approaches work. Actions the assistant takes use AI credits.

If you are stuck, click the Live Support button. Support helps whether the question is for you or for a client.

Updated October 21, 2026More in AI AssistantAll FAQs