Overview of Ask AI

Ask AI is AI-powered help inside JourneyCARE: you create content, get answers, and complete supported tasks without leaving the platform.

Who can use Ask AI

Ask AI is available only to organizations that have opted in to a JourneyCARE PremiumCARE or EliteCARE subscription level.

Where to find Ask AI

Ask AI is available from the top navigation bar and the left sidebar. Click the Ask AI icon in the top navigation bar and enter a prompt, or open the Ask AI menu item in the left sidebar to use the full-screen workspace.

In the full-screen workspace, click New chat to start a fresh thread and use Search to find previous conversations when available. You can type prompts or speak your instructions when voice input is available.

When you have no conversations yet, the sidebar empty state explains that you can start a new conversation or use a suggested prompt. Suggested prompts include "Give me blog post ideas about SMS marketing.", "Write a Facebook ad post using my brand voice.", and "Help me set up a community for local business owners."

What Ask AI can do

Ask AI turns prompts into content, communities, CRM work, contact summaries, funnels, and images.

• Branded Content Generation. Creates consistent messaging across emails, social posts, ads, and campaigns from your Brand Voice settings. Try "Write a Facebook ad post using my brand voice." or "Create a social media caption for our spring promotion."

• Create Communities. Guides you through community setup in chat instead of requiring multiple menus.

• Answer Questions and Generate Ideas. Provides answers, campaign inspiration, content ideas, CTA suggestions, and guidance for JourneyCARE tasks.

• CRM Actions and Data Retrieval. Finds, reviews, and acts on CRM information through supported actions and natural-language requests, such as "Show me tomorrow's booked appointments." or "Create a contact named John Doe with phone number 555-1234." See How your data is used in AI features for how that data is handled.

• Contact Summary Agent. Summarizes contact records, including communications, payments, appointments, and tasks. Try "Summarize this contact." or "What should I know before following up with this lead?"

• Funnel Creation Agent. Creates funnels through a guided AI experience using your business details, templates, brand personalization, and native JourneyCARE elements.

• Image Generation and Editing. Generates and edits images for campaigns, websites, emails, and social posts.

• MCP-Powered Actions. Completes supported actions from chat, such as creating contacts, updating opportunities, listing appointments, rescheduling appointments, applying tags, and making supported bulk updates. Try "Tag all contacts from last week's webinar as Webinar-2025."

Ask AI tools by category

Ask AI performs these actions from chat, grouped by product area.

Contact Management

Find, create, and update contact records, companies, opportunities, and relationships from chat.

• Contacts — Search, create, update, and delete contacts; manage tags, tasks, notes, followers, workflows, and campaigns.

• Companies & Businesses — Look up, create, and manage company and business records.

• Opportunities — Create and manage deals in your pipeline, add followers, and track lost reasons.

• Associations — Link and relate contact entities together.

Conversations & Messaging

Send and manage messages, campaigns, and email from chat.

• Conversations — Create conversations, send and cancel messages, and manage inbound and outbound communications.

• Campaigns — View and manage messaging campaigns.

• Email — Create and manage email templates, bulk campaigns, and email verification.

Payments & Invoicing

Create invoices and estimates, and manage payments, products, and store settings.

• Invoices — Create invoices, estimates, and schedules, and manage auto-payments.

• Payments — Manage payment providers, coupons, orders, and integrations.

• Products — Create and manage products, prices, and collections.

• Store — Manage shipping zones, carriers, rates, and store settings.

Automation & AI

View and manage workflows and AI agents from chat.

• Workflows — View and manage automation workflows.

• Conversation AI — Create and manage AI agents and their actions. See Conversation AI bot explained.

• Voice AI — Build and configure voice AI agents. See Overview of Voice AI agents.

• Agent Studio — Execute and manage AI agents.

Marketing & Content

Create social posts, blogs, funnels, forms, and trigger links from chat.

• Social Planner — Connect and post to Facebook, Instagram, LinkedIn, TikTok, and more.

• Blogs (Standard Site Editor, not Premium) — Create blog sites, posts, categories, and authors, with AI-assisted drafting.

• Funnels (Standard Site Editor, not Premium) — Manage funnels, funnel pages, and redirects.

• Forms & Surveys — View submissions and manage forms and surveys.

• Links / Trigger Links — Create and manage trigger links.

• Email ISV — Lead Connector email verification tools.

Settings

Configure organization settings, content, and users from chat.

• Custom Fields — Create and manage custom fields and folders.

• Custom Menus — Manage custom navigation menu links.

• Brand Boards — Create and manage brand color, font, and logo boards.

• Media — Upload, organize, and delete files and folders.

• Knowledge Base — Create and manage knowledge bases and FAQs.

• Reporting — Fetch dashboard and widget analytics data.

• Custom Objects — Create schemas and records for custom CRM objects.

• Proposals & Contracts — List and send document and contract templates.

• Courses / Memberships — Manage course products, lessons, quizzes, and offers.

• Phone System — Manage numbers, WhatsApp templates, and flows.

• Users — Create, update, delete, and filter users.

Memory & Personalization

• Persistent Memory — Remembers the user's preferences, role, and goals across conversations.

Search & Support

Get up-to-date information, platform help, and image generation from chat.

• Web Search — Find up-to-date information from the web.

• Support Tool — Answer platform how-to questions, troubleshooting, billing, and configuration queries.

• Image Generation — Generate, edit, or analyze images (brand-aware).

Task Scheduling

• Scheduled Tasks — Run queries or tasks at a future time or on a recurring schedule.

Appointment Scheduling (not for Events)

• Calendars — Create appointments, block slots, manage calendar groups, apply availability schedules, and add notes.

Before you generate branded content

Ask AI generates personalized and branded content from the Brand Voice settings your organization has configured.

Reading Ask AI responses

Responses appear in the conversation view and can contain paragraphs, headings, bullet points, numbered steps, links, and structured cards. Some structured responses appear in collapsible cards that you can expand.

Create a Voice AI agent with Ask AI

Ask AI guides you through creating a Voice AI agent from chat, from the initial request to testing the finished agent.

1. Ask Ask AI to create a Voice AI agent. For example: "Create a Voice AI agent that answers inbound calls, collects the caller's name and reason for calling, and routes urgent requests."

2. Answer the setup questions, such as your organization's name, the phone number to transfer urgent calls to, what counts as urgent, and the agent's name.

3. Review the proposal and confirm creation.

4. Test the agent with an inbound call or use Test Your Agent, and confirm urgent calls route correctly.

Managing conversations

The Ask AI sidebar lets you review previous sessions, return to an existing conversation, and start a new chat.

When Ask AI updates list-based elements, it modifies only the requested list item rather than rewriting the entire list. Item-level updates apply to Testimonials, Pricing Tables, Logo Showcase, and Number Counters. FAQs, Image Sliders, Photo & Video Gallery, and Navigation Menus are existing elements with improved updating behavior.