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Getting started

What is the help Assistant and what can it do?

The Assistant is a copilot inside the panel: it knows all the help, sees your proposals and can run actions for you (always with your confirmation). It's there to answer questions and save you clicks.

  1. 1Open «Assistant» in the menu (or the copilot button in the editor).
  2. 2Ask it how to do something or ask it to do it (e.g. create a draft automation, change a setting, edit the proposal).
  3. 3Review what it proposes and confirm before it's applied.

Consejo: The Assistant doesn't handle your clients' personal data. The actions it runs are logged.

More in Getting started

Still have questions? Write to us at hola@proposal.travel and we'll help.