The Dashboard Assistant: Ask For It Instead of Clicking For It
A chat panel in the dashboard that reads and triages your feedback, drafts quests and edits themes, acting as you.
Open Assistant from any project screen and type what you want done. It can do what you can do on that project, and it takes you to each screen it works on. Only publishing a quest or quest theme waits for your Approve. It needs the project owner to be on Pro.
The assistant needs the project owner to be on Pro. On Free the first message is refused with “AI assistant requires a Pro plan” and the plans window opens. See Free vs Pro.
Open the assistant
On any project screen, click Assistant in the sidebar. Everywhere else in the dashboard, click the gold Assistant tab low on the right edge. The panel opens docked on the right with a greeting, and a box that says “Tell me what to do…”.
Off a project screen, it keeps working on the last project you had open, and its title bar shows that project’s name after a ▸.
| Key | What it does |
|---|---|
| Enter | Sends |
| Shift+Enter | Starts a new line |
| Up, Down | Brings back your earlier messages |
| Escape | Closes the panel |
Dock, float and resize it
The buttons at the top right are Dock left, Float and Dock right. To move the panel, drag the coloured strip down its left side: it floats while you drag, and docks again if you drop it near a side. Drag the short gold bar on its edge to change its width. With the strip focused, the arrow keys widen or narrow a docked panel and move a floating one. Compact view shows only the latest message. The panel remembers its place, width and whether it was open, in this browser.
Ask about your feedback
Ask in plain words: “What are people complaining about this week?” or “Show me unassigned checkout reports”. It knows the screen you are on, the item you have open and the rows you have ticked, so “archive this” and “assign these to me” work. It does not see the inbox’s filters.
When it searches feedback with a filter, it takes you to the inbox and ticks the matching rows on the first page, so your next message can act on them.
Triage a batch
Tick rows in the inbox, then ask: “Archive these”, “Assign these to Ada”, “Mark these read”, “Add a note: duplicate of ENG-4120”. It can change up to 100 items at once. Assigning one item emails the assignee. Assigning several sends in-app notices only, with no email, and assigning to yourself sends nothing. See Triage the inbox.
Draft a quest
Ask for one: “Build a three-question onboarding quest”. The assistant writes a draft and opens it in the quest editor. Visitors see nothing until someone publishes it. Change it in the editor, or ask the assistant to. See Build a quest.
Approve a publish
Publishing a quest or quest theme, putting an older version live, and unpublishing are the only actions that wait for you. A card headed Confirm this change says what will go live and that “Publishing changes what real visitors see, immediately.” Click Approve to go ahead, or Decline and nothing changes. Only owners can publish.
Everything else happens at once, with no card:
- Archiving, assigning, marking read and adding notes to feedback.
- Writing quest and quest theme drafts.
- Creating or editing a thumbs theme. These have no draft, so an edit is live on your site at once.
- Renaming the project or changing its Domain Restriction (owners only).
Follow what it did
Each action leaves a line under the reply: ✓ when it worked, ✕ when it failed, ? while it waits for your approval. For example “Searched feedback (14)”, “Archived 3 feedback items” or, when it failed, “Could not archive 3 feedback items”. The lines are not links. Instead, the panel takes you to each screen as it works there, while the reply is still coming in.
When the reply ends, the screen catches up. The inbox and the feedback page reload the whole page if feedback changed. The quest editor, settings and Customize refresh in place. “Take me to webhooks” just opens that screen.
Pick up an old conversation
Reopen the panel and the project’s last conversation is still there, in this browser. Conversation history lists this project’s saved chats, newest first, and a click reopens one; its action lines are not kept. The bin beside a chat deletes it, with no confirmation. New chat starts fresh.
Each project has its own conversation. Open another project and the panel shows that project’s last chat, or a new one. Go back and the first chat is where you left it. If a reply is still coming in when you switch, the panel stops showing it, so check that project before you ask for the same change again.
Know what it can change
The assistant has your role on the project and nothing more:
| You are | It can |
|---|---|
| Member | Read everything, triage feedback, add notes, write quest and theme drafts, edit thumbs themes |
| Owner | All of that, plus publish quests and quest themes, and change the project name and Domain Restriction |
A member’s assistant is not offered the owner actions, so it says it cannot do them. It never acts as another person, and it cannot reach a project you are not on.
When it says no
| What you see | What it means |
|---|---|
| “AI assistant requires a Pro plan” | The project owner is on Free. After upgrading, click I’ve upgraded on the prompt |
| “Not found” on an item you know exists | The item belongs to another project. Open that project and ask there |
| “Project not found” | You are not on that project, or it is archived |
| “Your session expired — sign in again to use the assistant.” | Sign in again |
| “Rate limit exceeded for read tools (120/min)” | You made more than 120 reads, or 30 changes, in a minute, across all projects. Wait a minute |
| “Sorry — something went wrong while I was working on that. Please try again.” | The whole reply failed. Check what changed before you retry a change |
The “Pro feature” prompt is stored in this browser for that project only. If it stays after an upgrade, I’ve upgraded clears it.
For your own scripts over the same data, see the Platform API. The assistant does not use it, and needs no key.