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AI CONSULTANT · FREQUENTLY ASKED QUESTIONS

What can the AI Consultant do vs what should I ask support?

The AI Consultant helps with strategy, questions, and advice.

They're two different tools. Use the right one and you'll get faster, better answers.

Use the AI Consultant forUse support (Feedback / support chat) for
Strategy advice — pricing, positioning, niche choiceAccount or billing problems
Campaign reviews — paste results and get feedbackWorkspace activation or approval
"What should I work on this week?" — prioritized next stepsBug reports and technical issues
Benchmarking your numbers against what good looks likeDomain/inbox provisioning issues
Troubleshooting performance — why is X dropping?Anything that requires an agent to change settings on your account

The quick rule

  • "How should I..." questions → AI Consultant
  • "Something is broken..." or "I can't access..." questions → Feedback / support chat

Where to find each

  • AI Consultant — left sidebar (listed alongside Dashboard and CRM, near the top)
  • Support chatFeedback in the bottom-left sidebar, or the Fin AI chat bubble when it is visible

They don't share context

The AI Consultant doesn't see your support conversations, and support agents don't see your AI Consultant conversations. If you want a human agent to weigh in on something the AI Consultant told you, paste it into the support chat.

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