How do I use Sophiie Assistant?

Sophiie Assistant is the assistant built into your Sophiie dashboard. (The box you type into is labelled Ask Sophiie — that's the launcher, not a separate feature.) Type to her from the composer on HQ, or open her dock from any page — she can answer questions, guide you through setup, and make changes to your account for you — she checks with you first before most changes, and always before sending anything to a customer.

Steps

1. On HQ, type your question or request into the composer. The quick-action pills under it start common requests with one tap.
2. On any other page, open the Sophiie Assistant dock — she's available on every page of the dashboard, so you never have to go back to HQ to ask something.
3. Need to show her something? Attach an image or take a photo straight from the composer.
4. Prefer to talk? Switch to voice mode for a live conversation — your mic goes live, and you can mute yourself or hang up whenever you like.
5. If you've asked her to change something, for most changes she shows you a confirmation card first — click Looks good to accept, Make changes to tell her what to fix, or Decline. Anything she sends to a customer always goes through this step.

For the full list of what she can and can't do, see "What can Sophiie Assistant do — and what can't it do?" — the short version: she can set up services, scenarios, call transfers and departments, create and edit contacts, jobs, quotes and invoices, and send SMS and email to your customers. Messages to customers always wait for your approval.

What Sophiie remembers

Sophiie Assistant keeps a memory of preferences you've shared with her. You can view, edit or delete anything she's remembered in her memory panel — so you're always in control of what's stored.

Common Questions

Can I use Sophiie Assistant on my phone?

Yes — for questions and guidance. Configuration changes are desktop-only, so if you ask for one on your phone she'll tell you she can't do it there. That's by design, not a fault — jump on a desktop to make the change.

Will she change things without asking me?

She checks with you before most changes, and always before she sends anything to a customer. Some small everyday changes, like adding a note or a tag, she just does.

How do I make her forget something?

Open her memory panel, find the remembered preference, and delete it.

Can I send her a photo?

Yes — use the attach control in the composer to upload an image or take a photo.

Need More Help?

If Sophiie Assistant isn't responding, or you can't see the composer or her dock at all, email support@sophiie.ai or call +61 7 5620 4640.