What can Sophiie Assistant do — and what can't it do?
Sophiie Assistant can guide you through anything in your dashboard, and can also make real changes to your account for you. She checks with you before most changes — and always before she sends anything to a customer — and configuration changes can only be made from a desktop, not the mobile app.
What she can do
- Answer questions and guide you — setup help, where things are, how a feature works.
- Set up Sophiie for you — she can create and configure services, scenarios, call transfers and departments.
- Manage your records — create and edit contacts, jobs, quotes and invoices.
- Message your customers — send SMS and email, including a bulk message to multiple contacts at once (see "How do I send an SMS or email to multiple contacts at once?").
The approval step
Whenever Sophiie Assistant is about to act, she usually shows you the proposed action on a confirmation card first. You can click Looks good to accept it, Make changes to tell her what to fix, or Decline. No message goes to a customer until you approve it. Most other changes also wait for your approval, but a few small everyday ones — adding a note, a tag, or a reminder — she just does.
What she can't do — and where
Account-level changes are off-limits. She can't add or remove team members, change your billing, subscription or plan, change her greetings or voice settings, or delete your organisation — those you make yourself in your dashboard settings.
Configuration changes are desktop-only. If you ask for a change from your phone, Sophiie Assistant will tell you she can't make it there — that's by design, not a fault. She'll still answer questions and guide you on mobile; for the change itself, open your dashboard on a desktop (or ask her again from there).
Common Questions
Why did she refuse to change a setting from my phone?
Because configuration changes are desktop-only. It's deliberate, not broken — make the change from a desktop, where she can do it for you.
Will she ever change something without asking?
Mostly she asks first. Anything going to a customer always waits for your approval, and so do new items and edits to your setup. A few small everyday actions — like adding a note, a tag, or a reminder — happen straight away, and deleting can too, so be clear when you ask her to remove something.
Can she really send messages to my customers?
Yes — SMS and email, one contact or several at once. The message is shown to you for approval before it goes anywhere.
Can she set up my services and call transfers?
Yes — services, scenarios, call transfers and departments can all be set up by asking her. She confirms new items and edits with you first. Deleting is quicker, so be clear when you ask her to remove something.
Need More Help?
If Sophiie Assistant says she can't help with something you think she should handle (and you're already on a desktop), email support@sophiie.ai or call +61 7 5620 4640 and tell us what you asked her.