What Flourivate's AI assistants can do
A quick tour of the AI assistants for website chat, phone, text and email, the AI helpers inside Flourivate, and what each needs before it works.
Flourivate's AI assistants answer questions about your practice in your voice, capture contact details and point people to booking, so you're not tied to your inbox or phone. Everything lives in AI Supercenter in the sidebar (under MARKETING).
Before you start
Every assistant needs three things before it answers anyone:
- The channel set up: a website for chat, a phone number for calls, approved texting for SMS, sending email for email.
- The assistant turned on.
- AI credits. AI use draws from your workspace's usage credits. See AI credits and billing.
The kinds of assistant
When you click Create Agent, you choose a type. The type decides the channel, so pick the one you need.
| Type | What it does | Guide |
|---|---|---|
| Chat Agent | Answers visitors in the chat bubble on your website | Set up your website chat assistant |
| Phone Agent | Answers calls with an AI voice, takes messages | Set up your AI phone receptionist |
| SMS Agent | Drafts or suggests replies to text messages | Set up AI text replies |
| Email Agent | Drafts replies to client emails for you to review | Set up AI email replies |
| All-in-One AI Agent | One identity with separate settings for each channel | Ask us if you want one |
For a phone assistant, you can also start from AI Supercenter > Phone AI > New Voice Agent, which is the path Set up your AI phone receptionist follows. Phone assistants open in their own editor, so its tab names (for example AI Model & Instructions and Test & Activity) differ from the chat editor's (Instructions & Model and Test & Deploy).
Each assistant learns from the knowledge you give it, and each one has its own. See Teach and test your AI assistant.
The AI Supercenter tabs
| Tab | What's there |
|---|---|
| Overview | Activity, setup progress and suggestions |
| Agents | Your assistants, filtered by channel, plus Activity & Approvals for their runs |
| Tools | One-off helpers: Content Generator, Email AI, Contact AI, Lead Scoring, Workflow Assistant, Image Generator and Playbooks |
| Knowledge | Workspace Knowledge (shared articles), Agent Training (per assistant) and Memory (facts the AI has picked up) |
| Usage | AI runs, success rate, estimated cost and duration |
| AI Studio (Beta) | Builds websites and pages from a prompt. It doesn't set up assistants. |
| Settings | Credits & Usage and AI Personality (tone and length profiles) |
You may also see Chat AI, Phone AI and Chat Widgets as tabs or shortcuts. They open the setup for each channel.
AI helpers inside Flourivate
Beyond the assistants that talk to clients, AI can help you work:
- The workspace assistant (press Ctrl+J) answers questions and drafts things for you. See Get help from the AI assistant inside Flourivate.
- Generate with AI in the workflow builder drafts automations. See Draft a workflow with AI.
- Create with AI builds a first draft of a website, funnel or form.
Coming soon or limited
You may see Playbooks (automatic lead follow-up recipes), Voice Prompt Optimizer (Labs) or Coming Soon labels. These aren't available for every workspace yet, so we don't have setup guides for them.
Check it worked
- On Agents, your assistant shows Active, not Setup required.
- Usage shows runs after people start using it.
If something's off
- An assistant says Setup required: open it with Edit agent and finish the missing step named on its card.
- AI features stop working: check your usage credits. See AI credits and billing.
- The website chat isn't live yet: there's a known issue. See Known issues.