Maya, the assistant in your dashboard
Ask questions about the product, or ask her to do the work, with every change confirmed by you first.
What can I ask her?
She is the assistant for this account, not a general chatbot. She will not write code or answer questions unrelated to your business here.
- How something works, answered from this documentation.
- About your own account: your agents, calls, chats, contacts, deals and workflows.
- To do something: create an agent, add or update a contact, create a deal, draft a workflow.
- To write a short message for you, such as a follow-up or a reply.
Does she change things without asking?
No. Anything that creates or changes a record shows a confirm card under her message with exactly what is about to happen, and nothing is written until you click it. If she says something is ready, it is waiting for you, not already done.
She will never touch billing, plans, API keys, team members or phone numbers, and she cannot send anything to your customers on her own.
What happens when she cannot help?
She says so plainly and points you at the page where you can do it yourself. If something is broken or needs a person, she can raise a support ticket with your name, email and phone so the team can reply to you directly.
Setting up a new account
On a brand new, empty account she can build the whole workspace from your website: agents written for your business, sample contacts and deals clearly marked as samples, the custom fields you are likely to need, and a few workflows saved as drafts. That runs once. On an account already in use she will build only what you ask for.
Still stuck? Email hello@workflowhq.co - a real person replies, usually within a few hours.