Assistant
The Talkif Assistant is an AI chat built into the dashboard. It answers questions about your account, proposes edits to your flows, and can build a complete flow from a plain-language description. It is available on every dashboard page and adapts to the page you’re on.
What it can do
The assistant is not one generalist — it is five specialists, and the dashboard picks one for you based on the page you have open. Each specialist can look things up (read-only, scoped to your account) and propose actions. A proposal is a card in the chat with a confirm button; nothing runs until you press it.
Routing is automatic and silent — open the relevant page and ask. If a specialist can’t do something (Analysis can’t publish a flow, for example), it can navigate you to the page where the right specialist lives.
Flow — design, edit, publish, connect
Looks up: your flows and their full definitions, flow functions, variables, templates, available models and voices, phone numbers, available numbers to buy, contacts, the do-not-call list, balance, and — given a URL — your business website.
Proposes: create a flow, build a complete flow from a description, save or publish a flow, duplicate, roll back to a previous version, archive, save as template, delete; connect or disconnect a number; buy a number; place a test call.
Edits to an open flow arrive as an artifact with a visual diff — see Editing existing flows.
Analysis — what happened on calls
Looks up: recent calls with filters, the full record of a call (transcript, status, end reason, cost breakdown), analytics summaries, call outcomes, campaigns and their contacts.
Proposes: run a post-call analysis on a call (a paid action — the price is on the confirm card); end a call that is in progress; publish a flow.
Typical asks: “Why did yesterday’s campaign have so many noanswer results?”, “Which calls last week ended with balance_depleted?”, “Summarise the last ten calls on the receptionist flow.”
Outreach — contacts, DNC, campaigns, schedules
Looks up: contacts, the do-not-call list, campaigns and their contacts, schedules, analytics summaries, balance, flows and numbers.
Proposes: create, update or delete a contact; add to or remove from the do-not-call list; create a campaign, add contacts to it, start, pause, resume, cancel or restart it; create, pause, resume or delete a schedule; place a single call; build a flow.
Support — account questions and hand-off
Looks up: an account snapshot, balance, transaction history, recent calls and call details, and your website.
Proposes: contact support. On confirmation your message is sent to the Talkif team with your account and email attached; the team follows up by email.
General — everywhere else
Has nearly the full read surface above and can propose most of the same actions, plus releasing a phone number. Use it from the dashboard, phone-number or billing pages when your question doesn’t fit one specialist.
Nothing happens without you
Two rules are enforced server-side, not by the prompt:
- Look-ups are read-only. No tool the assistant can call changes anything in your account.
- Every change is a proposal you confirm. Each proposed action carries a risk class that decides what the confirm card looks like:
Adding credit, changing cards and other payment operations are deliberately not something the assistant can propose — those stay in the billing pages under your own hands. Confirmed actions run under your session with your permissions, so a member who can’t publish a flow in the dashboard can’t publish one through the assistant either.
Flow builds
Ask for a new flow — for example, “Build a receptionist flow for my dental clinic” — and optionally give your business website URL. The build runs server-side through four steps:
Progress streams to the dashboard live, including per-node prompt-writing status. When the build completes, you get a normal draft flow — review and refine it in the Flow Builder before publishing.
One flow build runs per account at a time; starting a second while one is running returns a conflict.
Editing existing flows
On a flow page, the assistant reads your current definition and proposes changes as an artifact — a complete updated flow with validation results and a visual diff. Apply it to update the canvas, or keep chatting to iterate. Proposals are validated before they reach you, and publish-level issues surface as warnings.
Conversations
Conversations are saved server-side. You can list your recent conversations (up to 50) and reopen any of them with the full transcript. Conversations are private to you within the account — other members of the same account never see them.
If a conversation grows too long for a single turn, the assistant tells you to start a new chat.
Usage & billing
Assistant usage is metered by model token spend and drawn from three sources, in order:
The dashboard shows your current tiers, active bonus grants, and the next reset date.
Limits
When something goes wrong mid-chat, the error message states the specific cause (for example, a conversation that outgrew its context window) and includes a request reference you can quote to support.