The AI marketing assistant and Approvals

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The AI marketing assistant and Approvals

Ask the assistant questions, let it write messages, and approve what it prepares with one tap.

The assistant knows your customers, services, seasons and results. It answers with ready-to-run actions you approve with one tap. It never sends anything outside your rules.

Ask it a question

  1. Go to Marketing → 🤖 AI assistant.
  2. Type a question in the box, or tap a suggestion: “Who should I contact this week?”, “Plan a campaign for the service that’s in season now”, “Which past customers haven’t heard from me in a while?”, “How did my marketing do in the last 90 days?”, “Write a referral offer for my happiest customers”, “What should I automate first?”
  3. Click 🤖 Ask. Answers appear in cards with actions.

Approvals

Marketing → ✅ Approvals holds messages the assistant prepared. Approve sends them at their scheduled time. “Send now” skips the wait. Anything not approved within 7 days is dropped. Nothing goes out without your OK in Ask me first mode.

  • ✓ Approve all approves everything.
  • Each group (for example Estimate follow-up) has its own approve button.

AI settings

Under Marketing → Settings → What can go out:

  • AI writes and personalizes messages.
  • AI replies to customers who answer: Off, Draft it for my OK, or Answer simple “yes / interested” replies itself.

Guardrails

From the code:

  • The AI uses the same text model as the rest of VisionScaper through the site’s fal.ai key. If the site has no key, you see “AI writing isn’t switched on for this site yet.”
  • It never invents prices, discounts, dates, guarantees or facts. It only uses offers you saved under Marketing → Settings → Saved offers.
  • Merge details like {customer_first_name} are kept.
  • Each business has a daily AI limit of 200 uses. After that: “That’s a lot of AI writing today — it resets tomorrow.”
  • Texts from an AI helper never claim to be a person. See “Automatic text replies and the AI notice”.

Tips

  • Edit before you approve. Tone is easiest to fix in the preview.
  • Use Draft it for my OK for replies until you trust it.

If something goes wrong

  • “AI writing isn’t switched on”: the site owner must add the AI key in Settings → VisionScaper.
  • Nothing in Approvals: all automations may be on Autopilot, or no messages are due.

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