Plan Your Day with the Mobile Assistant

The Assistant tab gives you a plan for your day and a second pair of hands while you're on the move. Generate an action plan and tick off items as you finish them, chat to think through priorities or summarize work, and look back over completed plans and past conversations. The mobile assistant covers action planning and chat; voice assistant setup lives in the web AI Assistants section.

Entry pointBrixi mobile app → Assistant tab

What You Can Do

• Generate or review an action plan.
• Mark action plan items complete.
• Review completed action plans.
• Chat with the assistant.
• Use quick prompts.
• Start a new conversation.
• Review chat history.
• Retry when a response fails.

Use Action Plans

1. Open Assistant.
2. Go to the action plan view.
3. Review the suggested items.
4. Open the related contact, task, or workflow if needed.
5. Complete the real-world action.
6. Mark the action plan item complete.

Use Chat

Use chat when you need help thinking through your day, summarizing work, or deciding what to do next. Keep customer details accurate in your prompts, and verify anything important before you act on it.

Good examples:

• "Summarize my open follow-ups for today."
• "Help me prioritize leads with overdue tasks."
• "Draft a short call summary from these notes."
• "What should I prepare before this site visit?"

Don't treat the assistant as the final source of truth for prices, commitments, legal terms, or customer consent. Check the customer record, deal, task, or approved source before acting.

Start a New Conversation

Start a new conversation when the topic changes. This keeps chat history easier to review and reduces confusion between unrelated customers, visits, or tasks.

For example, use one chat to plan your morning follow-ups and a separate chat to prepare for a specific customer meeting.

Review Completed Action Plans

Completed action plans help you remember what's already handled. They're useful when you're reviewing your day with a manager or checking whether a suggested action actually got done.

Only mark an item complete after the real-world action is done. If the assistant suggested "call customer," mark it complete once the call attempt or completed call has been logged.

Good Assistant Habits

• Treat suggestions as guidance, not automatic truth.
• Confirm customer details before calling or messaging.
• Mark action plan items complete only after the real action is done.
• Use chat history to continue context instead of starting over.

Related Reports

Assistant work should eventually connect back to tasks, contacts, deals, and activity history. Use CRM and mobile reports to confirm the real work got done.

Common Issues

Issue	What to check
Assistant does not respond	Check network and retry.
Action plan is empty	There may be no current action items or data may still be loading.
Completion fails	Retry and confirm the item is still available.
Chat history is missing	Check account, workspace, and network state.
The Assistant tab is missing entirely	That's a role or workspace setting — ask your admin to confirm your access.
Responses keep failing after checking network, account, and app version	See Getting Help — include an example prompt and the time it failed.