AI Assistant overview

What it does, where it appears, ask-mode vs autonomous actions, Claude-based

AI Assistant

The AI Assistant is a chat-based helper that reads your salon's data and answers questions or autonomously performs tasks.

Where to find it

  • Floating chat button (bottom-right, purple gradient) – available everywhere in manager UI
  • Settings: /manager/settings/ai-assistant (4 tabs: Settings, Credits, Usage, Activity Logs)
  • Reports tab: Reports → AI Assistant (chat-based analysis)

What it does

Read-only questions (safe)

  • "What was last week's revenue?"
  • "Who are our top 3 staff by revenue?"
  • "How many new customers in August?"
  • "What did Anna Kovács last book?"
  • "What's on tomorrow's calendar?"

Actions (require confirmation)

  • Create booking ("Book Anna tomorrow 14:00 for haircut")
  • Modify or cancel booking
  • Create customer
  • Redeem gift voucher or package
  • Send SMS / email to a customer

Content generation

  • Auto-generate service descriptions
  • Aftercare instructions
  • Translation

The 2 modes

Ask-mode (read-only)

Only data query, no changes. Ideal for questions.

Autonomous (autonomous actions)

AI proposes and after confirmation performs actions. E.g., new booking request: AI states details, you approve, it creates.

Destructive actions (cancel, modify, send) always need confirmation.

Data access

AI sees full salon data:

  • Bookings, customers, services, staff
  • Schedules, inventory, sales
  • Vouchers, packages, promo codes
  • Waitlist

Your role limits depth (Reception sees customer-level, Owner sees all).

AI provider

Backend is Anthropic Claude (default: Haiku 4.5, fast and cheap). Configurable to Sonnet or Opus, higher cost.

Limits and safety

  • Max 5 tool-use rounds per message (infinite loop prevention)
  • Confirmation required for destructive actions
  • IP-level rate limit (20 messages/hour)
  • Session-level limit (50 messages/session)
  • Restricted topics option: only salon-relevant answers (off-topic refusal)
  • Low temperature (0.3) to minimize hallucinations

Credit system

Token-based. Credit balance in HUF. Details: AI credits

When to use it

Scenario 1, quick business question "How much revenue did Anna Kovács bring last month?" → AI answers in seconds.

Scenario 2, ASAP booking request Customer emails: "Book me tomorrow morning." AI checks calendar, suggests time, you confirm, books.

Scenario 3, content generation "Write aftercare instructions for henna treatment" → AI generates, you edit, save.

Scenario 4, team mentor Staff can chat-ask: "What's the closing procedure?" → AI answers from custom instructions.

Scenario 5, autonomous marketing "Launch campaign to every 60-day-inactive customer with 15% off" → AI plans, you approve, sends.

Tips

  • Start with read-only questions, see how it interprets. Then gradually allow actions.
  • Always verify autonomous actions before approving.
  • Credit consumption isn't message-count, it's token-based. Complex question = pricier.
  • Custom instructions are powerful, add rules like "no discount above 30%."
  • Floating button is draggable, put it where comfortable.
  • Conversation history is stored, multi-turn chat is continuous.

Related articles

#ai-assistant#overview#claude#chat
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