Ask AI

Ask AI is Phonely’s in-product assistant. It opens in the app side panel and works alongside the page you are using. Use Ask AI to ask product questions, investigate agent or call behavior, navigate to the right place, and help with supported agent configuration. Its available information and actions depend on the current page, agent, selection, your access, and the capabilities available there.

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Open Ask AI

Ask AI has several entry points:

• On Home, enter a request under What can Phonely do for you?
• On other supported pages, use the Ask AI input in the top app bar.
• Press Command-/ on macOS or Ctrl-/ on Windows to open or close Ask AI.
• Press Command-K or Ctrl-K to search Phonely first. If search does not provide the answer, send the request to Ask AI.

The top-bar input also shows navigation and agent results, recent Ask AI chats, and an attachment control when open.

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Give Ask AI a clear task

Good requests state the outcome and relevant scope:

• “Explain the difference between guidelines and the knowledge base.”
• “Open the flow for this agent.”
• “Can you look into this call in detail?”
• “Why did these selected calls end without an outcome?”
• “Add a fallback path when the appointment lookup returns no result.”
• “Update the selected guideline section to keep responses concise.”

If a request could apply to several agents, flows, or calls, name the intended scope. Ask for evidence or the relevant documentation when a product answer needs verification.

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Investigate a call in detail

From Call Details, select Ask AI to open a new chat focused on that call. After a Test Call, Improve with AI provides a similar handoff so you can explain what you observed and ask Ask AI to investigate. For a detailed call investigation, Ask AI can bring together the transcript, path through the flow, captured variables, block-level events, and available runtime events. This is useful when the visible call summary shows the result but not enough evidence to explain why it happened, or when manually correlating events would be difficult. Start with a request such as “Can you look into this call in detail?” Then add the symptom you observed, expected behavior, or question you want answered. Review the cited evidence and current flow configuration before making a change; some call evidence may be unavailable or incomplete.

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Understand page context

Ask AI follows your navigation context. Depending on the current surface, that context can include the current agent, active flow, selected guideline section, or selected calls. This is why requests such as “explain this flow” or “review these calls” can work without repeating every identifier. The conversation can continue as you navigate, while the page context updates to the new surface. Check the current page and selection before using an implicit reference such as “this” or “these.”

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Continue or start a chat

Opening Ask AI from the top bar continues the active conversation. Use New chat when you want a clean context for an unrelated task. Use Chat history to restore a recent Ask AI session. Removing a chat hides it from that history. Recent chats can also appear in the open top-bar input.

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Add supporting material

You can attach one supported audio recording or document to a request. Wait for the file to finish processing before sending, and explain what you want Ask AI to do with it. Attachments supplement the current page context; they do not change which agents or organization data you are allowed to access.

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Review changes before relying on them

Treat Ask AI as a collaborator rather than an automatic approval step:

1. State the intended caller or business outcome.
2. Review the proposed flow on the canvas. Added, removed, and changed blocks are highlighted; select a block to inspect its proposed settings.
3. Accept or reject each proposed change, then select Submit changes. The draft does not change until you submit the proposal.
4. Check the affected configuration and test the important paths before relying on the result with callers.

Accepted flow changes are applied together to the current draft. If the draft changes before you submit, the proposal can become outdated and must be prepared again. Draft auto-save does not publish the changes.

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Ask AI and Test Call

Test Call is a separate tool that shares the app side panel with Ask AI. It appears when the current page has an agent to test; it is not available on Home or other pages without agent context. Use the main Test agent action for Web Call in Talk mode. Use the chat icon on the right side of the same button for Web Chat in Chat mode. When started from the Flow Editor, Web Call and Web Chat test the selected flow’s current draft. Use the Draft / Live control in the Test Call panel to switch between the latest draft and the published version; switching restarts the test. If a flow has never been published, its draft is used as the fallback. Place Phone Call for an outbound flow uses the published version, falling back to the draft only when the flow has never been published. See Test and Publish for the recommended release process and Test from a selected block when you need to isolate part of a complex draft.

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Ask AI and documentation

Ask AI can retrieve Phonely documentation for general product knowledge. When an answer depends on an agent, organization, call, or current selection, it can use the live context and capabilities available on that surface instead. Documentation explains the product generally; your current Phonely configuration remains the source of truth for your setup.