# Assistant

> Ask the assistant for goals, dashboards, links, segments, flows, client reports, emails and texts. Every change waits for your OK.

Source: https://datacenter.so/docs/assistant
Section: Start here

Datacenter Assistant sets things up for you when you ask in plain words. It reads your stats and settings, then proposes each change on a card. Nothing changes until you press **Apply**.

If the assistant reads "(when shipped)" in the app, it is not switched on for Datacenter yet.

## Open it

Press **Assistant** at the top of any page in the app. On a computer it opens on the right. On a phone it slides up from the bottom. It knows which site and page you are on, and keeps one conversation per site. **New chat** (the plus) starts over.

Not sure what to ask? Each page shows a few ideas, like:

- Set up my goals
- Build me a signups dashboard
- Set up an abandoned checkout flow
- Write and schedule a welcome series
- Make a weekly ads report for my client

## What it can do

| Ask for | What happens |
|---|---|
| Stats and results | It reads your dashboard and the Attribution report, then answers. |
| Goals | It proposes a goal, like "Someone buys" or a thank-you page. |
| A dashboard | It makes a new named dashboard from a template (Store, Lead gen, SaaS, Local service, Content, Agency client), changes the charts and tables on any of your dashboards, or sets which goal a dashboard counts. |
| Short links | It proposes a link with the right UTM tags, like `instagram` and `bio`. |
| Segments | It proposes a group of customers by source, orders or spend. |
| Setup help | It checks your tag and integrations and says what is wrong, with the steps from these guides. |
| Emails and texts | It reads your website for your brand voice, then drafts a subject, preview text and body, or a text message. |
| Automations | It builds [flows](https://datacenter.so/docs/automations): an abandoned checkout reminder, a welcome series, or any trigger and steps you describe. It adds emails and texts to a flow, pauses and resumes flows, and sends you a test. |
| Client reports | It makes a [client report](https://datacenter.so/docs/client-reports) from a template, sets when it goes and who gets it, changes it, and sends you a test. |

## Flows send to real people

A flow the assistant builds is saved as a draft in **Automations**. Nothing goes to a customer until you publish it. The **Publish** card says what it will send and to whom, and asks you to apply only if those people gave you their details to hear from you. **Undo** on it pauses the flow.

- Emails come from Datacenter's sending address with your site's name, your postal address and an unsubscribe link. Sending from your own domain is (when shipped).
- Texts go only to people who agreed to texts, never at night their time, and each part costs money. Cards with texts say so. Texts are (when shipped).
- Tests go to you only: a test email to your sign-in address, a test text to the number you type on the card.

Reports work the same way: the card says when the report will email your clients. Add their addresses on the card with **Edit**; the assistant never asks for them in chat.

## Apply, Edit, Cancel

Every change shows as a card first: what will be created or changed, on which site.

- **Apply** makes the change.
- **Edit** lets you change the name, address or wording first, then Apply.
- **Cancel** leaves everything as it was.

If you type a new message instead, any open card is canceled.

The **Changes** tab lists what you applied, newest first. Most changes have **Undo**: a goal is removed, a dashboard goes back to how it was or a new one is deleted, a short link is archived, a segment or draft is deleted, a new flow or report is deleted, an added step comes out again, and a published flow is paused. Test sends cannot be undone.

## Drafts

Emails and texts are saved as drafts in the **Drafts** tab once you press Apply. Press **Use in a flow** and the assistant proposes a flow card with it, to send it from Datacenter. Or copy the subject or the whole email into your email tool: pick **For Klaviyo** or **For Mailchimp** and the merge fields are written the way that tool expects.

In a flow, `{{first_name}}` becomes the flow's first name field (with "there" when it is not known) and both source fields become where they came from. Flows add the unsubscribe link themselves. Orders and lifetime spend cannot go in a flow yet.

Drafts can use these merge fields:

| Field | What it is |
|---|---|
| `{{first_name}}` | The person's first name |
| `{{datacenter_first_source}}` | Where they first came from |
| `{{datacenter_last_source}}` | Where they came from most recently |
| `{{datacenter_orders}}` | How many orders they made |
| `{{datacenter_ltv}}` | What they spent in total |
| `{{unsubscribe_link}}` | The unsubscribe link (emails only) |

The `datacenter_` fields are filled in by your email tool from the details Datacenter sends it. See [Segments and best send time](https://datacenter.so/docs/segments-and-best-send-time).

## Clients

People you invite to a site's dashboard can open the assistant too. By default they can only ask questions. To let them add goals, segments and drafts (still only after they press Apply), open the assistant on that site, go to **Changes**, and turn on **Invited clients can make changes**. Short links and dashboard layouts stay with you. Their messages count toward your plan.

## AI actions per month

Each message you type is one AI action. So is each weekly plan made for a site. Your plan includes some every month, from the 1st:

| Plan | AI actions a month |
|---|---|
| Free | 10 |
| Solo | 40 |
| Studio | 70 |
| Agency | 85 |
| Custom | 85 |

Applying or canceling a card does not count again. **Billing** shows how many you used and when they reset. We email you once at 80% and once when they are all used.

**Past your plan.** On a paid plan you can keep going. Each extra action is 30¢, shown in the **Past your plan** line on **Billing**, with texts and emails. It goes on your next invoice. During a free trial it waits for your first payment, and while billing is paused it waits until billing starts again. Your **usage limit** (set on Billing, $25 to start) caps it: at the limit, extra actions pause until the 1st, and we tell you. Set it to 0 to stop at what your plan includes. Free stops at its 10 a month.

To keep things fair, one person can send 20 messages in 10 minutes and 150 a day.

## What the assistant sees

On Solo, Studio, Agency and Custom, Datacenter Assistant runs on Anthropic's Claude models. On Free, it runs on an open model hosted by Cloudflare Workers AI, inside the same Cloudflare account that hosts Datacenter. If Claude is unavailable or reaches this month's spending limit, the Workers AI model answers instead. The [privacy policy](https://datacenter.so/privacy) lists who processes what. To answer, Datacenter sends the model your question, the page you are on, and what the tools read: stats and report summaries, goal and segment names, counts of customers and visitors, and text from your public website. It never sends contact details (emails, phone numbers or names of your customers) or passwords and keys.

Text from websites and customer data is marked as outside data, and the assistant is told never to follow instructions in it. Even if it were fooled, it could only propose a change. Nothing happens until you press Apply, and a card shows a warning when it was suggested after reading your website or customer data.