What can I do now? · v2.9.0
Prepare account changes with an assistant that can retrieve product guidance, distinguish customer waiting from team work, and recover an unpaid hosted checkout from its existing order.
What can I do now?
- Use current field descriptions and product guidance to place knowledge, reply rules, stages and customer fields correctly.
- Review structured offers and external Catalog ownership changes without sharing integration secrets.
- Track waiting for a customer reply and Ghosting separately from human tasks; complete the conversation only after reviewing its remaining work.
- Recover an eligible unpaid Fawaterak checkout link without starting another purchase.
- Read current Live Tool input, stage and external-write boundaries, with new channel and subscription video walkthroughs.
Who is this useful for?
For account owners configuring their AI Employee and teams managing customer conversations and subscriptions.
What should I set up?
Refresh a connected assistant's tool catalog, ask it to read the authoring guide and inspect the current account before preparing changes. Review and test changes using your account's authorization policy. Check your customer waiting period and use the original payment order if checkout was interrupted.
Access and important limits
Ask the assistant to read the guide at the start of a new setup chat. After publishing changes, check indexing and try a representative conversation. Test a connected channel separately. A test that changes another system needs your separate approval; Auto Apply & Publish does not approve it. Changing who manages a synchronized product does not start a synchronization.
Where can I learn how to use it?
Use the related guides below for current steps, permissions and examples. You can open the next or previous update without leaving the Help Center.
Questions about this update
What should I set up?
Refresh a connected assistant's tool catalog, ask it to read the authoring guide and inspect the current account before preparing changes. Review and test changes using your account's authorization policy. Check your customer waiting period and use the original payment order if checkout was interrupted.
Access and important limits
Ask the assistant to read the guide at the start of a new setup chat. After publishing changes, check indexing and try a representative conversation. Test a connected channel separately. A test that changes another system needs your separate approval; Auto Apply & Publish does not approve it. Changing who manages a synchronized product does not start a synchronization.