The Business Agent helps eligible business admins ask questions about their business from inside Admin.
Use it for operational questions like who may need follow-up, what revenue changed, which classes have open capacity, or which customers have not booked recently.
Open the Agent#
Go to Admin > Agent.
If you do not see the Agent, first select the business you want to work with. The feature must be enabled for the business, and your account needs global admin access or the Owner or Manager role for that business.
For more on plan inclusion and role access, see Plan Features.
What to ask#
Useful prompts are specific:
- "Members at risk of churn"
- "Who has not booked in 14 days?"
- "Revenue this week"
- "Open class capacity today"
Ask one operational question at a time. You can refine with follow-up questions in the same conversation.
Review before acting#
Treat the Agent as an assistant, not an automatic decision maker.
Before sending a message, changing a customer record, or making a business decision, review:
- Which customer or class the answer refers to
- Whether dates and filters match what you intended
- Whether the result makes sense with your own knowledge
- Whether the next action should be approved by an owner or manager
Conversation history#
On desktop, reopen a conversation from the Business Agent panel or the bottom dock. On mobile, open Chat history to return to a previous question.
Use history when you want to return to a previous question instead of starting over.
What not to use it for#
Do not use the Agent as the only source for:
- Legal, tax, payroll, or medical advice
- Refund decisions without checking the payment record
- Customer communication that needs a human review
- Sensitive decisions about a person without checking the underlying record