Before you start
- Sign in and select the workspace you want to plan for.
- The AI teammate must be available under your current feature and account access.
Who can follow this: King, Agency owner, Agency administrator, Workspace administrator, Workspace member.
Follow these steps
Use Studio in your desktop browser. Labels below match the controls in the app.
Refresh workspace activity
If Refresh workspace activity is available, refresh the daily overview and review loading or error messages. This control requires reporting access; otherwise continue to Plan my day.
Plan my day
Choose Plan my day in Prepare an AI brief. The AI teammate opens with the request filled in.
Plan my day
Review the prepared request in the AI chat. Send it only when you want the teammate to generate the brief from your saved records.
What you should see
A planning request is prepared in chat. Opening the shortcut alone does not generate the brief or message contacts.
If something gets in the way
Recent relationships could not load.
Use Retry contacts on that card to retry the contacts read without reloading the whole page.
The planning shortcut is missing.
Confirm the selected workspace and ask your administrator to check AI feature access. The shortcut is conditional on access.
Stay in control
- Sending a request to AI can use the account’s AI allowance or applicable usage billing.
- A planning request does not authorize outgoing customer messages or unrelated record changes.