Wayfront AI Assistant

Wayfront AI is your built-in workspace assistant. It can answer questions about how Wayfront works, look up orders, tickets, invoices, and services, help you understand your forms and templates, and guide you through setting up your workspace. All from a simple chat interface.

Think of it as a team member who has read all the documentation and has access to your workspace data.

Getting Started

You can open the AI assistant by clicking the AI assistant icon in your admin navbar to open the chat panel.

Type your question and hit Enter. The assistant responds in real time.

Your conversations are saved automatically. You can come back to any previous conversation from the chat panel to pick up where you left off.

Tip: The assistant is context-aware. If you open it while you're on a specific page (like editing an order or a template), it knows where you are and can give more relevant answers.

What Can the AI Assistant Do?

The assistant has access to a set of specialized tools that let it look things up in your workspace and in the Wayfront documentation. Here's what it can help with:

- Answer "how do I…" questions: It searches the Wayfront knowledge base to find relevant articles and walks you through the steps.

- Look up orders/tickets: Give it an order/ticket number and it will pull up the full details: status, client, messages, invoice, subscription, and more.

- Look up invoices: Ask about a specific invoice or get aggregate stats like totals, counts, and breakdowns by status.

- Look up clients: Pull up a client's profile, address, company, custom fields, and signup details. Or filter your client list by status, date, or other criteria.

- Check subscriptions: View active subscriptions, their billing status, and associated services.

- Review your services: It can list all your services with their pricing, status, and configuration.

- Inspect your forms: See all your forms at a glance, including field counts, conditional rules, and custom code.

- Help with templates: It can read your template code (Twig) and explain what it does, or help you understand how to customize it.

- Guide workspace setup: It evaluates how far along your workspace setup is and tells you exactly what's left to do.

- Analyze messages: It can pull messages from orders or tickets, filter by date range or sender, and help you understand conversation history.

Looking Up Orders, Tickets, and Invoices

One of the most useful things the assistant can do is pull up workspace data so you don't have to go hunting for it yourself.

Orders

Ask something like "Show me order #3A0E894B" or "What's the status of order 3A0E894B?" and the assistant will retrieve the full order details: client, current status, associated invoice, messages, subscription info, and tasks.

You can also ask broader questions like "How many orders are in Working status?" or "Show me all orders from last week" and it will filter and count across your workspace.

Tickets

Ask "What's going on with ticket #NXO4JX?" and the assistant will pull up the ticket status, all messages, tags, and who's assigned to it. You can also filter across tickets, like "How many open tickets do we have?" or "Show me tickets tagged as urgent."

Invoices

You can ask about individual invoices ("Show me invoice #C128F3DD") or get aggregate data. For example, "How many unpaid invoices do we have?" or "What's our total revenue this month?" The assistant can break things down by status, date range, payment method, and more.

Messages

Need to review what was said in an order or ticket? Ask the assistant to "summarize the conversation in order #3A0E894B". You can filter by date range, sender, or whether messages are client-only.

Tip: The assistant respects your permissions. It will only show you data that your role has access to.

Workspace Setup Guidance

If you're still getting your workspace set up, the assistant is a great co-pilot. Ask "How's my workspace setup going?" and it will evaluate your progress across all the key areas:

- Services: Have you created at least one service with pricing?

- Payments: Is a payment processor connected?

- Forms: Do you have order forms set up?

- Branding: Logo, site name, and portal customization.

- Domain: Is a custom domain configured?

- Email: Are your email templates and sending settings ready?

It will tell you your completion percentage, what you've already done, what's still missing, and the most logical next step to focus on. You can also ask about a specific area, like "What do I still need to do for payments?"

Getting Help with Templates

Wayfront uses Twig templates for customizing emails, portal pages, and other content. If you're not familiar with Twig, the assistant can help.

When you're on a template editing page, open the assistant and ask things like:

- "What does this template do?"

- "Explain the variables used in this template"

- "What templates are available in my workspace?"

The assistant can read your template code and explain it in plain language. It can also list all available templates so you know what you can customize.

Note: The assistant can read and explain templates, but it won't edit them directly. You'll make the changes yourself based on its guidance.

Searching the Knowledge Base

Every time you ask a "how do I" question, the assistant searches the Wayfront knowledge base behind the scenes. It finds the most relevant articles and uses them to give you an accurate answer — often with a link to the full article if you want to read more.

This means you don't need to leave your admin panel to search the docs. Just ask the assistant and it will find the answer for you.

Creating Support Tickets

Sometimes you'll hit a question the assistant can't answer. Maybe it's an issue, a feature request, or something that needs a human. When that happens, it will offer to create a support ticket with the Wayfront team on your behalf.

You can also ask it directly: "Create a support ticket about [your issue]" and it will handle the rest.

Tips for Getting the Best Results

- Be specific: "Show me order #3A0E894B" works better than "show me an order." Include numbers, names, or date ranges when you can.

- Use it in context: Open the assistant while you're on the page you need help with. It picks up on where you are and gives better answers.

- Ask follow-ups: The assistant remembers the conversation, so you can ask follow-up questions without repeating context. "What about the invoice for that order?" works fine after looking up an order.

- Don't worry about exact wording: You don't need to use specific commands. Natural language works. "What's happening with ticket NXO4JX" and "give me ticket #NXO4JX details" both work.

- Ask for explanations: If something in Wayfront confuses you, just ask. "What's the difference between a service variant and an add-on?" is a perfectly good question.

Example Prompts to Try

Not sure what to ask? Here are some prompts to get you started.

Getting started

- "How do I set up my workspace?"

- "What's the next step in my setup?"

- "How do I connect Stripe?"

Working with orders

- "Show me order #3A0E894B"

- "Summarize the conversation in this order"

- "What orders are currently in progress?"

Invoices and revenue

- "How many unpaid invoices do we have?"

- "What's our revenue for this month?"

- "Show me invoice #C128F3DD"

Services and forms

- "What services have I set up?"

- "Explain this order form to me"

- "How do I create a recurring service?"

Templates and customization

- "What templates can I customize?"

- "Explain the variables in this template"

- "How do I customize my portal?"

General questions

- "How does the referral program work?"

- "How do I set up auto-replies?"

- "What's the difference between intake and onboarding forms?"