Overview

The Config Assistant is an AI helper that sets up Supermove for you. Describe what you need in plain English, and it drafts it: an email template, a text message template, a document template, or an automation. You review everything before it goes live.

In this article, you'll learn how to:

• Open the Config Assistant
• Start a request
• Find and reopen past chats
• Review and publish what the assistant builds

Note: The Config Assistant is turned on per company. If you don't see it, contact our Product Experts.

Open the Config Assistant

In the Office App, click the settings gear in the header to open the Config Assistant. It works on a computer and on a phone.

You'll also find the assistant built into some editors, so you can ask for help without leaving the page:

• Automation builder: Build or change an automation by chatting. See Build Automations with the Config Assistant.
• Formula editor: Ask the assistant to explain or test the open formula. See Billing Libraries: Variables, Formulas, Formula Editor, Capacity Pricing, and Changing a Project's Library.

Start a Request

1. The assistant opens on What can I help with?
2. Type what you need in the message box, or click one of the suggestions below it, such as:
   • Move day confirmation email
   • Crew on their way text message
   • High value items document
   • 3 days before your move automation
3. Press Enter. The chat opens and is named after your request.
4. The assistant shows what it's working on, then lists what it built. The draft opens in a tab next to the chat so you can review it.

Tip: You can talk to the assistant instead of typing. Click the microphone to dictate, or the waveform to start a voice chat. See Use Voice in Supermove AI Chats.

Find Past Chats

Click Recents to see your past Config Assistant chats, newest first. Each chat is labeled with what it built, such as a document, an email or a text message.

• Search the list to find a chat.
• Click a chat to pick up where you left off.

Review and Publish

The Config Assistant only drafts. Nothing reaches your crews or customers until you publish it.

• Review the draft in its tab and edit anything you want to change, or ask the assistant to make the change.
• When you're happy with it, click Publish, or tell the assistant to publish it.
• To keep something without turning it on yet, tell the assistant to save it as a draft.

Important Notes

⚠️ The Config Assistant must be turned on for your company.

⚠️ Always review a draft before you publish it. Published templates and automations are used right away.

FAQ

What can the Config Assistant build?
Email templates, text message templates, document templates and automations. It can also help you understand and test billing formulas.

Will the assistant change anything without asking?
No. It asks before it saves, and nothing goes live until you publish.

Need Help? If you have questions about the Config Assistant, contact our Product Experts team at help@supermove.com.