# Using the Agent

Ask business questions from Admin and review the answer before acting on it.

Canonical URL: https://www.naayya.com/help-center/business-agent
Category: getting-started
Last updated: 2026-06-02T12:00:00Z

# Using the Agent

The Agent helps you ask questions about your 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, the feature may not be included in your plan or turned on for your business.

## 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"
- "Customers with unused credits expiring soon"

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

Agent conversations can be reopened from the history panel or bottom dock, depending on your screen size.

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

## Related articles

- [Customer Segments](/help-center/customer-segments)
- [Customer Details](/help-center/customer-details)
- [Reports](/help-center/reports)
- [Sending Quick Emails](/help-center/sending-quick-emails)