AI Assistant Interface
The AI Assistant Interface is the primary way you interact with Dynaris. It allows you to give instructions, execute workflows, and control your entire system using natural language.
Instead of navigating multiple tools and modules manually, you describe what you want to achieve, and Dynaris handles the execution.
What the AI Assistant Does
The AI Assistant acts as your control layer across Dynaris.
It allows you to:
- Execute tasks across all modules (Leads, Calendar, Invoices, Files, etc.)
- Run workflows and automation
- Access and update data
- Interact with integrations
- Generate content, reports, and summaries
Every action you perform in Dynaris can be initiated or automated through the AI Assistant.
How to Use the AI Assistant
You interact with the assistant through a conversational panel in your dashboard.
To get started:
- Open the dashboard
- Locate the AI Assistant panel
- Type your request in natural language
- Submit and review the results
You do not need to follow strict commands. Dynaris understands intent and context.
Example Requests
You can use the AI Assistant for a wide range of tasks:
Data and CRM
"Show me all new leads from this week"
"Update this contact's status to qualified"
Scheduling
"Book a meeting tomorrow at 3 PM"
"Find my next available slot this week"
Invoices
"Create an invoice for this client"
"Show unpaid invoices"
Files and Documents
"Summarize the uploaded report"
"Export my contacts as a CSV"
Automation
"Set up a workflow to follow up with new leads"
"Run a daily summary of activity"
How Execution Works
When you send a request, Dynaris follows a structured process:
- The system interprets your intent
- The Supervisor Agent determines the required steps
- Relevant agents and tools are selected
- Actions are executed across modules and integrations
- Results are returned in a clear format
This allows a single instruction to trigger complex, multi-step workflows.
Real-Time Feedback
As your request is processed, the interface provides visibility into execution.
You can see:
- Progress updates as tasks are performed
- Actions being taken across modules
- Results as they are generated
This helps you understand what Dynaris is doing at each step.
Working Across Modules
The AI Assistant is connected to all parts of Dynaris.
It can interact with:
- Leads and Contacts
- Calendar and Bookings
- Invoices and Payments
- Files and Documents
- Knowledge Base
- Integrations and external tools
This allows you to control your entire system from one place.
Multi-Step Tasks
The AI Assistant is designed to handle complete workflows.
Example:
"Find new leads, create a summary, schedule follow-ups, and send emails"
Dynaris will:
- Break the task into steps
- Execute each step in sequence
- Coordinate multiple agents
- Deliver a complete result
This removes the need to perform tasks manually across different tools.
Best Practices
- Be clear about your goal
- Reference specific data or modules when needed
- Start with simple tasks before moving to complex workflows
- Use multi-step instructions for full automation
- Review results to refine future requests
Common Patterns
Users typically interact with Dynaris in these ways:
- Query — "Show me…"
- Action — "Create…" / "Send…"
- Automation — "Every day…" / "Set up…"
- Analysis — "Summarize…" / "Analyze…"
Understanding these patterns helps you use the assistant more effectively.
How It Fits Into Dynaris
The AI Assistant is the central interface that connects:
- AI Agents for execution
- Workflows for automation
- Integrations for external tools
- Data modules for Leads, Files, and more
It replaces traditional navigation with a unified, intent-driven system.
What's Next
- Try simple commands to explore capabilities
- Use the assistant to interact with your data
- Build your first multi-step workflow
- Combine AI Assistant with Auto Mode for full automation
The AI Assistant is the fastest and most powerful way to operate Dynaris.