Set up anything by asking the AI
Every setting in BenchKey can be changed two ways: click through Settings, or ask the AI assistant in plain English. The assistant makes the change for you, lists exactly what it did, and you can verify or undo anything.
The assistant configuring the system from one plain-English message, with every change listed. Recorded from the real app with demo data.
If you remember one thing from this page: you do not need to know where a setting lives. Describe what you want, the assistant finds it.
Open the assistant
Section titled “Open the assistant”- In Settings, click the Configure with AI card at the top of the settings menu (marked 1 above). The assistant also opens from the chat bubble in the corner of any screen.
- Type what you want in the message box (marked 2), the same way you would text a coworker.
- After the assistant makes changes, the settings changed badge (marked 3) counts what it touched. Every change is listed in the reply, in plain English.
What to ask for
Section titled “What to ask for”Real examples that work, copy them and adjust:
- “Text customers when their repair is ready for pickup”
- “Send customers a review request a few hours after pickup”
- “Add a status called Waiting on parts between Diagnosis and In repair”
- “Rewrite my estimate-ready email so it sounds friendlier”
- “Set my business hours to 10 to 6, closed Sundays”
- “Add a question to my check-in form asking for the device passcode”
- “Turn off the deposit requirement on mail-in orders”
The assistant can configure statuses and their automations, email and SMS templates, review requests, lead and widget settings, business profile and hours, intake forms, and more.
Ask how things work
Section titled “Ask how things work”The assistant also answers questions, about BenchKey and about your setup:
- “What does the deposit toggle on invoices do?”
- “Why didn’t ticket 23004 send a ready-for-pickup text?”
- “Where do I change the logo on my invoices?”
When the answer lives on a settings page, the assistant can jump you straight to it.
Attach a screenshot
Section titled “Attach a screenshot”Stuck on something visual? Attach a screenshot in the assistant and ask about it. “What is this badge on my queue?” works.
You stay in charge
Section titled “You stay in charge”- Every change is listed in the reply and counted in the change badge.
- Nothing is hidden: open the setting it mentions and you will see the change.
- Ask it to undo: “put my statuses back the way they were” works.
- The assistant asks before doing anything it is unsure about.
During onboarding
Section titled “During onboarding”The same assistant runs your first-time setup. Tell it what kind of shop you run and it builds your starting configuration: statuses, intake forms, templates, and categories that match your trade. See Quickstart.
Where the AI settings live
Section titled “Where the AI settings live”Settings → Communications → AI & automation holds the AI switches: turn assistant features on or off and control the automation behaviors. If the assistant seems unavailable, check here and your plan, AI features are included from the Pro plan.