Dashboard assistant

The Drop Cowboy® dashboard has an AI assistant that answers how-to questions and questions about your account. It needs no setup and opens beside the page you're on.

Ask the dashboard assistant

1. Open Connect AI in the left menu and click Open AI assistant. From any page, you can also press Cmd+K (Mac) or Ctrl+K (Windows), or click the sparkles button on the right edge.
2. In the AI Assistant panel, type your question in the box that says "Ask anything about your account", or click one of the suggestions.
3. Press Enter to send. Press Shift+Enter for a new line.
4. If the answer lists Sources, click the arrow next to it, then View document to read the original.
5. If you asked for a change, the assistant shows a Confirm action card that describes it. Click Approve to go ahead, or Cancel to stop.

The assistant knows which page you're on, so open the campaign or contact before you ask about it.

Keep track of conversations

• To start fresh on another topic, click the plus icon (New conversation) at the top of the panel.
• To reopen an earlier chat, click the clock icon (Recent conversations).
• If you move to another part of the dashboard mid-chat, you may see Context changed. Click New session to start over for the new page, or Continue current to keep going.

Included turns

Questions about how to use Drop Cowboy show a Help - Free chip and don't use your included turns. Other questions do. After your first message, the panel shows how many turns you have left. To check your plan's allowance, see Billing and usage.

If it doesn't work:

• Cmd+K or Ctrl+K does nothing. Click inside the dashboard page first, then press the keys again, or use the sparkles button.
• The assistant can't make a change you asked for. Your role may not include that area. See Set what each person can do, or make the change yourself on that page.
• An answer looks wrong. Open Sources to check where it came from, then ask again with more detail, such as the exact list or campaign name.
• You don't see Connect AI in the left menu. If you don't see Connect AI, ask your account owner for access. Cmd+K or Ctrl+K still opens the assistant.

Download a skill

A skill is a short instruction file for an AI coding assistant. It teaches a common Drop Cowboy task, such as importing contacts or reviewing campaign results. Skills work best once your assistant is connected to your account. See Connect AI tools.

1. Open AI Agents in the left menu, then click the Skills tab.
2. In Skills Library, click the task you want. Skills are grouped as Contacts, Campaigns, Phone, AI Agents, Automation, Web and Reporting.
3. Read Preview on the skill's card to see what it does.
4. Click Download to save the file, or Copy SKILL.md to copy its text.
5. Under Install, find the folder your assistant reads skills from.
6. In that folder, make a folder named after the skill. Save the file in it and rename it to SKILL.md, because the download has the skill's name in front.

Then ask for the task in plain words. Most assistants find the right skill on their own, so "Import this spreadsheet into a new list" is enough.

If it doesn't work:

• Your assistant ignores the skill. Check the file is named exactly SKILL.md and sits in its own folder under the path above. Restart your assistant, then ask again.
• The skill runs but can't reach your account. Your assistant isn't connected yet. Follow Connect an AI tool, then ask again.
• You don't see the Skills tab. If you don't see AI Agents, ask your account owner for access.