Your day at a glance 16 Contacts 10 Leads, enquiries & forms 25 Bookings 12 Client work 26 Money & invoices 17 Premium & memberships 9 FocusBoards 34 Mind maps 17 Workflows 5 Conversations 24 Social posting 15 Content & studio 80 Email marketing 10 Website & pages 43 The Network 33 Messages & channels 8 Communities 34 Academy 9 Goals & rewards 10 Account, files & alerts 10 Sidekick & approvals 29 More capabilities 267
Your day at a glance 16
Who is waiting on you Everything waiting on you in one look — approvals, unanswered messages, what is overdue. Ask Sidekick: “What needs me today?” Your team Your people and your AI agents, side by side. Ask Sidekick: “Who is on my team?” How set up you are Your readiness score and what is still unconnected. Ask Sidekick: “What have I still got to set up?” Your audience Followers, reach and the four network numbers side by side. Ask Sidekick: “How big is my audience?” Your publishing pulse What is scheduled this week and how your posting is landing. Ask Sidekick: “What have I got scheduled?” What is quietly going wrong Client work that is slipping, with the amounts and the reasons, newest concern first. Ask Sidekick: “Is any of my client work in trouble?” Your city this week Where your city ranks and what is happening in it. Ask Sidekick: “What is happening in my city?” Your briefing Up to five true things about your business right now, drawn straight from your own data. Ask Sidekick: “Give me my briefing.” Sales at a glance Leads in, contacted, qualified and won — the roll-up behind the dashboard. Ask Sidekick: “How are my sales going?” What your team has been doing The latest board activity across every board you can see. Ask Sidekick: “What has my team been up to?” What we have done together Everything you and I have done, merged into one trail. Ask Sidekick: “What have you done for me lately?” Your local pulse Bookings, enquiries and city activity, each with whether it is set up yet. Ask Sidekick: “How is my week looking?” Your connected accounts Every social network you have connected, and which ones need attention. Ask Sidekick: “Which accounts have I connected?” Your best posts Your five strongest published posts, ranked by how people responded. Ask Sidekick: “Which of my posts did best?” Decisions waiting on your team What is open and who still has to weigh in. Ask Sidekick: “What decisions are we sitting on?” How your email is doing Your last campaign’s opens and clicks at a glance. Ask Sidekick: “How did my last email do?”
Leads, enquiries & forms 25
See who to chase Every lead with its stage, value and last activity — so you can see who has gone quiet. Ask Sidekick: “Who should I follow up with first?” Add a lead Add a new potential customer. I show you the row and wait for your yes. Ask Sidekick: “Add a lead: Sam at Bright Fern, came in through the website.” Move a lead forward Slide a lead into a different stage of your pipeline. I show you the move and wait. Ask Sidekick: “Move Bright Fern to Proposal Sent.” Open a lead One lead in full — value, stage, owner, tags and history. Ask Sidekick: “Show me the Bright Fern lead.” Change a lead’s details Update a lead’s details or where it sits. I show you the change and wait. Ask Sidekick: “Set the Bright Fern deal to $4,000.” Mark a lead won or lost Close a lead won or lost, with your reason. I check with you first. Ask Sidekick: “Mark Bright Fern won — they signed today.” Hand a lead to someone Give a lead to someone on your team. Nobody outside is contacted. Ask Sidekick: “Give the Bright Fern lead to Ava.” Note something on a lead Add to a lead’s activity trail so nothing gets lost between calls. Ask Sidekick: “Note that Bright Fern asked about the annual price.” See your pipeline stages Your pipelines and the stages inside them, in order. Ask Sidekick: “What stages does my sales pipeline have?” Delete a lead Delete a lead and its history for good. There is no undo, so I always ask. Ask Sidekick: “Delete the duplicate Bright Fern lead.” Import a batch of leads Bring in many leads at once, matched on email or phone. I show you the tally before anything is written. Ask Sidekick: “Import these 40 leads from the trade show.” New enquiries The latest people who reached out through your website. Ask Sidekick: “Who has come in through my site this week?” Open an enquiry One website enquiry in full — every answer they gave. Ask Sidekick: “Show me what that enquiry actually said.” Hub See every form you have and what happens after someone fills it in. Ask Sidekick: “Which of my forms still need the consent question?” Add consent question Add the email-consent question to a form. Ask Sidekick: “Add the consent question to my contact form.” Bind list Make the sign-up form for an Ai Mail list. Ask Sidekick: “Make a sign-up form for my newsletter list.” See your forms See the forms and surveys you have built. Ask Sidekick: “What forms do I have, and which one gets the most answers?” Build a board intake form Create an intake form on one of your FocusBoards — every answer arrives as a task. Ask Sidekick: “Make me an intake form on my Client Delivery board.” Read a form’s questions Read the questions on one of your forms. Ask Sidekick: “Show me the questions on my enquiry form.” Read the answers people gave Read the answers people gave on one of your forms. Ask Sidekick: “What have people been saying on my feedback survey?” Build a lead form Build you a new lead form or survey as a draft. It is not on the internet until you publish it. Ask Sidekick: “Make me a workshop signup form with name, email and which session they want.” Change a form’s questions Rewrite a form’s questions. What you send replaces what is there, so I ask first. Ask Sidekick: “Add a phone number question to my enquiry form and make it required.” Publish or unpublish a form Put a form on the open internet, or take it back down. I ask before either. Ask Sidekick: “Publish my client onboarding form.” Retire a form Retire a form for good. This always asks, and it can never be set to run on its own. Ask Sidekick: “Retire my old workshop signup form.” Test a form Test one of your forms without creating a lead. Ask Sidekick: “Test my enquiry form with a sample answer set and show me the lead score.”
Bookings 12
What’s coming up Your next appointments, soonest first. Ask Sidekick: “What is on my calendar this week?” Bookings in a date range Every booking between two dates, whatever state it is in. Ask Sidekick: “What did I have booked last month?” Your booking tallies How many sit in each state — upcoming, completed, cancelled, no-show. Ask Sidekick: “How many appointments have I got coming?” Book an appointment Book an appointment for a client. It can reach them, so I show you the details and wait for your yes. Ask Sidekick: “Book Jordan Lee (jordan@acme.com) for a strategy call next Tuesday at 2pm.” Cancel a booking Cancel one of your bookings. I show you which one and wait. Ask Sidekick: “Cancel booking 214 — the client asked to reschedule later.” Open a booking One appointment in full — who, which service, when, and where it stands. Ask Sidekick: “Show me the details of Tuesday at 2pm.” See what people can book Your bookable services, with how long each takes and what it costs. Ask Sidekick: “What can people book from me?” Find a free slot The real open slots for a service on a day, honouring your shifts and blocked dates. Ask Sidekick: “When am I free for a strategy call on Friday?” See who books you Everyone who has booked you, with how often they come and what they have spent. Ask Sidekick: “Who are my regulars?” Mark an appointment done Close out a finished appointment. The client is not contacted. Ask Sidekick: “Mark this morning’s session as completed.” Mark a no-show Record that someone did not turn up. The client is not contacted. Ask Sidekick: “Mark the 10am as a no-show.” Move a booking Move a booking to a new day or time — the old slot frees itself. I show you the new time and wait. Ask Sidekick: “Move booking 214 to 2026-08-03 at 10:00.”
Client work 26
See your client roster Every client you work with, their workspace board and whether their portal is open. Ask Sidekick: “Who are my active clients?” Open a client One client in full — contact details, notes, account lead and their board. Ask Sidekick: “Show me everything on the Acme account.” Client requests waiting on you What clients have sent in from their portals, and what is still open. Ask Sidekick: “What have my clients asked for?” Creative reviews in flight Your proofing rounds — which version each client is on and what is still unapproved. Ask Sidekick: “Which designs are waiting on client sign-off?” Add a client Add a client and spin up their workspace board. Nobody outside is contacted. Ask Sidekick: “Add Acme Studios as a client.” Update a client Change a client’s details. Only what you name changes. Ask Sidekick: “Update Acme’s billing email.” Rewrite a client’s notes Replace the internal notes on a client. This overwrites what is there rather than adding to it. Ask Sidekick: “Set Acme’s notes to say they prefer Friday check-ins.” Archive or restore a client Take a client off the active roster, or bring them back. Nothing is deleted. Ask Sidekick: “Archive Acme — that work has finished.” Change who leads a client Move a client’s account lead to someone else on their board. Ask Sidekick: “Put Ava on the Acme account.” Delete a client and their workspace Delete a client and everything in their workspace. It cannot be undone, so this always asks. Ask Sidekick: “Delete client 7 and everything in their workspace.” Invite a client to their portal Open the client portal for a client and issue their sign-in invite. I ask you first. Ask Sidekick: “Invite client 7 to their portal.” Set inquiry status Mark an inquiry reviewing or declined. Ask Sidekick: “Decline the Northwind inquiry.” Note inquiry Add a private note to an inquiry. Ask Sidekick: “Note that they want it by May.” Log inquiry Log an inquiry you received elsewhere. Ask Sidekick: “Log an inquiry from Ana at Northwind about a launch video, $5k.” Accept inquiry Accept an inquiry as a client and engagement. Ask Sidekick: “Accept the Northwind inquiry.” Delete inquiry Delete an inquiry. Ask Sidekick: “Delete that spam inquiry.” See your client work See your client work — engagements and contracts — and where each one stands. Ask Sidekick: “Show me my active client engagements.” Open an engagement Open one engagement or contract in full, including its milestones and invoices. Ask Sidekick: “What are the milestones on my engagement with Acme?” Start an engagement Start a new client engagement. Ask Sidekick: “Create an engagement titled "Brand refresh" with a $2,000 budget.” Agreements you have sent See the agreements you've sent a client and whether they've signed. Ask Sidekick: “Has client 12 signed their agreement yet?” Send an agreement to sign Send a client an agreement to sign in their portal. It reaches them, so I ask you first. Ask Sidekick: “Send client 12 a services agreement for the retainer terms.” Your whole client-work room See your whole Client Work room — the money band and every live engagement and contract. Ask Sidekick: “What client work am I running and what is it worth?” Brand-deal inquiries See the brand-deal inquiries people have sent you. Ask Sidekick: “Have I got any new brand deal inquiries?” Client portal messages See your client-portal conversations and what's unread. Ask Sidekick: “Which client portal messages are waiting on me?” Read a portal conversation Read a client-portal conversation. Ask Sidekick: “Show me the messages on my portal thread with Acme.” Reply to a client in their portal Reply to a client in their portal. They see it and get an email, so I show you the message and wait. Ask Sidekick: “Reply to Acme in the portal that the first draft is ready.”
Money & invoices 17
Your money at a glance What you can withdraw, what is still clearing, and your latest movements. Ask Sidekick: “How much can I withdraw right now?” Revenue this month What you have kept this month, and the breakdown underneath it. Ask Sidekick: “How much have I made this month?” Your wallet statement The last 25 lines that touched your wallet, newest first. Ask Sidekick: “Show me my recent wallet activity.” All four balances Available, pending, lifetime and withdrawn — plus the withdrawal minimum. Ask Sidekick: “What are all my balances?” Your withdrawals Your recent withdrawal requests and where each one stands. Ask Sidekick: “Has my last withdrawal gone through?” Where you get paid The account your withdrawals are set to go to. Ask Sidekick: “Where is my money being sent?” Your payout setup Whether you are fully set up to take payments, and what is still missing. Ask Sidekick: “Am I ready to get paid?” Your newest customers Who has most recently bought from you. Ask Sidekick: “Who are my newest customers?” What you are owed What you have invoiced and are still waiting to be paid. Ask Sidekick: “How much am I owed?” Where your money comes from Your revenue broken down across all ten sources for the period you choose. Ask Sidekick: “What is my biggest source of income?” Your Sidekick answers What is left of this month's Sidekick answers on your plan, and what used them. Ask Sidekick: “How many Sidekick answers do I have left this month?” Plans on offer Every plan on sale and what each one includes. Ask Sidekick: “What plans could I move to?” Invoices on a piece of work See the invoices on a client engagement or contract and which are paid. Ask Sidekick: “List the invoices on my engagement with Acme.” Open an invoice Open one invoice in full. Ask Sidekick: “Show me the details of invoice mst_ab12.” Draft an invoice Draft an invoice on a client engagement or contract. Ask Sidekick: “Draft a $500 invoice for the design milestone on my Acme engagement.” Send an invoice Issue a drafted invoice to your client. It is money reaching a real person, so this always asks. Ask Sidekick: “Send invoice mst_ab12 to the client.” Your shop See whether your shop is live and how it is doing. Ask Sidekick: “How many orders has my shop had?”
Premium & memberships 9
Set draft Set your membership program to draft. Ask Sidekick: “Take my membership offline for now.” Add tier Add a membership tier. Ask Sidekick: “Add a $9 a month Supporter tier.” Comp member Give someone free membership. Ask Sidekick: “Comp ana@example.com into Supporter.” Go live Put your membership live. Ask Sidekick: “Open my membership.” Your premium offering See your premium offering and its page link. Ask Sidekick: “Is my premium page live, and what link do I share?” Your tiers and prices See your tiers, their prices and what each one includes. Ask Sidekick: “What do my premium tiers cost and what does each include?” Your premium members See everyone on your premium roster and how they joined. Ask Sidekick: “Who are my paying premium members?” Premium roster numbers See how many premium members you have and what they are worth a month. Ask Sidekick: “How many premium members do I have, and how many are paying?” How your premium page is laid out See how your premium page is laid out and what is left to finish. Ask Sidekick: “What is still missing before I share my premium page?”
FocusBoards 34
See your boards Every board you can see, with its people and how much is still open. Ask Sidekick: “Show me my FocusBoards.” See a board’s tasks Every task on a board with its status, priority, due date and owner. Ask Sidekick: “What is on my Website Rebuild board?” Who is on a board The roster behind a board, so a name sits on every task. Ask Sidekick: “Who is on the Website Rebuild board?” A board’s activity Everything that has happened on one board, newest first. Ask Sidekick: “What has happened on my Website Rebuild board?” Open a task One task in full — the card detail. Ask Sidekick: “Show me task 412.” Board numbers Per board: how much is open, done, and overdue. Ask Sidekick: “Which of my boards is furthest behind?” Add a task Add a task to a board you can edit. Nobody is notified. Ask Sidekick: “Add "write the launch email" to my Website Rebuild board.” Change a task Change one field on a task — title, status, priority, due date or description. I show you the change and wait. Ask Sidekick: “Push the launch email out to Friday.” Move a task along Move a task into another column. I show you the move and wait. Ask Sidekick: “Move the launch email to In progress.” Give a task to someone Give a task to someone on the board. Ask Sidekick: “Put the designer on task 412.” A board’s custom columns See a board's custom table columns. Ask Sidekick: “What columns does my Client Delivery board track?” Read a board’s custom columns Read the values in a board's custom columns. Ask Sidekick: “What is in the Budget column on my delivery board?” Set a value in a custom column Set a value in a board's custom column. Ask Sidekick: “Mark the Budget column on task 412 as 4000.” A board’s mission brief Read a board's mission brief. Ask Sidekick: “What is the Website Rebuild board about?” Anything live on a board Check whether a board has a live or upcoming round table. Ask Sidekick: “Is anything live on my Website Rebuild board?” Comment on a task Post a comment on a task thread, signed as your Sidekick. Everyone on the board sees it. Ask Sidekick: “Comment on task 412 that the draft is ready.” Delete a task Delete a task and everything under it. There is no undo, so I always ask. Ask Sidekick: “Delete the duplicate launch email task.” Rules running on a board See the rules running on a board. Ask Sidekick: “What automations are on my launch board?” Pause or restart a board rule Pause a board rule, or start it again. Ask Sidekick: “Pause the rule that assigns everything to Ava.” Automation runs See what a board rule has done. Ask Sidekick: “What has the Review rule done this week?” Set up a board rule Set up a rule that runs itself on a board, on every future task, until you stop it. I show you the rule and wait. Ask Sidekick: “When a card moves to Review, assign it to Priya.” Update automation Change a board rule. Ask Sidekick: “Make the Review rule assign cards to Marcus instead.” Delete a board rule Delete a rule for good. There is no restore anywhere, so this always asks. Ask Sidekick: “Delete the rule that moves everything to To do.” Board header See a FocusBoard's header: who leads it and its progress. Ask Sidekick: “How far along is the launch board?” Board hands See who has volunteered for tasks on a board. Ask Sidekick: “Has anyone raised a hand for the logo task?” Raise hand Raise your hand for a board task. Ask Sidekick: “Volunteer me for the logo task.” Withdraw hand Withdraw your raised hand. Ask Sidekick: “Take my hand back on the logo task.” Roadmap See a FocusBoard roadmap. Ask Sidekick: “What is at risk on the launch roadmap?” Answer hand Answer a volunteer. Ask Sidekick: “Accept Ana's hand on the logo task.” Edit roadmap Edit a board roadmap. Ask Sidekick: “Add a Launch milestone on May 20.” Board pulse See how a FocusBoard is moving. Ask Sidekick: “How is my launch board doing this week?” Make a board public or private Make a board you own public, private or team-visible. It changes who can see everything on it, so I always ask. Ask Sidekick: “Make my launch board private.” See your comments Read the comments on a task. Ask Sidekick: “What did the team say on the cupping task?” Post comment Comment on a task. Ask Sidekick: “Comment "done, photos in the folder" on the cupping task.”
Mind maps 17
See a board’s mind maps Every mind map on a board, and whether you can edit them. Ask Sidekick: “What mind maps are on my Studio Ops board?” Open a mind map A whole map in one read — every node, and who else is on it. Ask Sidekick: “Show me the launch plan map.” See where the dots landed Which ideas got the most dots, and how many you have left to place. Ask Sidekick: “Which ideas are winning on this map?” Place a dot Place or take back one of your dots on a mind-map node. Ask Sidekick: “Put one of my dots on the "pricing page" idea.” Grow a branch I suggest four to seven child ideas under a node. This counts toward your monthly Sidekick answers. Ask Sidekick: “Expand the "launch checklist" node into sub-steps.” Draft a map from a prompt I draft a whole small map from your idea. This counts toward your monthly Sidekick answers. Ask Sidekick: “Build a mind map for planning our autumn webinar.” Group ideas into themes I sort your nodes into named themes and write nothing until you say so. This counts toward your monthly Sidekick… Ask Sidekick: “Cluster the ideas on this map into themes.” Start a mind map Create a map on one of your boards. Every board member sees it, so I ask you first. Ask Sidekick: “Start a mind map called "Launch plan" on my Studio Ops board.” Rename a mind map Rename a map. Everyone on the board sees the new name, so I ask you first. Ask Sidekick: “Rename the untitled mind map to "Q4 campaign ideas".” Add a node Add one node to a map. The whole board sees it, so I show you the wording and wait. Ask Sidekick: “Add "pricing experiments" under the marketing branch.” Save a batch of edits Save a set of moves and edits to a map in one go. I show you the batch and wait. Ask Sidekick: “Move the three research nodes under the new "validation" branch.” Delete a branch Delete a node and everything under it. There is no restore, so I always ask. Ask Sidekick: “Remove the abandoned "print ads" branch from the map.” Delete a whole map Delete a map, its nodes and its votes. Nothing survives it, so this always asks. Ask Sidekick: “Delete the old brainstorm map we finished with.” Turn a node into a task Turn a node into a real task on the board. It appears on the kanban, so I ask first. Ask Sidekick: “Make the "write launch email" node a real task.” Turn a branch into tasks Turn the items you have reviewed into real board tasks. I show you the list and wait. Ask Sidekick: “Create tasks from the approved items in the launch branch.” Put a task on a map Drop one of the board’s existing tasks onto a map. I ask you first. Ask Sidekick: “Add the "ship v2" task onto the roadmap mind map.” Change a task from its node Change a real task’s owner, title or status from its node. I show you the change and wait. Ask Sidekick: “Mark the "draft copy" task done from the mind map.”
Workflows 5
Build a workflow Build a "when this happens, do that" workflow. It arrives as a draft — nothing runs until you switch it on. Ask Sidekick: “When a new enquiry arrives, tag it and tell me.” See your workflows See the workflows you have built and which are running. Ask Sidekick: “What workflows do I have running?” Read how a workflow works Read how one of your workflows is put together. Ask Sidekick: “Walk me through what my new-enquiry workflow actually does.” See how your workflows have run See how your workflows have actually been running. Ask Sidekick: “Have any of my workflows been failing?” Your email workflows See your email workflows and whether they are running. Ask Sidekick: “Which of my email automations are live?”
Conversations 24
Your inbox Your conversations, whatever needs a human first. Ask Sidekick: “What is waiting in my inbox?” Open a conversation One conversation in full, with its whole message timeline. Ask Sidekick: “Show me the thread with Priya.” Your connected channels Where your conversations arrive from — web widget, email and the rest. Ask Sidekick: “Which channels have I got connected?” Inbox tallies How many are open, need a human, or have nobody on them. Ask Sidekick: “How many conversations need me?” What happened on a conversation The labels, status changes and handovers between the messages. Ask Sidekick: “What has happened on this conversation?” Leave a private note A note only your side ever sees. It is never shown to the customer and never sent anywhere. Ask Sidekick: “Note internally that this one needs the senior team.” Set a conversation’s status Open, pending, snoozed or resolved. The customer is not contacted. Ask Sidekick: “Snooze this one until.” Route a conversation Send a conversation to a teammate or a team. Internal only — nobody outside is contacted. Ask Sidekick: “Give this conversation to Ava.” Reply to a customer Reply to the customer. It goes out to them, so I show you the draft and wait for your yes. Ask Sidekick: “Reply and say the part ships Tuesday.” Take over Take over a conversation from Sidekick. Ask Sidekick: “I will handle the refund chat myself.” Return to maven Hand a conversation back to Sidekick. Ask Sidekick: “Let Sidekick take the refund chat again.” Maven assist Ask Sidekick to draft or summarize a conversation. Ask Sidekick: “Draft a reply to the latest message.” Set label Label a conversation. Ask Sidekick: “Tag it billing.” Convert to lead Make a conversation's customer a lead. Ask Sidekick: “Add this customer to my leads.” Create task Create a follow-up task from a conversation. Ask Sidekick: “Make a follow-up task for this.” See your views See your saved inbox views. Ask Sidekick: “Show my saved views.” Save view Save an inbox view. Ask Sidekick: “Save this as Billing waiting.” Delete view Delete a saved view. Ask Sidekick: “Delete the Billing view.” See your teammates See your inbox teammates. Ask Sidekick: “Who is on my inbox team?” Add teammate Add an inbox teammate. Ask Sidekick: “Add Ana to my inbox team.” Remove teammate Remove an inbox teammate. Ask Sidekick: “Remove Ana from my inbox.” Member search Find a FocalShift member. Ask Sidekick: “Find Ana.” Send reply then Send a reply, then resolve or snooze. Ask Sidekick: “Send that and snooze it till.” Start Start a conversation with a customer. Ask Sidekick: “Message Ana that her order shipped.”
Social posting 15
Destinations See where you can post today. Ask Sidekick: “Which networks can I post to right now?” Draft a post Write a post and save it to your drafts. Nothing is published. Ask Sidekick: “Draft a post about the new opening hours.” Publish a post Publish to a connected account. It goes live the moment you approve, so I show it to you first. Ask Sidekick: “Post "Doors open !" to my X account.” Schedule a post Queue a draft to go out at a set time. I show you the slot and wait for your yes. Ask Sidekick: “Schedule draft 88 to go out tomorrow at 9am.” Your campaigns Your campaigns with how many posts are drafted, scheduled and out. Ask Sidekick: “How are my campaigns doing?” Open a campaign One campaign with its recent posts and where each stands. Ask Sidekick: “Show me my autumn campaign.” What is queued to go out Every post waiting to publish, soonest first. Ask Sidekick: “What is going out this week?” See your posts See the posts you have already published. Ask Sidekick: “What have I published on Instagram lately?” Delete a published post Delete a post from Facebook or Instagram itself. Nobody can bring it back, so this always asks. Ask Sidekick: “Delete the Facebook post I published this morning.” How your posts did See how your published posts are doing. Ask Sidekick: “How did my Instagram posts do this week?” Your follower count See your follower count for a connected account. Ask Sidekick: “How many followers does my Facebook Page have?” X media status Check whether you can post pictures to X. Ask Sidekick: “Can I attach an image to my X posts?” Your connected accounts The social accounts you have connected, and which are healthy. Ask Sidekick: “Which accounts can I post to?” Draft a post for a campaign Write a post and attach it to a campaign as a draft. Nothing is published. Ask Sidekick: “Draft a post for my autumn campaign.” Schedule a campaign post Commit a draft to go out publicly at a set time. I show you the slot and wait. Ask Sidekick: “Schedule that campaign post for Thursday at 9am.”
Content & studio 80
Make an image Generate an image in Ai Studio. This counts toward your monthly Sidekick answers. Ask Sidekick: “Make me a hero image for the workshop page.” Write copy that sells Real marketing copy for a purpose, in your brand’s tone. This counts toward your monthly Sidekick answers. Ask Sidekick: “Write me a launch email for the autumn workshop.” Dashboard See your Ai Studio at a glance. Ask Sidekick: “What is waiting in my Ai Studio?” See your assets List your Ai Studio creations. Ask Sidekick: “Show my approved images.” Get asset Open one of your creations. Ask Sidekick: “Open my latest draft in Ai Studio.” Get asset status Check on an image or video that is generating. Ask Sidekick: “Is my product video ready yet?” Estimate See what an Ai Studio run would cost first. Ask Sidekick: “What would three ad variants use?” See your engines See which Ai Studio engines are ready for you. Ask Sidekick: “Can Ai Studio make videos for me yet?” Keys map See which of your keys run what in AI Studio. Ask Sidekick: “Which of my keys can make videos?” Generate set Make the set for every platform size you name. Ask Sidekick: “Make the Autumn Roast launch image for Instagram feed, story and the email hero.” Get brand kit Open one of your brand kits. Ask Sidekick: “What does my main brand kit say about tone?” See your campaigns List your Ai Studio campaigns. Ask Sidekick: “Which Ai Studio campaigns do I have going?” Get campaign Open one of your campaigns. Ask Sidekick: “What is in my spring sale campaign?” Campaign workspace Open a campaign workspace. Ask Sidekick: “Show me the spring campaign and anything not filed yet.” See your products See your Product Studio products. Ask Sidekick: “Which of my products can I make a photoshoot of?” See your copy See your saved ad copy. Ask Sidekick: “Find the email copy I saved last week.” Generate variant Write a piece of ad copy in Ai Studio. Ask Sidekick: “Write a punchy Instagram caption for my spring sale.” Save asset Save copy into your Ai Studio library. Ask Sidekick: “Save those three captions to my spring campaign.” Tag asset Tag one of your creations. Ask Sidekick: “Tag the new hero image "spring" and "hero".” Favorite asset Star one of your creations. Ask Sidekick: “Star my best product shot.” Duplicate asset Duplicate a creation. Ask Sidekick: “Make a copy of the summer banner so we can try a new headline.” Attach to campaign Add a creation to a campaign. Ask Sidekick: “Put the new video into the spring campaign.” Detach from campaign Take a creation out of its campaign. Ask Sidekick: “Take that old caption out of the spring campaign.” Create campaign Start a new Ai Studio campaign. Ask Sidekick: “Start a campaign called Spring Sale for my candle shop.” Update campaign Rename or re-describe a campaign. Ask Sidekick: “Rename the spring campaign to Spring Launch.” Brand kit seed preview See whether your workspace can draft a brand kit. Ask Sidekick: “Could you draft a brand kit from my workspace?” Seed brand kit Draft a brand kit from your workspace. Ask Sidekick: “Build me a brand kit from my workspace.” Create brand kit Create a brand kit. Ask Sidekick: “Make a brand kit from what you read on my website.” Import brand from url Read a brand from a website. Ask Sidekick: “Read my website and suggest a brand kit.” Import product Bring a shop product into Product Studio. Ask Sidekick: “Add my lavender candle to Product Studio.” Cancel video Cancel a video that is generating. Ask Sidekick: “Stop that video, I want to change the script.” Generate video Make a video ad. Ask Sidekick: “Make a 15-second vertical video ad for the spring sale.” Generate photoshoot Make a product photoshoot. Ask Sidekick: “Shoot my lavender candle on a marble table in morning light.” Generate product shot Create a product image. Ask Sidekick: “Create a product image of a gift box of three candles.” Update brand kit Change a brand kit. Ask Sidekick: “Change my brand tone to Warm and add "artisan" to the blocked words.” Set default brand kit Choose your default brand kit. Ask Sidekick: “Make the spring kit my default.” Apply quick style Restyle a brand kit's colours. Ask Sidekick: “Make my brand colours deep green and cream.” Approve asset Approve a creation. Ask Sidekick: “Approve the spring hero image.” Archive asset Archive a creation. Ask Sidekick: “Archive the old winter banner.” Archive campaign Archive a campaign. Ask Sidekick: “Archive the winter campaign.” Delete asset Delete a creation. Ask Sidekick: “Delete the rejected banner.” Delete campaign Delete a campaign. Ask Sidekick: “Delete the test campaign.” Delete brand kit Delete a brand kit. Ask Sidekick: “Delete the old brand kit.” Delete product Delete a studio product. Ask Sidekick: “Remove the old candle from Product Studio.” Your shows Every podcast show you run. Ask Sidekick: “What shows have I got?” Your episodes Your episodes, newest first, with where each one stands. Ask Sidekick: “What episodes are still unpublished?” Open an episode One episode in full — description, guests, dates and notes. Ask Sidekick: “Show me episode 12.” Rewrite show notes Replace the show notes on an episode. Nothing is published or distributed. Ask Sidekick: “Rewrite the show notes for episode 12.” Publish an episode Publish an episode. It becomes public, so I ask you first. Ask Sidekick: “Publish episode 12 of my show.” Your brand kits See your brand kits — colours, fonts and logo. Ask Sidekick: “What are my brand colours?” See your storyboards Open a StoryBoard and see its findings. Ask Sidekick: “What have we confirmed on the Leith market story?” Add finding Add a finding to a StoryBoard. Ask Sidekick: “Add a finding: stall 9 bags weighed 214 g on 4 Oct.” Your storyboards See your StoryBoards and how far each one has got. Ask Sidekick: “What StoryBoards am I working on?” Destination.state See whether your stream is going to your FocalShift page, and who is watching. Ask Sidekick: “Is my stream showing on my FocalShift page?” Destination.arm Turn ON "send my stream to FocalShift" — create your own live channel so that what her studio sends to FocalShift… Ask Sidekick: “Turn ON "send my stream to FocalShift" — create your own live channel so that what her studio sends to FocalShift…” Destination.disarm Turn OFF "send my stream to FocalShift" — delete your live channel and empty her watch page. Ask Sidekick: “Turn OFF "send my stream to FocalShift" — delete your live channel and empty her watch page.” Streamkeys.list See which platforms get your show when you go live. Ask Sidekick: “Which platforms am I streaming to?” Streamkeys.check Check a platform can be reached before you go live. Ask Sidekick: “Is my YouTube destination reachable?” Streamkeys.set paused Leave a platform out of your next show, or put it back in. Ask Sidekick: “Pause my Twitch destination for tonight's show.” Channel.claim Get the code that proves your YouTube, Twitch, Kick or Vimeo channel is yours. Ask Sidekick: “Why isn't my Kick stream showing on FocalShift?” Channel.check Check whether your channel is proven yours yet. Ask Sidekick: “Check my Kick channel now.” Your broadcasts See your next broadcast and your past ones. Ask Sidekick: “When is my next live broadcast?” Studio.state See your shows, your relay and your live room. Ask Sidekick: “See your shows, your relay and your live room.” Chat.poll Read your live chat. Ask Sidekick: “Read your live chat.” Backstage.state See who is backstage and on stage. Ask Sidekick: “See who is backstage and on stage.” Show.plan Plan a live show. Ask Sidekick: “Plan a live show.” Show.start Go live. Ask Sidekick: “Go live.” Show.end End your show. Ask Sidekick: “End your show.” Chat.post Post in your live chat. Ask Sidekick: “Post in your live chat.” Chat.moderate Moderate your live chat. Ask Sidekick: “Moderate your live chat.” Poll.manage Run a poll in your live show. Ask Sidekick: “Run a poll in your live show.” Backstage.open Open Backstage for your show. Ask Sidekick: “Open Backstage for your show.” Backstage.stage Bring guests on stage. Ask Sidekick: “Bring guests on stage.” Backstage.chat Message your guests backstage. Ask Sidekick: “Message your guests backstage.” Backstage.invite Invite a guest to your show. Ask Sidekick: “Invite a guest to your show.” Backstage.revoke Remove a guest from Backstage. Ask Sidekick: “Remove a guest from Backstage.” Backstage.pass Turn on your camera backstage. Ask Sidekick: “Turn on your camera backstage.” Publish.start Send your live video from the app. Ask Sidekick: “Send my .start — I'll approve first.” Start a story Start a new story draft. Ask Sidekick: “Draft a story titled "How we built our first 100 customers".” Publish a story Publish one of your story drafts so anyone can read it. I show it to you and wait. Ask Sidekick: “Publish my "First 100 customers" story.”
Email marketing 10
Draft an email campaign Write an email campaign and save it unsent. It never sends by itself. Ask Sidekick: “Draft an email announcing the autumn workshop.” Send an email campaign Send an email out to your audience. Once it is gone it cannot be pulled back, so this always asks. Ask Sidekick: “Send a campaign to my subscribers announcing the new fall workshop.” Your email campaigns Your campaigns and where each one stands. Ask Sidekick: “What emails have I sent?” How a campaign did Opens, clicks, bounces and unsubscribes for one campaign. Ask Sidekick: “How did the workshop email do?” See your lists See your email lists and how many people are on each. Ask Sidekick: “How many people are on my newsletter list?” Add subscriber Add someone to one of your email lists. Ask Sidekick: “Add jamie@example.com to my newsletter list.” Tag subscriber Tag someone on your email list. Ask Sidekick: “Tag jamie@example.com as vip.” Export subscriber Export everything you hold about one person. Ask Sidekick: “Export everything we have on jamie@example.com.” Inbox See your email inbox with what each reply means. Ask Sidekick: “Which email replies are interested leads?” Thread context See who an email is from across FocalShift. Ask Sidekick: “What do we know about the person in this email thread?”
Website & pages 43
Your landing pages Your landing pages and whether each one is live. Ask Sidekick: “Which of my pages are published?” Publish a landing page Put a landing page on the open internet. I ask you first. Ask Sidekick: “Publish my workshop signup page.” Board Hardware Stack › WordPress Sites › Board, as the page reads it: one row per connected site with its connection… Ask Sidekick: “Hardware Stack › WordPress Sites › Board, as the page reads it: one row per connected site with its connection…” Your WordPress sites The WordPress sites you have connected, and whether each connection is healthy. Ask Sidekick: “Which WordPress sites have I connected?” Push a page to WordPress Write a page onto your live public website. I ask you first. Ask Sidekick: “Push my workshop page to my WordPress site.” Set plugin state Switch a named plugin on or off on one of your connected WordPress sites. Ask Sidekick: “Set plugin state.” Stage theme Put a free WordPress theme from the WordPress.org directory on one of your connected WordPress sites, switched OFF… Ask Sidekick: “Put a free WordPress theme from the WordPress.org directory on one of your connected WordPress sites, switched OFF…” Activate theme Switch the live theme of one of your connected WordPress sites to a theme already on that site. Ask Sidekick: “Switch the live theme of one of your connected WordPress sites to a theme already on that site.” Site health Check the health of your WordPress site. Ask Sidekick: “Is my website okay? Anything need updating?” See your content See the posts and pages on your WordPress site. Ask Sidekick: “What drafts are sitting on my website?” Draft post Draft a post or page on your WordPress site. Ask Sidekick: “Draft a blog post about our new opening hours.” Update draft Edit a post or page on your WordPress site. Ask Sidekick: “Fix the typo in my services page draft.” Publish post Put a post or page live on your WordPress site. Ask Sidekick: “Publish the opening-hours post we drafted.” Upload media Add an image or file to your WordPress media library. Ask Sidekick: “Put this hero image on my website's media library.” Backup now Back up your WordPress site. Ask Sidekick: “Take a backup of my website before we change anything.” See your redirects See the redirects on your WordPress site. Ask Sidekick: “What redirects does my website have?” Add redirect Add a redirect on your WordPress site. Ask Sidekick: “Redirect /old-services to my new services page.” Purge cache Clear your WordPress site's cache. Ask Sidekick: “My site is showing the old version — clear the cache.” Get seo See a page's SEO title and description on your WordPress site. Ask Sidekick: “What's the SEO title on my services page?” Set seo Change a page's SEO title and description on your WordPress site. Ask Sidekick: “Rewrite the meta description on my pricing page.” Update product Update a product in your WordPress store. Ask Sidekick: “Put the blue hoodie on sale for 39.” Create coupon Create a discount coupon in your WordPress store. Ask Sidekick: “Make a SPRING20 coupon for 20% off, valid through the end of May.” See your comments See the comments waiting on your WordPress site. Ask Sidekick: “Any comments waiting for moderation on my blog?” Moderate comment Approve, hold or spam a comment on your WordPress site. Ask Sidekick: “Approve the nice comment on my latest post.” Report site activity Your own logs its direct site work into your FocalShift audit trail. Ask Sidekick: “Log that you refreshed the homepage hero on my site.” Site uptime See whether your website has been staying up. Ask Sidekick: “Has my site been down at all this month?” See your site audit See what happened on your WordPress site. Ask Sidekick: “Has anyone failed to log in to my site this week?” Get security scan See what the last file check on your WordPress site found. Ask Sidekick: “Has anything changed in my WordPress files?” Get performance See what the speed features actually did to your website. Ask Sidekick: “Did turning the page cache on actually make my site faster?” Get image optim See what the image optimiser actually did to your pictures. Ask Sidekick: “How much space has optimising my images actually saved?” Get broken links See any broken links on your website, and which page each one is on. Ask Sidekick: “Are there any broken links on my website?” Get client report Read the monthly report for a website you look after for a client. Ask Sidekick: “What did last month's client report for example.com say?” Get optins See how your sign-up forms are doing, and whether anyone is joining. Ask Sidekick: “Is my newsletter pop-up actually getting anyone to sign up?” Get ads earnings See what you've earned from ads on your website, and what's still clearing. Ask Sidekick: “How much have I made from the ads on my site so far?” Get firewall See what your site is turning away, and where. Ask Sidekick: “Is anything hammering my site's login page?” Get seo health See how your website presents itself to search engines. Ask Sidekick: “How many pages on my site have no description for search results?” Get backups See the copies of your website and whether you could really put one back. Ask Sidekick: “When was my website last backed up, and has a backup ever been restored?” Get migration See how a move of your website from one host to another is going, and whether the new copy really matches. Ask Sidekick: “How is the move of my website going, and did everything arrive intact?” Get updates See how your website is being updated, and whether an update has ever had to be undone. Ask Sidekick: “Are my plugins being updated safely, and has an update ever broken my site?” Get analytics See how many people visit your website and what they read — counted privately on your own site. Ask Sidekick: “How many people visited my website this week, and which pages did they read?” Get canvas objects See the headers, footers and blocks you have designed, and the ones you can start from. Ask Sidekick: “What headers and footers do I have on my Design Canvas?” What you have saved in the builder See the pages and sections you have saved in the builder. Ask Sidekick: “What designs have I saved?” Read one of your saved pages Read one of your saved design pages back - its sections, words, pictures and colours. Ask Sidekick: “What sections are on my home page design?”
The Network 33
How connected you are Who is one step from you, who is two, and the names in between. Ask Sidekick: “How connected am I on the network?” Post an update Share an update to your feed, a board, or a community — I ask you first. Ask Sidekick: “Post "Shipped the new pricing page today" to my feed.” Your feed See your network feed. Ask Sidekick: “What's new in my feed?” Open a profile Open a member's profile. Ask Sidekick: “Show me @camillesutton's profile.” Do you follow them? Check whether you follow someone. Ask Sidekick: “Am I following @camillesutton?” Follow or unfollow Follow or unfollow a member. Ask Sidekick: “Follow @camillesutton.” Block someone Block or unblock a member. It changes what they can reach, so I ask you first. Ask Sidekick: “Block @jakemiller.” Mute someone Mute or unmute a member. Ask Sidekick: “Mute @jakemiller.” Who you have silenced See everyone you have blocked or muted. Ask Sidekick: “Who have I blocked?” Report something Report a post, a message or a member to FocalShift — I always ask you first. Ask Sidekick: “Report post 12 as spam.” Browse members Browse you directory. Ask Sidekick: “Who's available for hire?” Search the Network Search everything on the Network. Ask Sidekick: “Search the network for founder mode.” Network alerts See what happened on the network while you were away. Ask Sidekick: “What have I missed on the network?” Mark network alerts read Mark network notifications read. Ask Sidekick: “Mark those two network alerts as read.” What someone posts See what a member has posted. Ask Sidekick: “What has @ashleyparker been posting?” Someone’s livestreams See a member's livestreams. Ask Sidekick: “What livestreams has @ashleyparker hosted?” Someone’s membership offer See a member's premium offer. Ask Sidekick: “Does @camillesutton have a membership programme?” Questions asked of someone See the questions asked of a member. Ask Sidekick: “What have people asked @hanspaine?” What someone teaches See what a member teaches. Ask Sidekick: “What courses does @camillesutton teach?” Someone’s background Read a member's full About. Ask Sidekick: “What is @ashleyparker's background?” Who to follow next Suggest members to follow. Ask Sidekick: “Who should I follow next?” Open a post Open one post in full. Ask Sidekick: “Open post 812 and tell me what it says.” Read a post’s comments Read the comments on a post. Ask Sidekick: “What are people saying on post 812?” Comment on a post Write a comment on a post, or reply to someone. It is public, so I show you the wording and wait. Ask Sidekick: “Reply to post 812 saying congratulations on the launch.” React to a post React to a post, or take your reaction back. Ask Sidekick: “Put a 🔥 on post 812.” Appreciate a post Appreciate a post or a comment. Ask Sidekick: “Appreciate post 812.” Repost to your followers Repost someone’s post to your own followers, or undo it. It is public, so I ask you first. Ask Sidekick: “Repost post 812.” Open discussions See the discussions you can read. Ask Sidekick: “What questions are open in the Ai community?” Read a discussion Read one discussion and its replies. Ask Sidekick: “Open discussion 38 and summarise the answers.” Reply to a discussion Reply to a discussion. It is public and stays there, so I ask you first. Ask Sidekick: “Reply to discussion 38 with what worked for me.” Vote on a discussion Vote a discussion or an answer up or down. Ask Sidekick: “Upvote reply 34.” Accept an answer Mark one reply as the answer on a question you asked. It is public and final, so I ask you first. Ask Sidekick: “Accept reply 34 as the answer on discussion 38.” Ask the Network something Start a discussion or ask a question in a community or on a board. I show you the wording and wait. Ask Sidekick: “Ask the Ai community how they handle handover checklists.”
Messages & channels 8
Read a channel Read a channel's chat. Ask Sidekick: “What's been said in #general in Launch Lab?” Say something in a channel Post in a community or board channel. Everyone there sees it, so I show you the message and wait. Ask Sidekick: “Post "shipping the beta tonight" in #general in Launch Lab.” Mark a channel read Mark a channel read up to where you got to. Ask Sidekick: “Mark #general read.” React in a channel React to a channel message. Ask Sidekick: “Put a boost on message 142.” Your direct messages See your direct-message inbox. Ask Sidekick: “Do I have any unread messages?” Read a conversation Read a direct-message conversation. Ask Sidekick: “Show my messages with Camille.” Send a message Send someone a direct message. It reaches a real person, so I show you the wording and wait. Ask Sidekick: “Message Camille and say the draft is ready.” Mark a conversation read Mark a conversation as read. Ask Sidekick: “Mark my conversation with Camille as read.”
Communities 34
Communities you are in See the communities you've joined. Ask Sidekick: “What communities am I in?” Open a community Open one community and see where you stand in it. Ask Sidekick: “Show me the details of the Founders community.” Post to a community Post a thread into a community you belong to. Everyone in it sees it, so I show you the post and wait. Ask Sidekick: “Post "Welcome all the new members this week!" to the Founders community.” Announce to a community you run Post an announcement to everyone in a community you own. I show you the wording and wait. Ask Sidekick: “Announce "Live Q&A this Friday at noon" in my Founders community.” Courses taught in a community See the courses taught inside a community, and how far you have got. Ask Sidekick: “What courses are in the Launch Lab community?” Your communities, or new ones See your communities, or discover new ones. Ask Sidekick: “What communities am I in?” Open a community and its channels Open one community and see its channels. Ask Sidekick: “Open the Founders community.” Join a community Join a community. Your name goes in front of everyone in it, so I ask you first. Ask Sidekick: “Join the Launch Lab community.” Leave a community Leave a community you belong to. I ask you first. Ask Sidekick: “Leave the Startups community.” Who is in a community See who is in a community and who is doing the talking. Ask Sidekick: “Who is in the Launch Lab community?” Who is most active in a community See who is most active in a community this week, this month, or ever. Ask Sidekick: “Who is top of the leaderboard in Launch Lab this month?” What is coming up in a community See what is coming up in a community. Ask Sidekick: “What is coming up in the FocalShift Soft Launch community?” A community’s announcements Catch up on a community's announcements. Ask Sidekick: “What have the owners announced in the soft launch community?” What is happening in a community Open a community and see everything happening in it. Ask Sidekick: “What is happening in the Launch Lab community?” Your community’s owner panel See everything in the owner panel of a community you run. Ask Sidekick: “Show me the owner settings for my Soft Launch community.” Change a community’s rules Change the rules, the About text and who may do what in a community you run. I show you the change and wait. Ask Sidekick: “Set my community so only moderators can create channels.” Make a community public or private This is a door, not a setting — it changes what everyone can see at once, so this always asks. Ask Sidekick: “Make my soft launch community private.” Set the level a channel unlocks at Set you level a channel opens at. It changes who can read it, so I ask you first. Ask Sidekick: “Lock the announcements channel in my community to level 3.” Make someone a moderator Give someone moderator powers in a community you run, or take them back. I ask you first. Ask Sidekick: “Make Jamie a moderator of my community.” Remove someone from a community Take someone out of a community you run. Their seat and join date do not come back, so this always asks. Ask Sidekick: “Remove that spam account from my community.” Schedule an event Schedule an event in a community you run. Everyone in it sees it, so I show you the details and wait. Ask Sidekick: “Schedule a workshop in my community for next Tuesday at 6pm.” Cancel an event Cancel an event people were expecting. It stops being listed anywhere, so this always asks. Ask Sidekick: “Cancel Thursday's workshop in my community.” Delete an announcement Delete an announcement from a community you run. The text is not recoverable, so this always asks. Ask Sidekick: “Delete the old maintenance announcement in my community.” Add a board to a community Attach one of your boards to a community, or take it off. The community sees it, so I ask you first. Ask Sidekick: “Add my Website Rebuild board to the Launch Lab community.” Add a course to a community Put a course in a community’s classroom, take one off, or set the level it unlocks at. I ask you first. Ask Sidekick: “Add my automations course to the Launch Lab community.” Create or rename a channel Create a channel in a community, or rename one. Everyone there sees it, so I ask you first. Ask Sidekick: “Create a wins channel in my community.” Delete an empty channel Delete a channel nobody ever used. It only works while it is empty, and it always asks. Ask Sidekick: “Delete the empty test channel in my community.” Hide a channel, or bring it back Hide a channel from a community without destroying anything, or restore it. I ask you first. Ask Sidekick: “Archive the old bugs channel in my community.” A community’s wiki Read a community's wiki pages. Ask Sidekick: “What is in the wiki for the Launch Lab community?” Files shared in a community See the files shared in a community. Ask Sidekick: “What files are shared in the Launch Lab community?” Write a wiki page Write or edit a page in a community’s wiki. The community reads it, so I show you the text and wait. Ask Sidekick: “Add a welcome page to my community's wiki.” Delete a wiki page Delete a wiki page and every revision of it. There is no restore, so this always asks. Ask Sidekick: “Delete the old draft page from my community wiki.” Approve a join request Approve or decline someone asking to join a private community you own. Ask Sidekick: “Approve the join request on my private community.” Boards attached to a community See the boards attached to a community, and public boards you could add. Ask Sidekick: “What boards are in the Launch Lab community?”
Academy 9
Courses you can take Every course open to you, with its level, its price and whether you are already on it. Ask Sidekick: “What courses can I take?” Open a course One course in full — chapters, lessons, instructor and rating. Ask Sidekick: “Tell me about the automations course.” What you are learning The courses you are on and how far through each one you are. Ask Sidekick: “What am I part way through?” What people say about a course Ratings and reviews for a course, with its average. Ask Sidekick: “Is the automations course any good?” Your certificates Everything you have earned, with its serial and verify link. Ask Sidekick: “What certificates have I got?” Courses you teach The courses you author, with enrolments and completions. Ask Sidekick: “How are my own courses doing?” Enrol on a free course I sign you up to a free, open course. Anything priced I tell you about and leave the checkout to you. Ask Sidekick: “Enrol me on the free automations course.” Announce to your students Post an announcement to everyone enrolled on your course. It reaches them, so I show you the wording and wait. Ask Sidekick: “Tell my students the new module is up.” Invite a co-instructor Give another instructor authoring access to your course. I ask you first. Ask Sidekick: “Invite Ava to co-teach my automations course.”
Goals & rewards 10
Check your goals Your goal and how you are actually tracking against it. Ask Sidekick: “How am I doing against my goal?” Set header mode Show your goal or your level in the top bar. Ask Sidekick: “Show my level in the top bar instead of the goal.” Set your goal Define or redefine your one business goal. This replaces the current one. Ask Sidekick: “Set my goal to $10,000 a month.” Update your progress Move the number on a custom goal. Revenue and customer goals count themselves. Ask Sidekick: “Update my goal progress to 60.” Your badges See every badge you have earned and what is still to come. Ask Sidekick: “Which badges am I closest to earning?” Your quests See your quests and what each one still needs. Ask Sidekick: “What quest should I finish next?” The rank ladder See the rank ladder and where you stand on it. Ask Sidekick: “What rank am I and what is the next one?” Your XP history See what you have earned XP for recently. Ask Sidekick: “What have I earned XP for this week?” Your recognition points See your recognition points and shout-outs. Ask Sidekick: “How many recognition points do I have left?” The leaderboard See the leaderboard and where you stand on it. Ask Sidekick: “Where am I on the leaderboard?”
Account, files & alerts 10
Your files Your folders, and what is in them. Ask Sidekick: “What is in my files?” Details on a file Name, folder, size and dates for one file. Never the file itself. Ask Sidekick: “When did I upload that contract?” Your alerts Your in-app notifications, newest first. Ask Sidekick: “What have I missed?” Read your profile Read your own profile - everything you have written about yourself. Ask Sidekick: “What does my profile say about me?” Switch light or dark Switch yourself to light, dark or system. Ask Sidekick: “Switch me to dark mode.” How many unread How many alerts you have not read yet. Ask Sidekick: “Have I got unread alerts?” Mark an alert read Clear one alert off your list. Ask Sidekick: “Mark that alert as read.” Watch for a word Get a bell whenever a new story, project or post mentions a word or #hashtag. Ask Sidekick: “Tell me whenever someone mentions ceramics.” What you are watching Your keyword watches, and when each last matched. Ask Sidekick: “What am I watching for?” Stop watching a word Take one of your watches off. Ask Sidekick: “Stop watching for ceramics.”
Sidekick & approvals 29
Consult Ask Sidekick how something in FocalShift works. Ask Sidekick: “Ask Sidekick how recurring invoices work.” Mail segment from prompt Describe an audience and get the segment rules for it. Ask Sidekick: “Build me a segment of contacts in hospitality with a lead score over 50.” Mail subject variants Get subject lines that have been checked, not just written. Ask Sidekick: “Give me subject lines for my spring workshop announcement.” Mail report summary Ask what a campaign's numbers actually mean. Ask Sidekick: “How did my last campaign do?” Mail deliverability check Find out whether your email will actually land. Ask Sidekick: “Is my email set up properly to reach inboxes?” Entitlements Which Sidekick tier the signed-in member has: "full" when Sidekick's own server is on her plan and ready, otherwise… Ask Sidekick: “Which Sidekick tier the signed-in member has: "full" when Sidekick's own server is on her plan and ready, otherwise…” Reach session Record that you turned Reach on or off on one of her computers. Ask Sidekick: “Record that you turned Reach on or off on one of her computers.” Get avatar See the picture Sidekick uses for you. Ask Sidekick: “Which picture is Sidekick using for me?” Set avatar Change the picture Sidekick uses for you. Ask Sidekick: “Give Sidekick a different picture.” Memory.list See what Sidekick remembers about you. Ask Sidekick: “What do you remember about me?” Memory.search Search what Sidekick remembers. Ask Sidekick: “What do you remember about Avery?” Memory.log See every change to Sidekick's memory. Ask Sidekick: “What changed in your memory this week?” Memory.settings See Sidekick's rules, the never-list and what it starts with. Ask Sidekick: “What rules have I given you?” Memory.add Let Sidekick remember something. Ask Sidekick: “Remember that 5 kg of Leith House Blend is £68, delivered Thursdays.” Memory.update Change something Sidekick remembers. Ask Sidekick: “Change the Leith House price to £70.” Memory.forget Make Sidekick forget something. Ask Sidekick: “Forget what you know about the autumn menu.” Memory.set rule Give Sidekick a rule. Ask Sidekick: “Add a rule: ask before contacting a client on a weekend.” Memory.set never Tell Sidekick never to store something. Ask Sidekick: “Never remember anything about my divorce.” Memory.set seed Choose what Sidekick may start with. Ask Sidekick: “Let Sidekick start with my FocusBoard names.” Devices.list See the computers and phones you use FocalShift on. Ask Sidekick: “Which computers is Sidekick on?” Devices.confirm pair Pair a computer with Sidekick. Ask Sidekick: “Pair my MacBook — the code is 4K7-Q2M.” Devices.revoke Remove a computer or phone. Ask Sidekick: “Remove the old office PC.” Server.status See how your server is doing. Ask Sidekick: “Is my server running?” Connections.list See which apps and keys Sidekick can use, by name. Ask Sidekick: “Which AI keys and apps are connected?” Server.pause Pause Sidekick. Ask Sidekick: “Pause Sidekick for the weekend.” Server.resume Resume Sidekick. Ask Sidekick: “Turn Sidekick back on.” What is waiting on you See what your agents are waiting on you to approve. Ask Sidekick: “What is waiting for my approval?” What runs without asking See which actions you have allowed to run without asking. Ask Sidekick: “What am I letting my agents do without asking me?” Choose what runs without asking Let one action run without asking you, or put the asking back. Changing this always asks first. Ask Sidekick: “Let my agents add contacts to my CRM without asking me every time.”
More capabilities 267
Threads.reply Post a reply in a FocusBoard's #Threads AS your SIDEKICK — signed with the Sidekick's own identity, never the human's. Ask Sidekick: “Post a reply in a FocusBoard's #Threads AS your SIDEKICK — signed with the Sidekick's own identity, never the human's.” Customer insights See how your customers are doing: visits, leads, contacts, pipeline, wins and bookings. Ask Sidekick: “How did my customers do in the last 30 days?” See your funnels See your funnels, which are live and the leads they brought in. Ask Sidekick: “How are my funnels doing this week?” See your funnels Read one funnel: its page, form, thank-you and follow-up. Ask Sidekick: “Walk me through my free guide funnel.” Take offline Take a funnel offline. Ask Sidekick: “Take my webinar funnel offline for now.” Publish Publish a funnel so anyone with the link can open it. Ask Sidekick: “Publish my free guide funnel.” See your automations See your automations, which are on and how often they ran. Ask Sidekick: “Which of my automations ran this week?” Pause Pause an automation. Ask Sidekick: “Pause my review reply automation.” Resume Switch an automation on. Ask Sidekick: “Turn my lead follow-up automation back on.” See your routines See your routines, what they did and the drafts waiting for you. Ask Sidekick: “What did my follow-up routine draft this week?” Pause Pause a routine, or all of them. Ask Sidekick: “Pause all my routines this week.” Turn on Turn a routine on. Ask Sidekick: “Turn my Friday invoice nudge back on.” Approve draft Send one of a routine's drafts. Ask Sidekick: “Send the follow-up Sidekick drafted for Priya.” See your pieces See where your pieces went and how each place did. Ask Sidekick: “How did my autumn coffee piece do?” Draft piece Draft a piece for your blog, newsletter and social channels. Ask Sidekick: “Turn this note about our autumn coffee into a blog post, a newsletter and a Network post.” Schedule piece Publish a piece everywhere and send its newsletter. Ask Sidekick: “Publish my autumn coffee piece tomorrow at 9.” Revenue insights See every way you made money: made, subscribers, refunds, owed and payouts. Ask Sidekick: “How much money did I make in the last 30 days?” Get program See your affiliate link, terms and how it is doing. Ask Sidekick: “How is my affiliate link doing?” See your links See your referral links and how each one performs. Ask Sidekick: “Which of my links gets the most clicks?” See your referrals See who signed up through your link. Ask Sidekick: “Who has signed up through my link?” See your commissions See your commissions and when they unlock. Ask Sidekick: “How much commission is in hold?” See your payouts See your affiliate payouts. Ask Sidekick: “When can I withdraw my commissions?” See your assets Get ready-to-share posts, emails and images with your link. Ask Sidekick: “Give me an Instagram caption with my affiliate link.” Analytics See your affiliate analytics. Ask Sidekick: “What is my click to signup rate?” See your branddeals See your brand deals and what is in the pipeline. Ask Sidekick: “Which brand deals are still in negotiation?” Set stage Accept, decline or move a brand deal along. Ask Sidekick: “Accept the Northwind sponsorship.” Counter Counter a brand deal with a new amount. Ask Sidekick: “Counter the Northwind deal at $1,800.” Overview See your FocusBoards home: boards, what needs you, voice rooms. Ask Sidekick: “What needs me on my FocusBoards?” Threads.list Read the threads on your FocusBoards. Ask Sidekick: “What is new in my board threads?” Threads.replies Read the replies on a board thread. Ask Sidekick: “Show me the replies on that thread.” Threads.post Start a thread on a FocusBoard. Ask Sidekick: “Post an update on the launch board.” Threads.comment Reply on a board thread. Ask Sidekick: “Reply to Ana on the launch thread.” Review Review what is waiting in your knowledge base. Ask Sidekick: “What is waiting for me in my knowledge base?” Dismiss suggestion Dismiss a knowledge suggestion. Ask Sidekick: “Dismiss that suggestion.” Dismiss question Set aside a visitor question. Ask Sidekick: “Ignore that question.” Approve suggestion Approve a knowledge suggestion. Ask Sidekick: “Approve the opening hours suggestion as public.” Approve draft Approve a drafted answer. Ask Sidekick: “Approve the refund answer draft.” Set visibility Make an entry Public or Private. Ask Sidekick: “Make the pricing answer private.” Add question Add a question and answer. Ask Sidekick: “Add that we close at 6 on Saturdays.” Answer question Answer a visitor question. Ask Sidekick: “Answer the parking question.” See your agents See your AI team. Ask Sidekick: “Who is on my AI team?” Ask board Ask your advisory board a question. Ask Sidekick: “Ask the board whether I should raise my prices.” See your meetings See your past board meetings. Ask Sidekick: “What did the board say last time?” Mark paid Mark a brand deal paid. Ask Sidekick: “Mark the Northwind deal paid yesterday.” Local overview See how your local business is growing. Ask Sidekick: “How did my local business do this week?” Trending See what is trending on the Network. Ask Sidekick: “What is trending on the Network this week?” Lookup ticket Look up a ticket at the door. Ask Sidekick: “Who is ticket K7Q2M9?” Check in Check someone in at your event. Ask Sidekick: “Check in ticket K7Q2M9.” Dashboard See your retail dashboard. Ask Sidekick: “How are my product sales this month?” See your products See your products. Ask Sidekick: “What products do I have for sale?” Save product Add or edit a product. Ask Sidekick: “Add an e-book called Spring Menu for $12.” Set product status Take a product off sale. Ask Sidekick: “Archive the old menu e-book.” Publish product Put a product on sale. Ask Sidekick: “Put Spring Menu on sale.” Delete product Delete a product. Ask Sidekick: “Delete the test product.” Log deal Log a brand deal. Ask Sidekick: “Log a $1,500 Instagram deal with Northwind.” Update deal Edit a brand deal. Ask Sidekick: “Change the Northwind due date to May 3.” Send terms Send a deal's terms to the brand. Ask Sidekick: “Send Northwind the terms.” Delete deal Delete a brand deal. Ask Sidekick: “Delete the test deal.” Open roles See projects looking for people. Ask Sidekick: “Which projects need a designer?” Job board Browse paid jobs. Ask Sidekick: “Show me design jobs under $1,000.” Ask to join Ask to join a project. Ask Sidekick: “Ask to join the Riverside mural project as a designer.” Apply to job Apply to a job. Ask Sidekick: “Apply to the logo job for $400 in 5 days.” Save job post Save a job post draft. Ask Sidekick: “Start a draft job for a logo redesign.” Publish job post Publish a job post. Ask Sidekick: “Publish the logo redesign job.” Enrol Switch your affiliate link on. Ask Sidekick: “Turn on my referral link.” Withdraw Switch your affiliate link off. Ask Sidekick: “Pause my referral link.” Create link Create an affiliate campaign link. Ask Sidekick: “Make a link for my Instagram bio.” Archive link Archive a campaign link. Ask Sidekick: “Archive the old newsletter link.” Create Create a funnel from a goal. Ask Sidekick: “Make me a freebie funnel.” Vote motion Vote on a board motion. Ask Sidekick: “Approve the pricing motion.” See your pages See your help pages. Ask Sidekick: “Which help pages are drafts?” Set page status Publish or take offline a help page. Ask Sidekick: “Publish the returns page.” Add source Add a source for Sidekick to learn from. Ask Sidekick: “Learn from my FAQ page.” Threads.post poll Start a poll on a board. Ask Sidekick: “Poll the team: Tuesday or Thursday?” Threads.post debate Start a debate on a board. Ask Sidekick: “Debate: launch in May or June?” Upload product media Add a cover or the buyer file to a product. Ask Sidekick: “Use this photo as the cover of my preset pack.” Send Send an artifact to boards, the Network or your site — now or at a time. Ask Sidekick: “Send this clip to my launch board and my site's Artifacts wall tomorrow at 9.” Sends See where an artifact went. Ask Sidekick: “Did my clip reach the board and my site?” Set cover Change the cover on your landing page and Network profile. Ask Sidekick: “Use this photo as my affiliate page cover.” Recovery status Whether you have a BACKUP WAY BACK INTO HER ACCOUNT, for the app's home card "Add a backup way in - 1 minute". Ask Sidekick: “Whether you have a BACKUP WAY BACK INTO HER ACCOUNT, for the app's home card "Add a backup way in - 1 minute".” See your workspace See your workspaces and which one is open. Ask Sidekick: “Which workspace am I in?” Switch Switch between your personal workspace and your companies. Ask Sidekick: “Switch me to my company workspace.” Save account Change your name, handle, business, time zone or marketing mail address. Ask Sidekick: “Change my business name to Ember & Oak Roasters.” Summary See the time logged on an engagement or task. Ask Sidekick: “How much time did we log on the Harbor Lane engagement this week?” Report See the time reports attached to an engagement's invoices. Ask Sidekick: “Has the client approved the time report on my October invoice?” Summary See your subscriptions, retainers and payment plans at a glance, including failed payments. Ask Sidekick: “How is my recurring revenue doing, and did any card fail?” See your plans List the plans you sell on repeat. Ask Sidekick: “Which recurring plans do I have?” See your subscribers See who pays you on repeat and when they are next charged. Ask Sidekick: “Who is past due on their plan?” Create plan Make a subscription, retainer or payment plan. Ask Sidekick: “Make a $450 monthly retainer for my Northside Café engagement.” Send start link Send a customer the link to start a plan. Ask Sidekick: “Send Avery the link to start the wholesale retainer.” Pause subscription Pause or resume a customer's plan. Ask Sidekick: “Pause Lena's lessons package for 30 days.” Cancel subscription End a customer's plan. Ask Sidekick: “Cancel Theo's coffee subscription at the end of the month.” Retry payment Try a failed payment again now. Ask Sidekick: “Try Jordan's card again.” Get settings See your sales tax setup and the places you collect tax. Ask Sidekick: “Am I collecting sales tax yet, and where?” Collected See the tax your buyers paid, by month and by place. Ask Sidekick: “How much sales tax did I collect in Washington this quarter?” Set category Change the tax category for a kind of product you sell. Ask Sidekick: “Treat my e-books as e-books for tax, not general digital goods.” Set enabled Turn sales tax collection on or off. Ask Sidekick: “Start collecting sales tax on my shop.” See your testimonials See the testimonials people wrote you and which are waiting for you. Ask Sidekick: “Do I have any testimonials waiting for approval?” Approve Approve a testimonial so it shows on your pages. Ask Sidekick: “Approve the testimonial from Dana.” Hide Hide a testimonial from your pages. Ask Sidekick: “Take the testimonial from Sam off my website.” Ask Ask customers for a testimonial by email. Ask Sidekick: “Ask my last three clients for a testimonial.” Contact badge See whether someone who wrote to you is on the FocalShift Network. Ask Sidekick: “Is the person who emailed me about the workshop on the Network?” Status See what you imported and how long you can still undo it. Ask Sidekick: “What did my Mailchimp import bring in, and can I still undo it?” Undo Undo an import from the last 7 days. Ask Sidekick: “Undo the spreadsheet import I did this morning.” Summary See what you really kept this month, quarter or year. Ask Sidekick: “What was my profit last month after expenses?” See your expenses See your expenses, repeating bills and categories. Ask Sidekick: “What did I spend on software this quarter?” Add Add an expense to your profit. Ask Sidekick: “Add $218.40 I paid Lumber Union yesterday for supplies.” Hide Hide an expense from your profit. Ask Sidekick: “Hide the duplicate Adobe expense from this month.” Set recurring Set up, pause or resume a repeating expense. Ask Sidekick: “Add my $59.99 Adobe subscription as a monthly expense.” Offers.list See your checkout and after-payment offers. Ask Sidekick: “Which offers are on in my shop right now?” Offers.create Add a checkout or after-payment offer to your shop. Ask Sidekick: “Offer the enamel tumbler at 15% off on the thank-you page after someone buys the towel.” Offers.update Change an offer's words, price or trigger. Ask Sidekick: “Change the tumbler offer to 20% off.” Offers.end Switch an offer on, pause it or end it. Ask Sidekick: “End the towel checkout offer.” See your videos See the videos in your library and where each one shows. Ask Sidekick: “Which of my videos are public?” See your videos See one video's details, chapters and captions. Ask Sidekick: “Does my sourdough video have captions yet?” Add link Add a YouTube, Vimeo or Loom video to your library. Ask Sidekick: “Add https://youtu.be/… to my videos as "Starter feeding".” Update Rename a video, change its description or who can watch it. Ask Sidekick: “Make my kickoff replay unlisted and call it "Kickoff — October".” Share Put a video on your link page, in a lesson, on a product or in a help guide. Ask Sidekick: “Put my sourdough video on my link page.” Delete Remove a video from your library. Ask Sidekick: “Delete the old intro video from my library.” See your surveys See your surveys, their scores and the drafts waiting for your yes. Ask Sidekick: “How is my after-booking survey doing, and are any survey emails waiting on me?” Results Read a survey's score, trend, themes and recent answers. Ask Sidekick: “What are people saying in my after-order survey this month?” Send Send the survey emails waiting for your yes. Ask Sidekick: “Send the three survey drafts from this week.” See your waitlist See your waitlists and who is waiting. Ask Sidekick: “Is anyone waiting for Saturday's workshop?” See your waitlist See who is in line for one waitlist. Ask Sidekick: “Who is first in line for the beginners course?” Offer Offer an open place to people waiting. Ask Sidekick: “Offer the two open seats to the next two people on the workshop waitlist.” Remove Take someone off a waitlist. Ask Sidekick: “Take Lark off the launch waitlist, she bought already.” Settings.set Change a waitlist's hold, mode or status. Ask Sidekick: “Pause the beginners course waitlist until next month.” Move Move someone up or down the line. Ask Sidekick: “Move Wren to the top of the workshop waitlist.” See your grants See the grants and programmes that fit your business. Ask Sidekick: “Are there any grants I could apply for this month?” See your grants Read one programme and whether you fit. Ask Sidekick: “Tell me about the Amber Grant.” Save Save a programme and get reminded before it closes. Ask Sidekick: “Save the Amber Grant and remind me a week before.” Outline Ask Sidekick to draft an application outline. Ask Sidekick: “Draft me an outline for the SBA programme — yes, go ahead.” Upload Hold a photo of a receipt, card, product or document. Ask Sidekick: “Here is a photo of a receipt from the hardware store.” See your capture See the photos you captured and where each one went. Ask Sidekick: “Do I have any receipts waiting to be saved?” See your capture See one capture's details. Ask Sidekick: “What did the last receipt say?” Save Save a captured receipt, card, product or document. Ask Sidekick: “Save that receipt as a supplies expense for $42.50.” Discard Throw a captured photo away. Ask Sidekick: “Discard that blurry receipt photo.” Tickets.list See your ticketed shows and whether ticket sales are open. Ask Sidekick: “Which of my shows sell watch tickets?” Tickets.get See one ticketed show's settings and takings. Ask Sidekick: “How much has Saturday's show taken in tickets?” Holders.list See who holds tickets for a show and whether they can watch. Ask Sidekick: “Has everyone who bought a ticket got their watch link working?” Tickets.link Sell watch tickets to one of your live shows. Ask Sidekick: “Make the October kickoff show ticketed through the kickoff event.” Tickets.update Change a ticketed show's doors, chat, refund rule or replay. Ask Sidekick: “Open the doors 30 minutes early and allow refunds until 24 hours before.” Tickets.unlink Take tickets off a show. Ask Sidekick: “Make Saturday's show free for everyone again.” Pass.fresh Give a ticket holder a fresh watch link. Ask Sidekick: “Maya lost her watch link — make her a new one.” Pass.revoke Turn a ticket holder's watch link off. Ask Sidekick: “Turn off the watch link for attendee 42, the link was posted publicly.” Places See where your knowledge shows. Ask Sidekick: “Is my help centre showing on my website yet?” Place set Show your knowledge on a place, or take it down. Ask Sidekick: “Put the help centre on my WordPress site as "Help Desk".” Doc download Make a document downloadable from your help places. Ask Sidekick: “Let customers download the care guide PDF.” See your recaps See your meeting recaps. Ask Sidekick: “What did we decide on yesterday's call?” See your recaps Read one recap: summary, decisions and action items. Ask Sidekick: “Read me the action items from the kickoff call recap.” Add tasks Turn a recap's action items into tasks on a board. Ask Sidekick: “Add the first three action items from that recap to my Client Work board.” Account.send sign in link Send a customer a sign-in link to their account on your address. Ask Sidekick: “Send Maya a sign-in link for her account.” Account.sign out Sign a customer out of your address on every device. Ask Sidekick: “Sign Maya out everywhere, her phone was stolen.” Try ask Test what your Sidekick answers, as a customer, a teammate or you. Ask Sidekick: “What would a customer get if they asked Sidekick about my opening hours?” Suggest from setup Have Sidekick draft knowledge entries from your setup answers. Ask Sidekick: “Turn my setup answers into help entries for me to approve.” Customer accounts See customer accounts across every business. Ask Sidekick: “How many customer accounts do we have, and are any locked?” Customer account open Open one customer account with a logged reason. Ask Sidekick: “Open customer account 12 — support request about a missing order.” Customer cancel op Cancel a waiting customer export or erase. Ask Sidekick: “Cancel the erase on customer account 12 — the customer changed their mind.” See your engagements See the jobs you are running with other members, and where the money is. Ask Sidekick: “Which of my hiring jobs have a milestone waiting on me?” Get engagement Open one hiring job in full — milestones, money, and what can happen next. Ask Sidekick: “Show me the milestones on my job with Diego and what I can do next.” Rank proposals See who applied to your project, strongest first, and why. Ask Sidekick: “Who applied to my booking-page project, and why are they ranked that way?” Rank offers Find offers that fit a brief, with the reason each one fits. Ask Sidekick: “Find offers for a brand refresh for a coffee shop — logo and labels.” Draft requirements Pre-fill a seller's questions from your brief. Ask Sidekick: “Fill in Emma's questions for her brand refresh offer from my brief.” Draft job post Have Sidekick draft the description for a project you want to post. Ask Sidekick: “Draft a project post for rebuilding our booking page for phones.” Draft milestones Have Sidekick suggest the milestones for a fixed-price job, with the money worked out. Ask Sidekick: “Suggest three milestones for a $1,200 booking-page rebuild.” Create engagement Offer a job to another member. Ask Sidekick: “Offer Diego the booking-page rebuild: $700 for the design, $500 for the build.” Fund milestone Fund a milestone so the money is held ready. Ask Sidekick: “Fund the design milestone on my job with Diego.” Approve milestone Approve a delivered milestone and release the payment. Ask Sidekick: “Approve the design milestone — the work looks good.” Escalate Ask FocalShift to decide a milestone, and freeze the money meanwhile. Ask Sidekick: “We cannot agree on the second milestone — ask FocalShift to decide it.” State See how you show up on Google and in AI answers. Ask Sidekick: “How do I show up on Google and ChatGPT right now?” Check Check your Visibility again. Ask Sidekick: “Check my visibility again.” Set indexable Let search engines and AI search list your hosted shop, or hide it from them. Ask Sidekick: “Set indexable.” See your events See your events and their ticket status. Ask Sidekick: “What events do I have coming up, and are any of them sold out?” See your bookings See who booked and what is still owed. Ask Sidekick: “Who still owes money for Saturday's workshop?” See your attendees See who is coming and who has arrived. Ask Sidekick: “How many people have checked in so far?” Get share kit Get the link, QR and website snippet for an event. Ask Sidekick: “Give me the ticket link and a QR for the open studio night.” Validate counter notice Check a counter-notice for the six things the law requires. Ask Sidekick: “Is counter-notice 41 complete?” Forward counter notice Pass a counter-notice to the person who sent the notice, and start the clock. Ask Sidekick: “Forward the counter-notice on case DMCA-2026-000123.” Record strike Record a copyright strike on a case nobody countered. Ask Sidekick: “Record the strike on case 87 - the window closed with no counter-notice.” Void strike Cancel the copyright strikes on a case. Ask Sidekick: “Void the strike on case 87 - we restored the item.” See your tickets See the support desk queue. Ask Sidekick: “What support tickets are breaching SLA right now?” Get ticket Read one support ticket and its thread. Ask Sidekick: “Show me ticket SH-1042 and its history.” Get metrics See how the support desk is doing. Ask Sidekick: “How is the support desk doing this week?” See your canned See the desk's saved reply templates. Ask Sidekick: “What canned replies do we have for billing questions?” Suggest articles Find help-center articles that answer a ticket. Ask Sidekick: “Which help articles answer ticket SH-1042?” Find precedents See how comparable cases were decided before. Ask Sidekick: “How have we handled refund requests like SH-1042 before?” Member profile See everything about one member in one place. Ask Sidekick: “Give me the full picture on you who raised SH-1042.” Handoff receipt Not a member action — staff only. Ask Sidekick: “Mark ticket 418 received from MC admin.” Classify creative Not a member action — staff only. Ask Sidekick: “Pre-screen campaign 31 before I review it.” See your clauses Not a member action — staff only. Ask Sidekick: “Which policy clauses are on file?” Draft appeal review Not a member action — staff only. Ask Sidekick: “Draft the second look for appeal ap_123.” See your cases See the copyright notices on the legal desk. Ask Sidekick: “Which copyright cases are past their 24-hour clock?” Get case Read one copyright case and everything done on it. Ask Sidekick: “Show me case DMCA-2026-000123 and what we have done about it.” Get metrics See how the copyright desk is doing. Ask Sidekick: “How many copyright notices have we had this year, and how many did we act on?” Parse notice Check a copyright notice against the statutory checklist without changing anything. Ask Sidekick: “What is missing from the notice on case DMCA-2026-000123?” Validate notice Record what the statutory checklist made of a copyright notice. Ask Sidekick: “Check case DMCA-2026-000123 against the six elements and record the result.” Flag bad faith Note that a copyright notice may have been sent in bad faith. Ask Sidekick: “Flag DMCA-2026-000123 — the target looks like criticism of the claimant.” Acknowledge notice Tell a copyright claimant we received their notice. Ask Sidekick: “Acknowledge the notice on case DMCA-2026-000123.” Request missing elements Ask a copyright claimant for the part of their notice that is missing. Ask Sidekick: “Tell the claimant on DMCA-2026-000123 what their notice is missing.” Refuse notice Tell a claimant we are not the host of the material they named. Ask Sidekick: “Refuse DMCA-2026-000123 — none of the links are on our domains.” Match target Resolve a copyright notice's URL to the item it names. Ask Sidekick: “What does this URL in case DMCA-2026-000123 point to?” Snapshot evidence Capture and preserve the evidence for a copyright case. Ask Sidekick: “Snapshot the evidence for case 12.” Hold content Put content named in a copyright notice on hold — reversible, never deleted. Ask Sidekick: “Hold the content in case DMCA-2026-000123.” Restore content Release a copyright hold and put the content back. Ask Sidekick: “Restore the content in case 12.” Early restore Restore content held under a doubtful copyright notice. Ask Sidekick: “Restore case 12 early — the notice looks like bad faith.” See your reports See the moderation report queue. Ask Sidekick: “What reports are open right now?” Get report Read one moderation report. Ask Sidekick: “Show me report 42.” See your bans See active bans. Ask Sidekick: “Who is currently banned?” Get metrics See how the moderation desk is doing. Ask Sidekick: “How many open reports are there?” Classify report Have read one moderation report and propose what it would do. Ask Sidekick: “Triage report 25 for me.” Draft rationale Have draft the reasoning for a moderation decision you will edit. Ask Sidekick: “Draft the reasoning for dismissing report 25.” See your appeals See the appeals inbox. Ask Sidekick: “What appeals are waiting?” Get appeal Open one appeal. Ask Sidekick: “Show me appeal 3.” See your campaigns See the ad campaigns running across the platform. Ask Sidekick: “Which ad campaigns are approved but not actually being served?” Get campaign Read one ad campaign end to end. Ask Sidekick: “Show me everything about ad campaign 3.” See your advertisers See who advertises on FocalShift. Ask Sidekick: “Who are our advertisers and how much have they spent?” Review queue See which ads are waiting for review. Ask Sidekick: “What ad creatives are waiting for review?” See your placements See where ads can appear across the platform. Ask Sidekick: “Where do ads appear on the platform, and which slots are live?” Traffic report See how much ad traffic is real. Ask Sidekick: “How many of our ad impressions in the last 30 days were plausibly human?” Revenue report See the ad network's money. Ask Sidekick: “How much ad revenue have we taken and how much do we owe publishers?” Profile one Read one tab of a member's profile. Ask Sidekick: “What work has @emmahayes finished?” Allowance See what your agent may spend on hiring without asking. Ask Sidekick: “How much can my agent hire for on its own?” Request Ask a member for a private video call. Ask Sidekick: “Ask Avery for a video call tomorrow at 3pm.” See your calls See your video call requests. Ask Sidekick: “Show my calls.” Respond Accept or decline a video call. Ask Sidekick: “Accept or decline a video call.” Join Join your video call. Ask Sidekick: “Join your video call.” Leave Leave the call. Ask Sidekick: “Leave the call.” See your topics See your curation topics. Ask Sidekick: “What topics am I curating?” See your posts Read the clips on one of your topics. Ask Sidekick: “Show the drafts on my Workshops topic.” Search Search what you have saved. Ask Sidekick: “What did I save about pricing workshops?” See your suggestions See what Sidekick found for a topic. Ask Sidekick: “What did Sidekick find for Workshops overnight?” Create topic Start a new curation topic. Ask Sidekick: “Start a private topic called Client onboarding.” Add post Add a clip to a topic. Ask Sidekick: “Add this article to Workshops with the take "the breakout tip is gold".” Update post Edit a clip on a topic. Ask Sidekick: “Tag the facilitation post with "remote".” Publish post Publish a clip on your topic. Ask Sidekick: “Publish the facilitation post.” Push to word press Send a curated clip to your WordPress site as a draft. Ask Sidekick: “Send the facilitation post to my blog as a draft.” Inbox See your Artifacts inbox. Ask Sidekick: “What is new in my Artifacts inbox?” Saved See everything you saved. Ask Sidekick: “What have I saved lately?” See your sources See what Sidekick watches for a topic. Ask Sidekick: “What sources feed my Workshops topic?” See your schedule See what is scheduled to go out. Ask Sidekick: “What is scheduled this week?” Public url Get a topic's public page address. Ask Sidekick: “What is the public link for my Workshops topic?” Test source Check a site or feed before Sidekick watches it. Ask Sidekick: “Does nesslabs.com have a feed?” Keep clip Keep a clip on a topic as a draft. Ask Sidekick: “Keep that clip on Workshops with my take.” Keep suggestion Keep something Sidekick found, as a draft. Ask Sidekick: “Keep the Miro report Sidekick found.” Dismiss suggestion Dismiss something Sidekick found. Ask Sidekick: “Not that one.” Add source Add a source for Sidekick to watch. Ask Sidekick: “Watch nesslabs.com for my Workshops topic.” Update source Pause, hide or rename a source. Ask Sidekick: “Pause the Facilitator's Pod feed.” Remove source Remove a source. Ask Sidekick: “Remove the Miro blog from my sources.” Cancel schedule Cancel something scheduled. Ask Sidekick: “Cancel the Tuesday LinkedIn post.” Set schedule Schedule a clip to go out. Ask Sidekick: “Put the sprint clip out Tuesday at 9.” Go out Send a clip out now. Ask Sidekick: “Send the sprint clip out now.” Destinations See where you can send an artifact. Ask Sidekick: “Which boards can I send this to?” Send to board Send an artifact to one of your FocusBoards. Ask Sidekick: “Put the sprint clip on the Rehearsal Roasters board.” Post to network Post an artifact to the Network. Ask Sidekick: “Share the sprint clip on the Network with my take.” Feed Let a connected automation tool see your newest leads, bookings, orders and more. Ask Sidekick: “Show my five newest leads in the integrations feed.” Subscribe Let a connected automation tool hear about new items as they happen. Ask Sidekick: “Send each new booking to my Zapier hook.” Unsubscribe Stop sending new items to a connected automation tool. Ask Sidekick: “Turn off my Zapier booking trigger.” See your knowledge Read what your knowledge base knows. Ask Sidekick: “What does my knowledge base say about refunds?” Seed bundle Give your agent your business knowledge. Ask Sidekick: “Refresh what you know about my business.” Suggest Let your agent suggest knowledge for you to approve. Ask Sidekick: “Suggest what you learned from today's customer chats.” See your clusters See the ideas members have raised, grouped. Ask Sidekick: “Which member ideas are waiting for a decision?” Status See where your things live and whether your server is answering. Ask Sidekick: “Is my server answering, and is anything waiting to be saved on it?” Pending List what is still waiting to reach your server. Ask Sidekick: “What is still waiting for my server?” Retry failed Retry the saves that failed, keeping your version. Ask Sidekick: “Retry everything that failed to save on my server, keep my versions.” Get member ledger Read one member's billing history. Ask Sidekick: “Has this member been charged twice?” See your seats See the staff roster and what each seat holds. Ask Sidekick: “Who can approve a refund?” Get seat Read one staff seat and what it holds. Ask Sidekick: “What does Diego hold?”
Growing all the time
This list is built live from everything Sidekick can do right now — new skills appear here automatically as they go live. If you ask for something that is not wired up yet, Sidekick will tell you honestly.
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SidekickHi there — I'm Sidekick, your Sidekick. Ask me anything or tell me what to do, and tap a suggestion to start. I confirm anything sensitive before I act.