Every user has an ItzSEO AI chat pinned at the top of Messages. It reads your workspace data and can act for you: create a task, set a reminder, log a note, apply for leave. Anything destructive or surprising waits for your approval.

By the end you can

Ask the assistant a question about your work
Have it do something
Approve or cancel an approval card

Screens used

Messages

Steps

1
Open the AI chat
On: /messages
Open Messages and open the ItzSEO AI chat pinned at the top.
You should see: A chat like any other.
2
Ask a question
On: /messages
Type a question in plain words, for example "Show me my open tasks for Acme" or "What's my leave balance?".
You should see: An answer drawn from your own workspace data.
3
Ask it to do something
On: /messages
Ask for an action, for example "Remind me on Friday to call Acme about the renewal".
You should see: The assistant confirms what it did.
4
Handle an approval card
On: /messages
For anything that deletes, sends or changes several things, the assistant posts a card naming the action and the items affected, with Approve and Cancel. Read it before you press.
You should see: After Approve the card shows a one-line summary of what was done. After Cancel it reads "Skipped".
5
Know the daily budget
On: /settings/ai-history
Each workspace has a daily AI budget set by its plan. The owner can see today's spend and change the budget under Settings, AI history.
You should see: You know where to look if the assistant says it has reached today's budget.

Tips

The assistant only sees what your role lets you see.
Be specific: name the project, the person and the date.

Troubleshooting

The assistant says it has reached today's budget.: The workspace's daily AI budget is used up. It resets tomorrow; the owner can raise it under Settings, AI history.
The assistant says it cannot see something.: It sees only what your role lets you see. Ask someone with access, or ask the owner to change your role.

One row per shot, in the same order as the guide. Estimated length 2:04, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Ask the ItzSEO AI assistant to do things for you. Ask questions about your workspace in plain words, let the assistant act, and approve or cancel anything that changes data.

Hold until you see: Lesson title on screen for three seconds.

0:21Step 1: Open the AI chat (/messages)

Say: Open Messages and open the ItzSEO AI chat pinned at the top.

Hold until you see: A chat like any other.

0:34Step 2: Ask a question (/messages)

Say: Type a question in plain words, for example "Show me my open tasks for Acme" or "What's my leave balance?".

Hold until you see: An answer drawn from your own workspace data.

0:51Step 3: Ask it to do something (/messages)

Say: Ask for an action, for example "Remind me on Friday to call Acme about the renewal".

Hold until you see: The assistant confirms what it did.

1:06Step 4: Handle an approval card (/messages)

Say: For anything that deletes, sends or changes several things, the assistant posts a card naming the action and the items affected, with Approve and Cancel. Read it before you press.

Hold until you see: After Approve the card shows a one-line summary of what was done. After Cancel it reads "Skipped".

1:27Step 5: Know the daily budget (/settings/ai-history)

Say: Each workspace has a daily AI budget set by its plan. The owner can see today's spend and change the budget under Settings, AI history.

Hold until you see: You know where to look if the assistant says it has reached today's budget.

1:46End card

Say: That is ask the ItzSEO AI assistant to do things for you. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.

0 of 7 checked

Step 1: Open the AI chatYou should see: A chat like any other.
Step 2: Ask a questionYou should see: An answer drawn from your own workspace data.
Step 3: Ask it to do somethingYou should see: The assistant confirms what it did.
Step 4: Handle an approval cardYou should see: After Approve the card shows a one-line summary of what was done. After Cancel it reads "Skipped".
Step 5: Know the daily budgetYou should see: You know where to look if the assistant says it has reached today's budget.
Problem case: The assistant says it has reached today's budget.You should see: The workspace's daily AI budget is used up. It resets tomorrow; the owner can raise it under Settings, AI history.
Problem case: The assistant says it cannot see something.You should see: It sees only what your role lets you see. Ask someone with access, or ask the owner to change your role.

By the end you can

Screens used

Steps

Open the AI chat

Ask a question

Ask it to do something

Handle an approval card

Know the daily budget

Tips

Troubleshooting

Reference articles on this topic

Related lessons