Take App

Agent AI assistant

Agent is the AI assistant in your Take App admin, previously called Ops AI. Ask it about your store, review what needs attention, or get help finding a setting.

Agent helps you run your store. The AI chatbot for WhatsApp and Instagram is a separate feature that replies to your customers.

Open Agent

You can start from any of these places:

  • Click the ? button in your admin navigation.
  • On your dashboard, type under "What should we work on?"
  • Open Support and ask a question under "How can we help?"

Type your question or choose one of the suggested prompts. When you open Agent from an order or product page, it can use the page you are viewing as context.

What you can ask

  • Follow up on unpaid orders: find unpaid orders and draft payment reminders to review and send.
  • Check stock: list sold-out products and items running low.
  • Review daily closing: open the report to reconcile money collected by payment method.
  • Draft a customer message: prepare a WhatsApp reply or order update for you to review and send.
  • Improve your store: get suggestions based on your current setup and find the relevant settings.
  • Create images: generate a social post or product photo. See Generate images with AI.

Give Agent the details that matter, such as an order number, product name, or date range. Review suggested messages and generated images before using them.

Start a new chat or revisit a conversation

Choose New chat in Agent to start a separate conversation. To return to an earlier chat, open Support, find Past conversations, and select the conversation you want to continue.

Agent usage limits

Agent is available on all plans. Your organization shares an allowance across its stores and staff:

PlanUses in the last 24 hours
Basic or Essential50
Business or legacy Premium200

Each message you send to Agent uses one unit. Each AI image generated also uses one unit, including images created outside chat. An image request in chat can therefore use both a message unit and an image unit.

The allowance covers the last 24 hours, so it does not reset at midnight. Uses become available again as older activity leaves that window.

At the limit, Basic and Essential show an option to upgrade to Business. Business and legacy Premium show "Try again tomorrow." See Agent and AI image limits for details.

If your subscription is overdue, Agent and AI image generation pause until the overdue payment is resolved. Follow the overdue payment steps.

Contact the support team

Go to Support > Contact support to message the team if you need more help. You can also ask Agent to connect you with support and use the contact option it provides.

Contact support remains available if you have reached the Agent limit or your subscription is overdue. Replies from the team can take 1–2 days.

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