What Lilo AI can do
Ask Lilo AI about your schedule, clients and sales, have it book, move or cancel appointments, and how its credits work and what it can't do.
Applies to: Everyone except service providers
Lilo AI is the assistant built into Lilo on the web. Ask it about your business in your own words, like "How many appointments do we have tomorrow?" or "Book Ana for a consultation with Sam on Friday at 2." It looks things up for you. It makes changes only after you approve them.
Ask Lilo AI something
- Select the sparkle button at the top right, next to your account menu. You can also press ⌘K, or Ctrl+K on Windows.
- In the AI Assistant panel, type your question in the box at the bottom and press Enter. To start from an example, select one of the suggestions, then press Enter.
- Lilo AI answers in the panel. If it needs you to choose, like which client or which time, it shows options. Select one.
Press Esc to close the panel. Your conversation is saved, so you can come back to it.
Lilo AI is only in Lilo on the web. It isn't in the Lilo app.
Find your conversations
Conversations, on the left of the panel, lists your chats with the newest first. Select one to pick up where you left off. In a narrow browser window, select the speech bubble at the top left of the panel to see the list.
- To start fresh, select New Chat.
- To archive a conversation, point to it and select the archive icon. Then select Archive.
Archived conversations leave the list, and you can't open them again. Lilo deletes them for good 30 days after their last message.
What you can ask about
- The schedule: who's booked on a day, open time in someone's schedule, and open times for a service.
- Clients: find a client and see their details and past visits.
- Your setup: your services and prices, hours, locations and booking rules.
- Where something is in Lilo: Lilo AI links you to the page.
Owners, admins and location managers
You can also ask about your numbers:
- revenue, tips and average ticket, and how they're changing
- how clients pay, deposits and unpaid invoices
- appointments, no-shows and cancellations
- new and returning clients, retention and rebooking, your top clients and clients you might lose
- your best services and providers, retail sales, and how full the schedule is
Lilo AI answers with a short summary, a number, a chart or a table. Ask it to change the dates or the chart type, or to show a chart as a table. To download a table, point to it and select the download icon. Then choose CSV or Excel (.xlsx).
Lilo AI also answers questions about using Lilo, like how to do something or why something happened. It answers from Lilo's help pages, using only the parts that apply to you. If something isn't open to you, it tells you why. If no help page covers your question, it says so and points you to Contact support. See Get help from Lilo.
What Lilo AI can do for you
- Book an appointment for a client who's in your client list. Tell it the service and when. It shows the closest open times if that time isn't open.
- Move an appointment to a new time, or cancel it. If you're front desk, do this on the calendar instead. Lilo AI can't do it for you.
Owners and admins
- Turn business features on or off. These are the switches in Settings → Features. See Business features.
Lilo Booth
- Set up your Lilo Site. Lilo AI writes your bio and tagline and adds your photo and social links. It helps you choose a theme and an address, then publishes the site. Once it's live, Lilo AI can still update your bio, tagline, photo and social links. See Create your Lilo Site and Edit your Lilo Site.
Approve before anything changes
Before Lilo AI books, changes or saves anything, it shows you a card. Nothing happens until you approve it.
- Appointments: the card shows the booking or the change. Select Confirm, or select Cancel to drop it. When it's done, the card starts with Booked, Rescheduled or Cancelled. If the change didn't go through, the card says Failed.
- Other changes: the card shows what will change. Select Approve or Cancel. Once it's saved, the card says Applied.
An appointment card expires if you don't confirm it within 15 minutes. Ask again to get a new one. Questions and lookups never need approval.
Workflows, at the top of the panel, lists the appointment cards waiting for you and recent ones. Each waiting card has Approve and Decline buttons. It isn't shown in a narrow browser window.
Credits
Lilo AI uses AI credits from your business's shared balance. Bigger requests and longer conversations use more. When the credits run out, Lilo AI stops answering until the account owner adds credits or your monthly allowance resets. The owner and admins see the balance and an Add credits link. Everyone else sees that Lilo AI is paused. See Message and AI credits.
How it works
- Your teammates can't see your conversations.
- Conversations shows your 20 most recent chats.
- In a long conversation, Lilo AI goes by the most recent messages. Start a new chat for a new topic.
- A message can be up to 5,000 characters.
- Lilo warns you before you send a message that looks like it has personal details, like a phone number, card number or date of birth. It doesn't stop you.
- Lilo AI only helps with your business. It turns down questions about other things.
When Lilo AI cancels an appointment, it counts as the client's request. Inside your cancellation window, that means you keep the deposit. If your business is cancelling, cancel on the calendar instead. See Cancellations, no-shows, and deposits.
What Lilo AI can't do
- Add new clients. Add them in Clients first.
- Book a recurring series. It books one appointment at a time. See Recurring appointments.
- Change an appointment's services, provider or notes. It can only move it to a new time or cancel it.
- Check clients out, take payments or give refunds.
- Send emails or campaigns.
- Report on things Lilo doesn't record, like profit after expenses, payroll, reviews or visits to your booking page. It tells you when that's the case.
- Book a service done at the client's address. Book those on the calendar.
Common questions
Who can use Lilo AI?
The owner, admins, location managers and front desk. Service providers can't, including booth renters on your team, and you can't turn it on for them.
Why can't Lilo AI show me revenue?
Sales and performance numbers are only for the owner, admins and location managers. Lilo AI can still help you with the schedule, clients and bookings.
Why didn't Lilo AI book the appointment?
Check the card. Nothing is booked until you select Confirm. If you waited more than 15 minutes, the card expired. Ask Lilo AI again. If the card says Failed, book the appointment on the calendar instead.
Why did Lilo AI stop answering?
If your business is out of AI credits, Lilo AI says so instead of answering. See Credits above. If you see an error instead, select Retry to send your message again.
Use your own domain
Connect a domain you own to your Lilo Site, add its DNS records, check its status, fix a domain that needs attention, or remove it.
Business profile and hours
Change your business name, email, phone and description, set the days each location is open, and how to close for a holiday.