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The AI Assistant is the round AI button in the top bar on a desktop, and the same round button beside your avatar on a phone — one tap from every screen. It answers questions about how BeRocker works and about your data — your leads, your providers, your pricing — and it can do a few things for you as well.
The AI Assistant with starter prompts

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What to ask it

The empty screen asks “What do you want to set up?” and explains the deal: ask how anything in BeRocker works and I’ll give you the steps and a button to the right screen. Reports, lead summaries and pricing work too. The starter prompts are a good guide to what it is built for:
  • How do I connect my phone system (RingCentral, Twilio, Telnyx)?
  • How do I set up email sending with SendGrid or Mailgun?
  • How do I add a team member and set their role?
  • How do I connect a lead provider or my website form?
  • How does auto-pricing work and where do I change the correction factor?
  • Where do I change the automatic follow-up messages?
  • Generate this month’s lead report
  • Summarize lead #2123
Type your own question in the box (Ask me anything about your CRM…). Enter sends, Shift + Enter starts a new line, and a message can be up to 5,000 characters.

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How an answer arrives

1

It shows its work

Above the answer you see what the assistant is doing as it does it — Thinking…, then each tool it uses, named as it starts, with a tick when it finishes and how long it took, then Writing the answer…. Once the answer is in, the trail folds into one line — Worked for 2 steps · 3.4 s — that you can click open to check.
2

The answer streams in

Replies appear as they are generated, so a long answer builds in front of you rather than arriving after a blank wait. Answers are formatted — numbered steps, bold labels, tables, code — and a Copy button sits under each one.
3

It can show you the screen

When a help article has a screenshot of the screen it is describing, the screenshot appears in the answer. Click it to open it full size in a new tab.
4

It ends with buttons

Under the answer are buttons that do the next thing for you:
  • Open a screen — takes you straight to the page or settings tab the answer is about. These only ever point at screens that really exist.
  • Ask a follow-up — sends the likely next question for you with one click.
  • Help article — opens the Knowledge Base article the answer was based on, in a new tab.
If you have already sent another message, the buttons wait until that answer is in.
Reports it generates for download appear as a Click to download card.

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Conversations

On a desktop the left sidebar keeps your previous conversations. New chat starts a fresh one; the bin icon on a conversation deletes it (you are asked to confirm). The list loads more as you scroll. On a phone the chat takes the whole screen. The menu button at the top opens your Chats drawer, and + starts a new chat.

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What it can see

Everything the assistant reads is scoped to your organization. It cannot see another company’s leads, and it respects the same boundaries your account does.
Write actions — posting a load to a board, for example — are always previewed before anything is sent. Read the preview.

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The same thing outside the CRM

If you would rather ask these questions from Claude, ChatGPT or another AI tool you already use, BeRocker exposes the same capabilities over MCP. See Connecting BeRocker to Claude (MCP). The in-app assistant and the MCP connector share the same tools, so you get the same answers either way.

MCP connection

Use BeRocker from Claude.

Dashboard

The same numbers as charts.