What Can the AI Assistant Do?
Core Capabilities:
1. Schedule Management
• "What's my schedule today?" • "Show me appointments this week" • "What's my next appointment?" • "Do I have any cancellations today?"
2. Client Information
• "Find client John Smith" • "Show me new clients this month" • "Get contact info for Sarah Johnson" • "List all clients with a pack service"
3. Engagement & Retention
• "Which clients are at risk of leaving?" • "Show me clients who need attention" • "Get engagement insights for my clients" • "Who hasn't trained in 2 weeks?"
4. Revenue & Business Stats (Business Owners Only)
• "What's my revenue this month?" • "Show business statistics" • "Compare this month to last month" • "How many active clients do I have?"
5. Business Reports & Analytics (Business Owners Only)
The AI Assistant can query detailed report data through natural language:
Billing & Revenue:
• "Show me upcoming renewals this week" • "What's my MRR breakdown by service type?" • "Which subscriptions are past due?" • "How much revenue did I lose from cancellations last quarter?"
Credit Usage:
• "Show me clients with low credits" • "Which clients have expiring credits this month?" • "What's my credit grant vs usage this quarter?" • "Show me credit transactions for [client name]"
Client List:
• "List all clients with memberships" • "Show me clients who haven't trained in 30 days" • "Which clients have packs expiring soon?"
Churn Analysis:
• "What's my churn rate this month?" • "Show me clients who cancelled memberships last quarter" • "What's the average retention for clients who left?" • "How much revenue did I lose from churn?"
6. Client Communication
• "Send a message to Lisa about her progress" • "Send a check-in message to clients who haven't trained recently" • The assistant can draft and send emails directly to clients
7. Workout Planning
• "Generate a workout plan for strength training" • "Help me create a 4-week fat loss program" • "Get exercise progression suggestions for a client" • The assistant provides instructions for using the AI Plan Generator
8. In-Session Exercise Guide
• "What's next for Sarah?" — See today's exercises with targets and progress • "Show me Jake's workout today" — Full exercise list with sets, reps, RPE, and rest • "What exercises does Lisa have tomorrow?" — Plan ahead for upcoming sessions • Each exercise shows whether it's been logged, plus last session's performance for comparison • Works with any date — today, tomorrow, yesterday, or a specific date
9. Trainer Preferences ("Remember" Command)
• "Remember I prefer casual communication" — Saves your tone preference • "Remember my coaching approach is RPE-based" — Adjusts recommendations • "Remember my common cues are: drive through heels, chest up, core tight" — Stores your go-to cues • "Remember I like short session briefs" — Adjusts brief format • Preferences persist across all conversations and make every interaction more personalized
10. Per-Client Notes
• "Remember Sarah has a bad left knee" — AI avoids risky exercises for that client • "Note that John's goal is to run a 5K by June" — AI tailors recommendations • "Remember Lisa prefers morning sessions" — AI considers scheduling preferences • "Note that Tom only has dumbbells at home" — AI suggests appropriate exercises • Client notes load automatically whenever you ask about that client
11. Session Notes & Feedback
• "Show me session notes for Sarah" — Recent RPE, tags, and trainer/client notes • "How has Jake been feeling in sessions?" — Energy, mood, and pain patterns • "Which clients flagged pain recently?" — Quick scan for follow-up • "Add session notes for Mike: low energy, RPE 7" — Save notes directly via chat • "Sarah seemed tired today, mild pain" — AI extracts tags from natural language • Session tags (energy, mood, pain) are captured during workout logging via quick-tap pills or through the AI assistant
12. No-Show Tracking
• "Show me no-show stats for Lisa" — Rolling count, total, blocked status • "Which clients have no-showed recently?" — Business-wide summary • "Is anyone blocked from booking?" — Check blocked clients • "Mark Sarah's last appointment as no-show" — AI shows a confirmation preview before recording • No-shows are automatically tracked with rolling windows and configurable thresholds
13. Program Assignment
• "Assign a program to Sarah" → Shows your templates as tappable cards with a smart date picker • "Assign Upper Lower Split to Jake starting next Monday" → Schedules the assignment directly • "Put Sarah on the Beginner Strength program" → Assigns and activates immediately • If the client already has an active program, the previous one is automatically superseded • Start date determines status: today or past = Active immediately, future date = Scheduled (Not Started)
14. Help & Documentation
• "How do I add a new client?" • "How does the engagement score work?" • "How do I set up business branding?" • "What are the password requirements?" • The assistant can answer questions about how to use BuildStability features
Natural Language Understanding:
You don't need to use exact phrases - the assistant understands variations: - "Schedule" = "appointments" = "sessions" = "bookings" - "At risk" = "churn risk" = "needs attention" = "disengaged" - "Revenue" = "income" = "earnings" = "money made"