Quick Actions
Use the Quick Actions menu to quickly create chats, managers, tasks, goals, and more
Overview
The Quick Actions button sits at the top of the left sidebar and gives you instant access to the most common things you'll do in Alexia.ai. Click it to open a dropdown menu organised into two sections: Managers & Chats and Create.
Managers & Chats
The first section of the Quick Actions menu focuses on conversations and AI assistants:
- Create a direct chat - start a new Human Chat (direct message) with a person or group of people
- Create a manager - build a new AI assistant from scratch, customised for a specific department or function
- My Managers - find and navigate to any of your existing AI assistants
Create
The second section lets you quickly create key items without navigating away from what you're doing:
- Create a task - add a new task, either personal or assigned under a manager
- Create a goal - set a new goal, either personal or under a manager
- Schedule a prompt - set up a recurring AI request that runs automatically on a schedule
- Add a file - upload a file to your personal space or a manager's workspace
- Integrations - connect tools like HubSpot, Xero, Google, and more
Quick Actions is the fastest way to get things done in Alexia.ai. Instead of navigating through menus, just click the Quick Actions button and pick what you need - it's always available at the top of the sidebar no matter where you are in the platform.
More in Getting Started
Creating Your Account
Sign up with SSO or email and set up your organisation
Dashboard Overview
Navigate the main dashboard, sidebar, and key features
Your First AI Assistant
Create and configure your first AI assistant
Connecting Your Tools
Link HubSpot, Xero, Google Analytics, and more
Understanding the Onboarding Tour
What each step of the welcome tour covers