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AI Assistant

Built-in AI chat assistant with conversation persistence. Ask about leads, draft outreach, analyze data — all in natural language.


The AI Assistant (/ai) is a full-featured AI chat interface integrated into the platform, powered by GPT via the /api/ai/chat endpoint.

Chat Interface

Layout: Three-panel design: navigation sidebar (left), conversation history panel (center-left), and main chat area (center-right).

Empty State: When no conversation is active, displays:

  • Sparkles icon with glow animation
  • "AI Assistant" heading
  • Welcome subtitle
  • 6 suggested prompt cards organized by category:
CategoryPromptDescription
CopywritingFollow-up emailWrite a follow-up sequence for leads who didn't respond
AnalysisCampaign analysisAnalyze campaign performance and suggest improvements
CopywritingCold emailWrite a cold email for a specific industry
CopywritingSubject linesGenerate A/B test subject line variants
AnalysisLead qualificationHelp qualify leads based on criteria
PlatformPlatform guideExplain DataSend.ai features and how to use them

Conversations

Conversation History Panel:

  • Grouped by time: Today, Yesterday, Last 7 Days, Older
  • Each conversation shows: MessageSquare icon, title (first 40 chars of first message), hover actions (Edit title, Delete)
  • Rename inline with Enter to confirm, Escape to cancel
  • Delete with confirmation dialog
  • Stored in localStorage (key: ai-conversations)

New Chat: "New Chat" button in toolbar clears current conversation.

Chat Features

Message Display:

  • User messages: purple gradient bubble aligned right, with relative timestamp
  • Assistant messages: Bot avatar (purple gradient) aligned left, with formatted content

Message Formatting: The assistant renders rich content:

  • Headers (##, ###)
  • Bold text (text)
  • Numbered lists (1. 2. 3.)
  • Bullet points (- or •)
  • Code blocks with language label, syntax highlighting area, and copy button
  • Inline code
  • Links (clickable, opens in new tab)
  • Horizontal rules
  • Label-value pairs (e.g., "Subject: Your email")

Per-message Actions (on assistant messages):

  • Copy — copy full message text to clipboard
  • Regenerate — re-sends the previous user message to get a new response
  • Thumbs Up / Thumbs Down — feedback buttons (stored per message, visual toggle)
  • Timestamp — relative time display

Input Area:

  • Auto-expanding textarea (grows up to 200px)
  • Enter to send, Shift+Enter for new line
  • Send button with gradient (active when text present, disabled when empty or loading)
  • Loading state: spinning Loader icon on send button, bouncing dots in message area with "Writing..." text
  • Disclaimer: "AI can make mistakes. Verify important information."

Conversation Persistence

All conversations stored in localStorage. Full message history (including user messages, assistant responses, feedback state) is preserved across page reloads. Conversation context (all previous messages) is sent with each new message for context-aware responses.

KEYWORDS

ai for salesai chat for cold emaillead research aiai sales assistantai-powered prospectingnatural language sales tool

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