Ask Meni

Meni is Menaia’s AI assistant. It opens as a chat panel on the right side of any page, so you can ask a question without leaving what you’re working on. Depending on what’s turned on for you, Meni answers how-to questions from these docs, looks up your live workspace data, and prepares changes for you to approve.

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Open Meni

• Click the sparkles button in the top bar (its tooltip reads Ask the docs).
• Or press Cmd + J (Mac) or Ctrl + J (Windows). Press it again to close the panel.
• Many pages also have an Ask Meni button — for example the Dashboard, the Automations page, the Data Sources area of Integrations, and the Communications inbox.

Close the panel with the X in its header or press Esc. On a phone, the panel fills the screen. On a larger screen, click Expand panel to widen it, and Contract panel to shrink it again.

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Full Meni or Ask the docs

What Meni can do for you depends on whether the full assistant is turned on for you.

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Start a conversation

When a conversation is empty, Meni greets you and shows a few suggestion cards picked for your role, such as What’s on my schedule today? or What are my latest leads?. Click a card to send it, or type in the Ask Meni anything… box and press send.

• On a record’s page, Meni also offers quick prompts for that record, like Summarize this lead or What’s the status of this project?. When you say “this lead” or “this client”, Meni knows which record you mean.
• Since you were last here — with the full assistant, a short list of what changed (new leads, overdue invoices, today’s schedule, and more) can appear above the cards. Click a line to put that question in the message box, or dismiss the list.
• Talk instead of typing — if your browser supports it, click the microphone (Start voice input), speak, then click the stop button to turn your words into text. Press Esc to cancel a recording.

While Meni is answering, the box reads Reply when Meni finishes… and the send button becomes a stop button. To change a question you already sent, use Edit and resend on your message. If an answer stops early or fails, use Regenerate or Try again.

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Panel buttons

With the full assistant, the panel header has these buttons:

• New chat — start a fresh conversation.
• Conversation history — your saved chats with Meni, newest first. Click one to pick up where you left off, or hover it and click the trash icon to delete it.
• Meni memory — what Meni remembers (see Meni memory below). This only appears when Meni memory is turned on for you.
• Watch rules — the things you’ve asked Meni to keep an eye on. See Automations.

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What Meni can answer

• How Menaia works. Meni answers from these docs and ends with a Sources list of the pages it used. If the docs don’t cover something, it says so.
• Your live data (full assistant). Meni can look up leads, estimates, proposals, projects, jobs, the schedule and shifts, invoices, wallet and bonuses, badges, clients, your team, leaderboards, ride-alongs, customer reviews, and text conversations. It only sees what your role can see — if you ask about something your role can’t access, it tells you.
• Connected data sources. If your workspace has connected outside tools under Integrations, Meni can answer questions across them. See Data Sources.
• Open ended questions. Ask “What should I focus on today?” or “What’s at risk this week?” and Meni pulls the relevant records and gives you a short, prioritized answer.

Meni says where each answer came from, and never makes up names, numbers, or dates it didn’t find.

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Charts, tables, and record lists

When numbers read better visually, Meni builds the answer as a card right in the chat:

• Charts — use the Chart / Table switch on the card to see the same data as rows. If a chart can’t be drawn, click Retry or Show as table.
• KPI tiles and tables — headline numbers and itemized rows. A note that starts with “Showing the first” and ends with “the data was capped.” means there was more data than the card shows.
• Record lists — when Meni names specific records (overdue invoices, stale leads, today’s jobs), it lists them as rows you can click to open. If there are more, you’ll see Showing X of Y and a View all link.

To keep a chart, KPI, or table, click Pin on the card. It changes to Pinned and the view appears on your Dashboard, where it refreshes with fresh data. You can drill into the records behind a number from the Dashboard. Pinning needs access to the Dashboard — if your role doesn’t have it, you can’t pin views.

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Ask Meni to make a change

With the full assistant, you can ask Meni to do things — “reschedule Tuesday’s shift to Thursday”, “mark these three leads lost”, “add a contact to this client”. Meni never changes anything on its own. It prepares an approval card, and nothing happens until you approve it.

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When a card can’t be approved

• The preview is still loading or incomplete. The approve button stays unavailable. If you see “This proposal is incomplete. Ask Meni to prepare it again.”, ask Meni to try again.
• The record changed. If someone edited the record after Meni prepared the card, approving fails with “This record changed. Ask Meni to read it again and prepare a new proposal.”
• You don’t have permission. Meni only offers changes your role could make yourself in Menaia, and checks your permissions again when the preview loads and when you approve.

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What Meni can prepare

Before creating a lead, Meni checks whether a lead with the same phone number or email already exists, and points you to it instead of creating a duplicate.

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Meni memory

When Meni memory is turned on, Meni remembers useful facts between conversations — for example a client’s preferred contact time, or how you like your drafts written. Click Meni memory in the panel header to see what it remembers.

• On a lead or client page, the panel has two tabs: This lead (or This client) for facts about that record, and About you for your own preferences. Anywhere else it shows your own memories.
• Where memories come from — each one is tagged with its source: Chat (your conversations with Meni), Message (follow-up emails sent to the lead), Ride-along, or Imported.
• Forget a memory — hover it and click the trash icon (Forget this memory). You can also ask Meni to forget or correct something in the chat.

If nothing is stored yet you’ll see Nothing remembered yet. On a lead or client page, facts Meni learns about that record in chats, messages, and ride-alongs show up here over time. Under About you, tell Meni your preferences and it will keep them.

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Report a problem

Click the Report an issue button (the question-mark icon in the top bar), or pick Ask about an issue from the suggestion cards. Meni opens in a problem-report flow:

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What’s next