Getting your assistant onto your phone Guide

Your Praxivara assistant does not have to live in a browser tab. By connecting a phone channel, you can message or call your assistant from anywhere and get the same help you would in the workspace. This article shows you where to start and how to connect your first channel.

Two ways to reach your assistant on your phone

There are two things people mean by "on my phone," and Praxivara supports both.

• The full workspace in a mobile browser. Praxivara is fully responsive, so you can open your workspace on your phone's browser and use the Dashboard, Assistant, and tools through a slide-out menu. Nothing to set up here beyond signing in.
• A connected phone channel. This lets you talk to your assistant through a messaging or voice channel, so your assistant is reachable the way you reach anyone else on your phone. This is what "Continue on your phone" helps you set up.

Opening "Continue on your phone"

You will see the option to connect a phone channel during first-time setup, and you can return to it any time afterward.

1. During onboarding. Near the end of the guided setup flow, you are offered the chance to connect a phone channel before you land on the dashboard. You can connect one there, or skip and do it later.
2. From the setup checklist. On the Dashboard, the "Set up your assistant" checklist includes an item for adding your phone. Selecting it takes you into the same flow.
3. From the phone channels area. Once you are in your workspace, open the phone channels area from the left sidebar to review the channels available on your plan and connect one.

Tip: If you skipped the phone step during onboarding, you have not lost anything. The setup checklist on your Dashboard is the fastest way back to it.

Connecting a messaging or voice channel

The exact channels available depend on your plan, but the flow is the same for each.

1. Open the phone channels area from the sidebar, or select the phone step from your setup checklist.
2. Choose the channel you want to connect. Messaging channels let you text back and forth with your assistant, while voice lets you speak with it.
3. Follow the on-screen prompts for that channel. Some channels ask you to confirm a number or complete a short verification step so Praxivara knows the channel belongs to you.
4. Send a first message or place a first call to confirm the connection is working.

Once connected, your assistant responds through that channel using the same context and workspace tools it has in the browser.

Choosing between messaging and voice

Messaging is a good fit for quick, hands-free requests you can fire off during the day and pick up later. Voice suits moments when speaking is easier than typing. You can connect more than one channel if your plan includes them, and use whichever fits the moment.

What you can do once you are connected

A connected channel is not a stripped-down version of your assistant. You can hand off the same kinds of work you would from the Dashboard or Assistant page, such as drafting a message, checking what is on your calendar, or asking your assistant to follow up on something. Replies come back through the channel you used.

If a channel isn't available

If you do not see a channel you expected, a few things are worth checking.

• Your plan. Some channels are included on higher plans. Your account menu has Billing and Usage where you can review what your current plan includes.
• The channel's own steps. A few channels need a short confirmation or verification before they go live. If a channel shows as pending, complete any remaining on-screen steps.
• Come back later. If you skipped setup, the phone channels area and the Dashboard checklist both lead you back to it whenever you are ready.

If a channel still will not connect after you have followed the prompts, reach out to support and we will help you get it working.