AI assistant · Members & email

Manage members with your assistant

The assistant can create and invite members, grant free access, update contact details, manage tags, record memberships, and troubleshoot access issues — all from chat, with confirmation before anything changes.

Add and invite members

Ask the assistant to create a member and it adds them quietly, without sending any email — useful when you are setting accounts up in advance. Ask it to invite a member instead, and it also sends them a sign-in email with a secure one-click login link. Either way you can include free access from the start: 'invite anna@example.com with free access'.

If someone is struggling to log in, the assistant can generate a one-time sign-in link for them. The link is valid for 60 minutes and signs the member straight in when clicked — you choose whether to email it through the assistant or pass it along yourself.

Update details, tags and access

Tell the assistant to update a member's name or contact info, or to add, remove, or replace tags — handy for segmenting members before a targeted email or report.

For access, it can grant free access (permanent, or time-boxed so it expires automatically on a date you set), grant access to a bundle, or record a membership plan for someone who already pays you elsewhere. Recording a plan never charges a card and never schedules a payment — the assistant will say so explicitly. To actually bill someone, it creates a checkout link the member completes themselves.

Troubleshoot access problems

When a member says they hit the paywall unexpectedly, ask the assistant 'why does anna@example.com see the paywall?'. It looks up the member, checks exactly which plan or access they have, and explains what is blocking them — usually faster than digging through the member page yourself.

Safety

Changes that grant or remove access require your explicit confirmation, deletions count against a daily safety cap, and the assistant only reports success when the change actually happened. Everything is limited to members of your own platform.

Step by step

  1. Open the assistant chat.
  2. Say what you want, e.g. 'invite anna@example.com with free access' or 'add the tag VIP to Ben'.
  3. Review what the assistant proposes and confirm.
  4. The assistant carries it out and reports exactly what changed.

Related articles