Ally Agent
Ally is your personal AI assistant for Link AI. Run your business from the dashboard or WhatsApp with briefings, actions, image generation, on brand carousels, decks, and more.
Ally is your personal AI assistant for Link AI. It knows your workspaces, agents, conversations, orders, tickets, forms, contacts, and knowledge bases, and it can take real actions for you. You can chat with Ally in the dashboard, and you can also reach it on WhatsApp so you can run your business from your phone, including generating images and on brand content right in the chat.
What Ally can do
Run your business
| Area | What Ally can do |
|---|---|
| Daily briefing | A roundup of what happened across chatbots, orders, forms, tickets, appointments, and products. |
| Conversations and inbox | Summarize recent chats, triage unread messages, and surface what needs a reply. |
| Contacts and CRM | Find a contact, review their history and profile, add contacts, and follow up. |
| Orders | Look up orders, check or update status, cancel, and report stats. |
| Tickets | Find and summarize support tickets and see what is open. |
| Forms | Review submissions and form performance. |
| Products | Look up and manage your catalog. |
| Calendar | Check availability and book or reschedule appointments. |
| Tasks | Create one off or recurring reminders and tasks. |
| Knowledge | Search your knowledge bases and add or update knowledge. |
| Agents and brand | Review your custom agents and your brand kit. |
| Subscription | Check plan and usage details. |
Create content
| Capability | What you get |
|---|---|
| Image generation | Describe an image and Ally creates it, then sends it to you on WhatsApp as a real image. |
| On brand social carousels | Ally designs scroll stopping Instagram carousels (3 to 10 slides) with viral structure. It pulls your brand kit automatically, including your logo, colors, and Instagram handle, so every slide is locked to your brand. Each finished slide is delivered to you as an image. |
| Presentation decks | Ally builds an editable slide deck (pitch deck, board deck, training deck) with researched content and AI images. Decks are created and edited in the dashboard, where you can present or export them. You can kick one off from WhatsApp and open it when it is ready. |
| Documents and spreadsheets | Ally drafts docs, proposals, and workbooks and sends you a shareable link or file. |
| Research | Ally runs multi source research on a topic and returns a clean, sourced summary. |
| Invoices and email | Ally can create and send a Stripe invoice and draft or send email from your Ally address, with your confirmation first. |
| Outreach and follow ups | Ally drafts and sends follow ups to pending contacts on your command. |
Ally always works within your active workspace, so its answers and your brand stay scoped to the right business.
Things you can ask
- "Give me my daily briefing."
- "What conversations need a reply today?"
- "Generate an image of a cozy coffee shop at sunrise."
- "Make an Instagram carousel about our new fall menu, on brand, 7 slides."
- "Build a 12 slide pitch deck for investors from our latest numbers."
- "Draft a proposal for the client I spoke with about pricing."
- "Create and send a Stripe invoice for 450 dollars to that customer."
- "How many orders came in this week, and what is their status?"
- "Find the contact named Maria and show me her history."
- "Search my knowledge base for the return policy."
- "Book a 30 minute call with that lead tomorrow afternoon."
- "Remember that our busy season starts in November."
How to enable Ally on WhatsApp
- Open Dashboard → Settings → Ally Agent.
- Turn on WhatsApp.
- Enter your phone number and verify it with the code sent by SMS.
- Set your working hours. Ally only sends proactive messages during these hours.
- Set a PIN and choose an inactivity timeout. The PIN protects your business data if your phone is lost or shared.
- Save. You can now message Ally on WhatsApp using the Link AI number, and Ally can message you with updates.
There is no separate app to install. Ally uses the Link AI WhatsApp number and recognizes you by your verified phone.
Proactive messages
Once WhatsApp is enabled, Ally can reach out to you, not just answer you:
- Daily briefings summarizing your workspace activity.
- Check ins during your working hours.
- Email notifications, so when an important email arrives at your Ally address or connected inbox, Ally sends a short WhatsApp summary. Ally never auto replies to those emails. It only notifies you, and you decide what to do.
Proactive messages are only sent during the working hours you set.
Message consumption
Ally on WhatsApp draws from the same message allowance as the rest of your workspace, so it is worth understanding how it adds up.
- Your messages and Ally's replies both count. Every message exchanged with Ally is counted toward your workspace message limits, the same pool your agents use.
- Proactive messages count too. Briefings, check ins, and email notifications that Ally sends you are counted as messages.
- Rich outputs arrive as separate messages. A generated image is sent as its own message. A carousel is delivered as one image per slide, so a 7 slide carousel arrives as several messages and consumes accordingly. Documents, decks, workbooks, and invoices are sent as their own link or file message.
- Heavy content costs more. Because images and carousel slides each send as individual messages, content generation uses more of your allowance than a plain text answer. Ask for the slide count you actually need.
- Hitting your limit. When your workspace reaches its message limit, Ally may pause responses until your next cycle or an upgrade. Check usage in your subscription or by asking Ally about your plan.
Security and privacy
- Phone verification: WhatsApp only works after you verify your number by SMS.
- PIN gate: After the inactivity period you choose, Ally asks for your PIN before continuing.
- Workspace scope: Ally answers about your active workspace only and does not mix data across businesses.
Slack
Ally is also available on Slack. Connect from Integrations → Slack, choose Ally as the responder, then DM the bot, @mention it in a channel, or use /ally your question. See Slack Integration for setup and troubleshooting.
Troubleshooting
- Ally says it does not recognize your number: WhatsApp is not enabled or the number is not verified. Enable and verify it in Settings → Ally Agent, and message from the exact number you verified.
- Ally asks for a PIN: This is the inactivity gate. Enter your PIN, and adjust the timeout in settings if needed.
- No proactive messages arrive: Confirm the current time is inside your working hours and that WhatsApp is still enabled and verified.
- An image or carousel did not arrive: Rich media is sent as separate messages right after the text reply. If they are missing, you may be at your message limit, or generation may still be finishing. Try again or ask Ally to resend.
- Ally answers about the wrong business: Switch your active workspace in Ally settings. On WhatsApp, Ally uses your active workspace.
- Replies slow or stopped: Send a new message to continue. If it persists, check that your account is within its message limits, since Ally WhatsApp messages count toward usage.
Notes
- Decks and longer documents are created and edited in the dashboard, where you can present, refine, and export them. WhatsApp is ideal for quick questions, briefings, actions, images, and carousels.
- Turning off WhatsApp in settings stops both your messages to Ally and Ally's proactive messages to you. Your data and agents are untouched.