Atlas AI

Atlas AI sends personalized, one-on-one SMS messages to your clients on your behalf — and when they reply, Atlas keeps the conversation going. It knows your schedule, your pricing, and each client's history, so every message feels personal.

What Atlas AI does

• Sends personalized outreach — Reach out to clients about classes, appointments, memberships, or anything custom. Atlas writes the message based on each client's profile, visit history, and your studio's schedule.
• Handles multi-turn conversations — When a client replies, Atlas responds naturally over SMS. It can answer questions about their bookings, memberships, and your schedule.
• Hands off to your team — If Atlas can't help or the client asks for a human, it sends a warm handoff message and notifies your staff in the inbox.
• Stops automatically — When a staff member replies to a conversation, Atlas steps back. You're always in control.

What Atlas AI doesn't do

• Take payments or process refunds
• Book classes or appointments on behalf of clients
• Cancel or modify existing bookings
• Access payment history or billing details
• Respond to email (SMS only for now)

How it works

1. Atlas sends the first message

Atlas is triggered through automations. When a client matches your automation trigger (e.g., hasn't visited in 30 days, just signed up, birthday coming up), Atlas sends them a personalized SMS.

2. The client replies

When the client texts back, Atlas picks up the conversation. It has context on:

• The client's upcoming bookings
• Their active memberships and passes
• Your studio's class schedule and services
• The original goal of the outreach (book a class, buy a membership, etc.)

Atlas keeps the conversation going for up to 48 hours after the last AI message. You can adjust this window in settings.

3. Handoff to a human

Atlas hands off to your team when:

• The client asks to speak with a real person
• The question is outside what Atlas can answer
• A staff member replies to the conversation (Atlas stops automatically)
• You click Stop AI in the inbox

When Atlas hands off, the client sees: "Let me connect you with someone from the team who can help!" — and your staff sees an internal note explaining why Atlas handed off.

Setting up Atlas AI

1. Go to Settings → Atlas AI
2. Configure your voice and tone — tell Atlas how you want it to sound (friendly, professional, casual, etc.)
3. Add any blocked topics — subjects Atlas should never discuss
4. Set the conversation expiry window — how long Atlas stays active after its last message (default: 48 hours, max: 7 days)
5. Click Save

Using Atlas in automations

1. Go to Marketing → Automations
2. Create or edit an automation
3. Add an Atlas AI action step
4. Choose a goal (book a class, book an appointment, purchase a membership, general engagement, or custom)
5. Select the channel (SMS, email, or auto)
6. Optionally select a specific pricing option to promote
7. Save and activate the automation

Identifying AI messages in the inbox

Messages sent by Atlas show a purple "Written by AI" label beneath the message bubble. This makes it easy to tell which messages came from Atlas vs. your team.

When Atlas hands off a conversation, the handoff reason appears as an internal note in the thread — visible to staff but not to the client.

Stopping Atlas mid-conversation

If you want Atlas to stop responding in a conversation:

1. Open the conversation in Marketing → Inbox
2. Click the Stop AI button in the conversation header (purple pill button with a robot icon)

Atlas will stop replying immediately. You can then continue the conversation yourself.

Alternatively, just reply to the conversation — any message you send will automatically deactivate Atlas for that conversation.

FAQ