Ask Jenny

Ask Jenny is your in-platform AI assistant — the one you talk to, not the agents that text your customers. When you have a question about your account, your agents, or your numbers, you ask Jenny in plain language and she answers from your live UpSmith and ServiceTitan data. You can also ask her to make certain changes for you — like adjusting an agent's persona or building a campaign — which she previews for you to confirm before anything goes live.

What Ask Jenny does. Ask Jenny answers questions about how your agents are performing and what's happening in your account, so you don't have to dig through dashboards to get a number. Ask her how many jobs an agent booked this week, how a campaign is tracking, or what your recovered revenue looks like, and she pulls the answer from your data and explains it.

How Ask Jenny talks. Conversational and direct — you ask the way you'd ask a teammate, and she answers in plain language. No report names, filters, or special syntax required.

How to use her. Open Ask Jenny in the UpSmith platform on the right hand side of the page. She is your plain-language interface to the platform (similar to ChatGPT) — ask questions, make changes, get answers, without clicking through screens.

If it does not open automatically click the "Ask Jenny button" on the bottom right:

Type your question, and she responds. For example: "How many bookings did Lenny get this week?", "What's our recovered revenue this month?", "How is the spring maintenance campaign doing?", or "Which agent is converting the most conversations?"

What Ask Jenny can do. Two things. First, she answers questions from your live data, how your agents are performing, how a campaign is tracking, what your recovered revenue looks like and explains the numbers in plain language, so you don't have to dig through dashboards. Second, she makes changes you confirm: adjusting an agent's persona and objectives, and building or editing campaigns (targeting, agent, and schedule). Every change is shown as a before-and-after that you approve in the chat before it takes effect, and you can test it in a simulation that never messages real customers.

What Ask Jenny can't do. She's for you, the operator — she doesn't text or talk to your customers; that's your outreach agents. She won't make any change on her own: nothing goes live until you confirm it. And deeper behavior changes — how an agent handles a specific situation, an edge case, or account-level setup — still go through your UpSmith team rather than the chat; Jenny will tell you when that's the case (see Configuration & Workflows). Because she works from your real data, she won't invent numbers.