Ask Jenny

Ask Jenny is your in-platform AI assistant — the one you talk to, not the agents that text your customers. Ask her in plain language, the way you'd ask a teammate, and she answers from your live UpSmith and ServiceTitan data. No report names, filters or special syntax.

Where to find her

Ask Jenny opens in a panel on the right-hand side of the UpSmith platform.

If it doesn't open on its own, click the Ask Jenny button at the bottom right:

The two kinds of thing she does

She answers questions from your live data. How your agents are performing, how a campaign is tracking, what your recovered revenue looks like — and she explains the numbers in plain language. For example: "How many bookings did Lenny get this week?", "How is the spring maintenance campaign doing?", or "Which agent is converting the most conversations?" Because she works from your real data, she won't invent numbers.

She makes changes you confirm. Adjusting an agent's persona and objectives, and building or editing campaigns — who they target, which agent runs them, and when they send. 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 she won't do

• Talk to your customers. She's for you, the operator. Texting customers is your outreach agents' job.

• Change anything on her own. Nothing goes live until you confirm it.

• Make the few changes that still need a person — some account-level setup and how an agent handles a specific edge case. Jenny will tell you when that's the case; see Requesting a Change to Your Agent's Messaging or Behavior.

Video transcript

Can someone change this campaign for me? Can you show me a list of active members? Help me find the gaps in my business. You don't need a support email for most of this. You can ask Jenny.

Open Jenny from any page and ask in plain English, the way you'd ask your office manager. She answers from your own ServiceTitan. Here are your active members, with each plan and when the next visit is due.

Jenny can change how your agents work, too. Tell her what you want. Before anything changes, she shows you what's set now, what it will be, and how many customers that reaches. Nothing changes until you click Confirm.

Want to hear how it'll sound to a customer first? Ask her to run a simulation. You see a practice conversation, and no customer gets a text.

Jenny reads the ServiceTitan your account is connected to. If you run more than one brand, ask her to break the answer out by brand. If some of your data is still syncing, she tells you and marks those numbers provisional. What you see also depends on your role. Labor hours, for example, are for admins.

Some changes need our team. When that happens, Jenny offers to pass your request on with the details, so you don't have to explain it twice.

Ask Jenny first, in the app or by text. To text her, turn on Text me from Ask Jenny in your profile.

Start with Jenny. If she can't do it, she'll get it to our team.

Where to go next

• What to Ask Jenny — good first questions, one click each

• Making Jenny Remember Your Rules — carrying a rule from one chat into every chat after it

• Build & Edit Campaigns with Ask Jenny — starting, changing and pausing campaigns by chatting

• Adjust Your Agent's Persona & Objectives — changing how an agent sounds and what it focuses on

• Recurring Reports — getting any answer on a schedule

• Exporting Your Data from Ask Jenny — CSV and PDF, and the limits that apply

• Who Can See What — which of your data each role can ask about