Settings setup assistant
Open Settings → Setup → Assistant in Thermal →
What it's for
The same screen as Setup conversation: answer one question at a time. Each answer becomes a suggested change, and nothing is applied until a person approves it.
The route is /settings/setup/assistant. The page title is Set up by answering questions.
Tabs
There are no tabs.
Panels and controls
Your answer, Send answer, and Skip sit on the open question. Suggested changes lists each suggestion. A waiting one shows Approve and Reject. An applied one is marked Applied. A rejected one is marked Dismissed.
Questions setup already answered are under Already answered in setup. If the setup assistant is off, the screen says The setup assistant is off and Open automation settings goes to Settings → This company → Capabilities.
What it accepts
One answer per question, up to 500 characters. Send answer stays off until the field has text. The answer becomes a suggestion, not a saved setting.
How to configure it
- Automations settings change how this screen behaves. They live under Settings.
- Business hours and defaults settings change how this screen behaves. They live under Settings.
- Invoicing settings change how this screen behaves. They live under Settings.
Who can see it
This screen sits behind the Settings area.
Owners and office managers can open it. Dispatchers and technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.