Using Ask Flow, Your AI Assistant

Ask Flow is Flow Roll's built-in AI assistant. It answers how-to questions from the latest Flow Roll documentation, and it can also look up your own gym's members and billing to answer questions about them directly — so "who canceled last month?" is a question you ask, not a report you build.

1. Opening Ask Flow

There are two ways in, and both open the same panel: a floating, movable window that stays on top of whatever page you're on (full-screen on mobile), so you can keep working while you chat.

From the Navigation Drawer

1. Open the left navigation drawer (or swipe in from the left).
2. Scroll toward the bottom — Ask Flow sits just above Account.
3. Select Ask Flow (sparkles icon).

From the Dashboard

1. Navigate to the Dashboard (grid icon).
2. On the AI Insights card, select Generate Insight if you haven't already.
3. Select Ask Flow (chat-bubble icon).

[!NOTE] On the dashboard, the Ask Flow button only appears after an insight has been generated. If you don't see it, generate the insight first — or just use the navigation drawer, which always works. Viewers can't generate insights, so the drawer is their way in.

2. Asking How-To Questions

Ask Flow reads the same help documentation you're reading now, so it's a faster route to an answer than searching:

• "How do I check a member in with a QR code?"
• "How do I connect Stripe to collect payments?"
• "How do I import members from a CSV?"
• "A member shows up red at check-in — what does that mean?"

Your conversation stays open while you move between pages. Select Start over (refresh icon) to clear it and begin a new topic. In a long conversation, Ask Flow keeps only your most recent messages in mind, so start over when you change subject. Signing out also clears the conversation, so the next person on the device starts fresh.

3. Asking About Your Own Gym

This is where Ask Flow goes beyond a search box. It can read your gym's actual members and billing:

• "Who canceled their membership in the last 30 days?"
• "Which delinquent members have the highest outstanding balances?"
• "Who hasn't checked in for the last 60 days?"
• "How many members are currently paused, and when do they resume?"

Billing questions look back roughly four months.

[!IMPORTANT] Your members' details stay private. Ask Flow reads this data on your device — personal information is never sent to the help-documentation search.

4. Tapping Through to a Page

Answers can carry links, so a how-to doesn't end with you hunting for the page it just described:

• A link to a page in the app — the member roster, CSV import, the class schedule — opens it right there in Flow Roll. On a phone the Ask Flow panel closes so you can see the page; on a tablet or desktop the floating panel stays open beside it.
• A member's email address or phone number opens your device's mail, message, or phone app, already addressed to them.
• A link that leaves Flow Roll first shows an Open external link? confirmation naming the site it opens. Select Open to continue, or Cancel to stay in the app.

5. When Money Answers Are Hidden

Ask Flow plays by the same financial-visibility rules as the rest of the app. If your role isn't allowed to see financial values, Ask Flow declines questions that read your billing — revenue, outstanding balances, declined payments, and the billing detail behind a cancellation or a pause, such as when a paused membership resumes — and tells you they're hidden for your role rather than failing. Roster questions are untouched: who trains at the gym, their membership status, attendance, belt rank, and follow-up flags still work.

The same goes when someone has hidden financial values on the device with the eye icon in the Dashboard header. Select the eye again to bring the values back, then re-ask.

[!NOTE] Admins always see financial values, and no setting can lock them out. To change who else can, an admin selects Account → Financial Values and sets the Dashboard row to Everyone, Admins & editors, or Admins only. That row covers the dashboard, the AI summary, and Ask Flow's answers about your gym's money.

6. Monthly Request Limit

Each gym gets a set number of Ask Flow requests per month. Select the info icon next to the Ask Flow title to see how many you have left; the icon turns red once you've run out. Requests reset at the start of the next month.