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Ask Trio Assistant

By Trio Team · Updated

Screenshot of Ask Trio Assistant

Ask Trio is the AI assistant built into the teacher portal. It answers questions about Trio, advises on running and growing a music studio, and points you to the right page for a task. Open it with the Ask Trio button - the sparkle icon in the bottom-right corner of any teacher-portal page.

Opening the Assistant

Click the sparkle button to slide the Ask Trio panel in from the right. If you have not chatted before, the panel greets you with a few suggested questions, such as "How do I set up payments?" and "What's a good cancellation policy?" Type your own question in the box at the bottom and press Enter or the send button. Press Escape or the close icon to dismiss the panel.

The assistant is available to Owner and Admin roles.

What It Can Do

Ask Trio works across three areas:

  • Your studio - questions about your own students, families, lessons, invoices, and schedule
  • Trio features - how to do something in the app, and where to find it
  • The studio business - pricing and raising rates, student retention, policy structures, difficult parent conversations, recital planning, and seasonal scheduling

It can also help draft messages to families and students. Lead with a clear request and it will give you a draft you can refine.

What It Won't Do

Ask Trio advises and links - it does not act for you. It will not create or delete students, send messages, charge cards, change studio settings, or void invoices on your behalf. When an action is needed, the assistant gives you a link and you complete the step yourself.

It also stays focused on music studios. Questions with no connection to running a studio are politely declined rather than answered.

Action Links

When an answer relates to a specific page, Ask Trio adds a labeled button beneath its reply. Clicking it takes you straight there. Common destinations include Connect Stripe, Set Availability, Add Student, View Billing, Create Invoice, View Calendar, Send Message, Review Applications, View Reports, and Help Center. The set of links is fixed and curated, so every button leads to a real Trio page.

Knowledge Base Citations

When a reply draws on a help article, Ask Trio adds a documentation button that opens the full article in a new tab. This lets you skim a quick answer in chat and then read the complete guide when you want more depth.

Conversations and Feedback

The panel remembers your Recent conversations so you can reopen an earlier thread. After each answer you can give a thumbs-up or thumbs-down, which helps improve future responses.

When to Use It vs. Read Help Directly

  • Quick question or a draft - use Ask Trio
  • Learning a feature thoroughly - browse the Help Center
  • Reporting a bug or needing support - contact your studio's support channel; the assistant cannot file reports or escalate to a person

Related

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