Ask Morris is the side panel assistant. Press the button at the top of any page, or use Control + J (Windows/Linux) or Command + J (Mac). Morris helps with what is on the current screen — drafts, estimates, the website, reviews, and growing the business. On Core you always check and send anything a customer sees.
Steps
- Press Ask Morris in the top bar, or press Control/Command + J. The panel title is Morris.
- Type in Ask Morris anything… and press Enter, or press the send icon. Suggestion chips under the box match the page (for example on Inbox: Draft a reply, Ask for photos and a postcode, Suggest times for a visit).
- If Morris returns a draft and the page has a reply box, press Insert (or the label shown, such as Insert into reply). Copy copies the text. Nothing goes to the customer until you send it yourself.
- Use Recent chats and New chat in the panel header to switch or start again. Home also has an Ask Morris card with its own input that opens the same panel.
The empty-state line is: "Hi! I can draft replies, help with estimates, your website and growing the business. You always check and send anything a customer sees." While Morris works, the status is Thinking….
For a one-tap draft on a lead, use Draft with Morris on the conversation instead. On Pro, Morris would reply to customers without you pressing send — that is not live yet.
If it doesn't work
The same Morris limits as drafting apply: trial or Core required, a daily question cap, and temporary "busy" or "out of credits" messages. Try again in a minute.
If the panel does not open from the keyboard, click Ask Morris in the top bar. The shortcut toggles the panel open and closed.
Common questions
What is the keyboard shortcut?
Control + J, or Command + J on a Mac. The Ask Morris button tip says Ask Morris (Ctrl/⌘ + J).
Does Ask Morris send emails for me?
No. The first message says you always check and send anything a customer sees. A draft can Insert into a reply box; you still press Send.