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How to Chat with Frankie

Written by Josie

You can ask Frankie the same way you'd ask the most experienced person on your team. No specific wording needed; just talk as you normally would.

How to Ask Frankie

Frankie lives in the bottom right corner of your screen and is ready to help from any page in the app. Here's how it works:

  • Click on Frankie's icon in the bottom-right of your screen. Frankie opens over the page you're on and can see what's on it

  • Type what you need. For example: "Which families are behind on payments?"

  • Frankie comes back with an answer and a suggested next step

  • Say yes to anything you want Frankie to act on. Nothing happens until you do

Getting a better answer

Frankie works best when you include the same details a colleague would need:

  • When → "tomorrow", "this week", or "since January"

  • Who or where → name the room or family if you know it

  • What next → add "and what do you recommend I do?"


Not Sure What to Ask?

Frankie has ready-made requests you can pick instead of typing. For ideas, see Frankie for enrollment, finance, staffing, and family engagement.


Your Chats Are Private

Other staff can't see what you ask Frankie. To view or delete your chat history, click the title bar of the Frankie chat window. From there, you can browse previous conversations or delete your history.

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