Use Rocket Assistant

Open Assistant in the website editor or Customer Portal, provide files, review edits, reach support, and register SMS-to-Edit

Ask Rocket Assistant questions about your site or tell it what you want to change. You can use it in the website editor or from the Customer Portal. It can help you find content and perform many editing tasks available for your account. Name the page, folder, or item you want to change, then check the result.

Open Assistant chat

From the website editor

1. Sign in to your site in a desktop browser and open the editing bar.
2. Select the speech-bubble button beside the editing bar, just below the button that opens and closes it. Its label is Open AI Assistant.
3. The Rocket Assistant panel opens to a new conversation. Choose a starting option, such as Help me use Rocket, or type your own message. Include the page, folder, profile, or filename when relevant.

Choosing a starting option shows a question for you to answer. It does not change your site or submit a request to the Rocket team.

Switch from chat to the editing tabs

While Assistant is open on your site, its chat panel takes the place of the editing bar. You are already signed in; you do not need to log in again to edit manually.

1. Click the speech-bubble button labeled Close AI Assistant beside the chat panel.
2. The editing bar returns. Open the page you want to edit.
3. Click the tab for your task, such as the Images & Videos tab (stacked-images icon). See the four editing tabs.

You can reopen Assistant at any time with the same speech-bubble button, now labeled Open AI Assistant. To return to your saved conversation, select Previous conversations and choose it from the list. Closing the chat panel does not delete your conversation.

Continue a previous conversation

If you have saved conversations, select Previous conversations at the top of the Assistant panel in the website editor, then choose the conversation you want to continue.

Select New conversation below the messages to start again. From the conversation list, use the button labeled Start a new conversation. Opening and closing Assistant without sending a message does not add an empty conversation to your history.

From the Customer Portal

1. Sign in to the Customer Portal and choose the intended site.
2. Open Rocket Assistant for that site.
3. Ask your question or describe the result you want. Include the page, folder, profile, or filename when relevant.

If you can access more than one site, check the selected site before requesting a change.

Identify the content you mean

Ask Assistant to find site content or Media Library files. Include the exact title, person, year, folder path, or filename so it can identify the intended item.

If Assistant cannot find an item, add its name, year, or folder. If it finds several similar items, check that it has the right one before asking for a change.

Provide source files

Upload your documents, photos, or other source files in the conversation and tell Assistant how you want to use them.

1. Select Upload file beside Send and choose your files.
2. Wait for the upload to finish and check any messages about the files. If an upload fails, follow the message or ask support for help.
3. Explain which content to use and where it belongs. For example, Assistant can use text, tables, and photos from a Word document.
4. Review the suggested changes before they begin, then check the result to make sure nothing was missed.

You can refer to an uploaded PDF or the text and photos from a Word document later in the same conversation without uploading it again. If something is missing, ask Assistant what it could read from the file.

Provide an Excel workbook

Assistant can also read Excel workbooks (.xlsx), such as a roster or list of award winners.

Work with a large PDF

A large PDF can stay attached while Rocket prepares its pages. Tell Assistant which pages or information you need. It may read the document in small groups of pages, so ask which pages it checked before relying on a summary of the whole file.

If Assistant says the pages are still being prepared, keep the original attached and try reading them again later. A saved attachment does not mean all its pages are ready or have been reviewed. If preparation fails, contact support with the filename and the message you see.

For adding the complete document to your site, see Add yearbooks and PDFs. The upload control’s size limits still apply.

Continue with human support

After a web Assistant conversation begins, select Chat with our team to open Rocket’s support chat. If Assistant asks you to start the support chat, send the first message there. Rocket then sends the visible conversation history automatically.

When the button changes to Sent to our team, continue in the support chat. This handoff includes the visible conversation text, but not files uploaded in Assistant. Add any files the support team needs to the support chat separately.

Request and review changes

Assistant can help with many content and appearance changes that your account is allowed to make. If it cannot make a change, follow the steps on the relevant Help Center page or ask the support team for help.

The task pages explain how to organize folders and sort profiles, manage profiles and page layouts, add photos and videos, and manage records in the website editor.

Confirm the site, page or folder, file you want to use, desired change, and anything you want to keep. Review the answer or live result before continuing. See undo or recover a change for steps to undo edits or restore content.

For a larger project, such as adding many profiles, Assistant may suggest sending a request to the Rocket team. Review the request before confirming it. You can then follow its progress in Data Entry Requests in the Customer Portal. Tell Assistant which items to change and what you want the result to look like. You can also use Bulk Edit or ask Assistant to work on fewer items at a time.

Send source files with a Data Entry handoff

If Assistant recommends a Data Entry request, review it before confirming. Assistant can include up to 30 supported files from the conversation. Check the file list to make sure it includes everything the team needs.

If you uploaded a Word document, check that the request includes the document itself as well as any photos the team needs. Choosing a photo from the document does not include the document too.

Do not delete the original files from the Media Library while the team is working on your request. For more files or a whole folder, use Create Request in the Customer Portal and share a Drive or Dropbox link instead.

Generate an original image

When image generation is enabled, Assistant can create an original image in one of these sizes:

• 1024 × 1024 pixels
• 1536 × 1024 pixels
• 1024 × 1536 pixels

Assistant cannot use an uploaded image as a reference, preserve a person’s likeness from an upload, edit an uploaded image, or resize it to unsupported dimensions. If you load an image in a conversation, image generation is unavailable for the rest of that conversation. Start a new conversation only when you want a separate original image that does not depend on the upload.

Register a phone for SMS-to-Edit

1. Open the intended site card on the Portal dashboard.
2. Select Register Phone Number.
3. Enter the phone number.
4. Reply YES to the confirmation message.

SMS-to-Edit lets you send edit requests by text message. Register your phone in the Customer Portal to connect it to the selected site. Check the site card before registering.

If SMS-to-Edit does not respond

• Confirm the phone completed the YES confirmation.
• Confirm the correct site was selected.
• Send the message from the registered number.
• Contact support if you are unsure whether your phone is registered to the right site.

If an Assistant conversation stops

If Assistant reports a connection problem, check whether your requested change was made before asking again. Your message stays visible so you can copy its details if needed.

If Assistant proposes an unsupported workflow

If the suggested steps do not match what you see, follow the Help Center instructions or email [e-mail]. Share the conversation and explain what you wanted to change.