What Are Delegations in Mezzi, and How Many Can I Have?

Overview

A delegation is a task you hand off to Mezzi's AI to run in the background, such as "Every Friday, tell me my total cash balance" or "Let me know if my tech allocation goes above 25%." Mezzi sends you the result daily, weekly or monthly by email or push notification. The Advisory plan includes up to 5 active delegations, and Concierge includes unlimited active delegations.

📌 What You Need to Know

• What a delegation does: it watches or researches something for you on a schedule, so you don't have to check it yourself. Examples: keeping enough cash in checking to cover a credit card balance, a daily summary of the news moving your portfolio, or an alert when an allocation crosses a limit you set.

• How to create one: open Advisor (the Advisor tab on mobile, or the chat panel on Home on web) and ask in plain language, for example "Every Friday, tell me the total balance across my checking, savings, and credit card accounts." There is no separate form to fill in.

• How you're notified: daily, weekly or monthly, by email or by push notification on iOS.

• How to change or remove one: ask Advisor. For example, "Remove my AI exposure monitor."

• How many you can have: up to 5 active delegations on Advisory, and unlimited on Concierge. See Mezzi Membership Plans: Free, Advisory, and Concierge for what each plan includes.

Important Notes

• For the original announcement and more example requests, see New in Mezzi: Stop checking. Start delegating.

🗨 Still Need Help?

If a delegation isn't arriving or reports a number that looks wrong, email help@mezzi.com with what you asked Advisor to do, when you expected to hear back, and the figure you expected.