Small habits that help
The assistant is designed to stay out of your way until you want it. A few small habits make it quicker to use.
Open it anywhere
The assistant button sits in the bottom-right corner of every page. Open it and it keeps your conversation while you carry on working. On a customer or lead page it already knows which record you are on, so you can ask about "this one" directly.
Starter suggestions
Each time you open it, the assistant offers a few suggested questions to get you going. Click one, or type your own.
Start a fresh chat
Use New chat in the header to clear the conversation and start again. A fresh chat is worth starting when you move on to a different customer or topic, so earlier context does not get mixed in.
If a single conversation gets very long, the assistant may suggest starting a new chat to keep answers fast and focused.
Rate an answer
Give any answer a thumbs up or thumbs down. This is the quickest way to tell us what is working and what needs improving, and it helps us tune the assistant for your team.
Reach a person
Choose Prefer a person? Chat to support at any time to open a conversation with our team. The assistant is there to save you time, not to stand between you and a person when you need one.