AI Assistant
Table of Contents
- Understanding the AI Assistant
- Accessing the AI Assistant
- What You Can Ask
- Ask AI Links Throughout the Platform
- Asking Questions Effectively
- Getting Help with Configuration
- Analyzing Your Data
- Troubleshooting with AI
- AI Assistant Capabilities
- Best Practices
Understanding the AI Assistant
The AI Assistant is a built-in helper that can answer questions, provide guidance, and help you get more from the platform.What the AI Assistant Does
Answers Questions: Ask about platform features, best practices, or how to accomplish tasks. Provides Guidance: Get recommendations for configuration, strategy, and optimization. Explains Concepts: Understand metrics, features, and how things work. Offers Suggestions: Receive ideas for improving your AI employee operations.How It Helps
The AI Assistant is like having an expert available at all times:- No need to search through documentation
- Context-aware responses based on your situation
- Personalized recommendations for your use case
- Available whenever you need help
Accessing the AI Assistant
There are multiple ways to interact with the AI Assistant.Chat Panel
Access the main chat interface:- Click the AI Assistant icon in the interface
- Opens a chat panel for conversation
- Maintains conversation history
- Available throughout the platform
Ask AI Links
Contextual links appear throughout the platform:- Labeled “Ask AI” with a sparkle icon
- Pre-configured with relevant prompts
- Opens assistant with context about what you are viewing
Command Menu
Quick access through keyboard:- Open command menu (typically Cmd+K or Ctrl+K)
- Search for “Ask AI” or specific topics
- Navigate directly to assistance
What You Can Ask
The AI Assistant can help with many topics.Platform Features
Learn about what the platform offers:- “What can AI employees do?”
- “How does calendar integration work?”
- “What are custom properties used for?”
How-To Questions
Get step-by-step guidance:- “How do I create a new AI employee?”
- “How do I set up a campaign?”
- “How do I configure voicemail detection?”
Best Practices
Learn recommended approaches:- “What are best practices for writing system prompts?”
- “How should I structure my contact properties?”
- “What makes a successful outbound campaign?”
Troubleshooting
Get help with issues:- “Why are my calls failing?”
- “Why is my success rate low?”
- “What could cause this error?”
Data Analysis
Understand your metrics:- “What does my success rate indicate?”
- “How can I improve my campaign performance?”
- “What patterns do you see in my call data?”
Ask AI Links Throughout the Platform
Contextual “Ask AI” links appear in strategic locations.On Empty States
When sections have no data yet:- Guidance on how to get started
- Explanations of what the feature does
- Recommendations for first steps
On Metrics
Next to performance indicators:- Explain what the metric means
- Suggest improvements
- Provide context for interpretation
In Settings
Within configuration areas:- Help designing properties
- Suggest evaluation criteria
- Guide configuration decisions
In Lists
When viewing contacts, conversations, or campaigns:- Analyze patterns in data
- Suggest segmentation strategies
- Identify opportunities
Common Ask AI Prompts
Pre-configured prompts address common needs:- “Help me understand what AI employees are…”
- “Explain how calendar integration works…”
- “Help me design custom properties…”
- “Analyze my success rate…”
Asking Questions Effectively
Get better answers by asking clear questions.Be Specific
Instead of: “Help me with AI employees” Ask: “How do I configure my AI employee’s greeting message to sound professional?”Provide Context
Include relevant details:- What you are trying to accomplish
- What you have already tried
- Specific error messages or issues
Ask One Thing at a Time
Break complex questions into parts:- First ask about the concept
- Then ask about implementation
- Finally ask for optimization tips
Examples of Good Questions
“I have a sales AI employee that handles inbound calls. Callers often ask about pricing, but the AI does not have accurate information. How should I configure the system prompt to handle pricing questions appropriately?” “My outbound campaign has a 15% success rate. What factors typically affect campaign success rates, and what should I look at to improve mine?” “I want to set up an evaluation criterion that checks if my AI employees are asking for callback numbers. How should I write the prompt for this criterion?”Getting Help with Configuration
Use the AI Assistant to guide your setup.System Prompt Design
Get help writing effective prompts:- Describe your use case
- Receive prompt suggestions
- Iterate on improvements
Property Planning
Design your custom properties:- Explain what you want to track
- Get suggestions for property types
- Receive naming recommendations
Evaluation Criteria
Create effective evaluation criteria:- Describe what quality means for you
- Receive prompt suggestions
- Understand how to measure success
Integration Setup
Get guidance on integrations:- Understand how integrations work
- Troubleshoot connection issues
- Learn best practices
Analyzing Your Data
Use the AI Assistant to understand your metrics.Performance Analysis
Ask about your results:- “What does my success rate indicate?”
- “How does my performance compare to typical benchmarks?”
- “What trends do you see in my data?”
Issue Identification
Find problem areas:- “Why might calls be failing?”
- “What could cause low answer rates?”
- “Which AI employees might need attention?”
Optimization Suggestions
Get improvement ideas:- “How can I improve my campaign performance?”
- “What changes might increase my success rate?”
- “What should I focus on to get better results?”
Pattern Recognition
Understand your data patterns:- “What patterns do you see in my call times?”
- “Are there trends in my conversation durations?”
- “Which days perform best for outbound calls?”
Troubleshooting with AI
Get help solving problems.Describing Issues
When reporting problems:- Explain what you expected to happen
- Describe what actually happened
- Include any error messages
Common Troubleshooting Topics
Call issues: Why calls fail, poor audio quality, unexpected behavior. Configuration issues: Settings not working as expected, features not appearing. Integration issues: Calendar not connecting, webhooks not delivering. Campaign issues: Low performance, unexpected outcomes.Step-by-Step Guidance
The AI Assistant can walk you through:- Diagnostic steps
- Configuration checks
- Solution implementation
- Verification testing
AI Assistant Capabilities
Understand what the assistant can and cannot do.Can Do
Answer questions: About platform features and concepts. Provide guidance: Best practices and recommendations. Explain things: How features work and why. Suggest solutions: For common problems and optimization. Analyze data: Interpret your metrics and patterns.Cannot Do
Make changes: The assistant cannot modify your configuration directly. Access external data: Only knows about the platform and general knowledge. Guarantee outcomes: Recommendations are suggestions, not guarantees. Replace human judgment: Final decisions should be yours.Getting the Most Value
Use the assistant effectively:- Ask clear, specific questions
- Implement suggestions thoughtfully
- Iterate based on results
- Combine AI guidance with your business knowledge
Best Practices
Use Contextual Links
When available, use the “Ask AI” links:- Pre-configured with relevant context
- Faster than typing questions
- Targeted to your current situation
Start Simple
Begin with basic questions:- Understand concepts first
- Then dive into specifics
- Build knowledge incrementally
Apply and Test
When you receive suggestions:- Implement in a controlled way
- Test the changes
- Measure results
- Adjust as needed
Return for Follow-Up
Continue conversations:- Ask follow-up questions
- Report what happened
- Get additional guidance
Combine Sources
The AI Assistant complements other resources:- Documentation for detailed reference
- Support for complex issues
- Community for user perspectives
- AI Assistant for quick guidance
Share Insights
When you learn something useful:- Document it for your team
- Apply it across your operations
- Build organizational knowledge