Client Guide: Chatting, the Library, the Team and Setup

Chat

• Type a question or tap a suggestion. Answers stream in as they are written.
• Labels above an answer show which apps it checked, like Checked Invoicing.
• Pick Fast for everyday questions or Smart for harder ones (5 messages each).
• Every chat is saved in the sidebar. Rename, pin, download or delete it from the menu at the top right.

Team library

Upload price lists, policies, procedures, menus and contracts (PDF, Word, Excel, PowerPoint, CSV or text, up to 15 MB each), from the Team library page or the paperclip in the chat box. Scanned images without text can't be read. Anyone on the team can add documents; the owner, admins or the person who added a document can delete it.

Team

The owner and admins invite people by email from Team. Invitees set a password and sign in at /workspace/login. Members chat and add documents. Admins can also invite people and change Setup. Each person's chats are private; the library is shared. Removing someone ends their access right away.

Setup

• Name and tone of the assistant.
• Instructions for every answer: facts and rules it should always follow, like an emergency number or a pricing rule.
• Topics to decline.
• Apps it can read: switch any app off.
• Plan and usage: messages used this month, seats and library space.

Business details like the name, logo and hours are edited in the Business Profile, not here.