AI Chat Assistant
What is the AI Assistant?
The AI Assistant is your smart business companion that can:
Answer questions about your business data
Help you understand your analytics and reports
Provide suggestions for improving your business
Generate downloadable reports (CSV, Excel files)
Remember previous conversations in chat history
Getting Started
Open AI Assistant from the main menu or dashboard
Start chatting by typing your question or tapping a suggestion
Watch the AI think - you'll see:
💭 Thought bubbles: The AI's reasoning process
⚡ Action indicators: When the AI is looking up data
📊 Results: Data the AI found for you
Get your answer with streaming text (appears as it's being written)
Key Features
Smart Suggestions
When you start a new chat, the AI shows suggestions based on what you can access:
Data access: "Show me today's sales", "Who are my top customers?"
Documentation access: "How do I add a new service?", "How do I manage staff?"
Conversation History
All chats are saved automatically
Access previous conversations from the history icon (📅)
Rename chats to organize them better
Delete chats you no longer need
Copy entire conversations to share
Downloadable Reports
When the AI analyzes your data, it may provide downloadable files:
Click on any download link to get a CSV or Excel file
Files contain the data the AI found for you
Perfect for sharing with your team or analyzing further
Follow-up Questions
After each response, the AI suggests related questions you might want to ask:
Tap any suggestion to continue the conversation
Helps you discover more insights
How to Use
Ask a Question
Type your question in the text box
Tap the send button (↑) when ready
Watch as the AI processes your request
Start a New Chat
Tap the "New Chat" button (+) or clear current chat
Each chat is a separate conversation
Great for different topics or questions
Access Chat History
Tap the history icon (📅) in the top right
Scroll through your past conversations
Tap any conversation to continue it
Swipe left on a conversation to delete it
Tap the edit icon to rename a conversation
Copy a Conversation
While viewing a chat, tap the copy icon (📋)
The entire Q&A conversation is copied to clipboard
Paste anywhere you need to share it
Permissions and Access
The AI assistant respects your permissions:
Staff members see only what they're allowed to access
Data access: View business data, reports, and analytics
Documentation access: Get help with using the app
Actions: Execute tools to look up information
Understanding AI Responses
Thought Process
The AI shows its thinking process:
💭 Thought bubbles appear as the AI reasons through your question
You can tap to expand or collapse thoughts
Action Indicators
When the AI needs to look up data:
⚡ Action indicators show what the AI is doing
📊 Results display the data found
Streaming Text
Answers appear character-by-character as if being typed in real-time. This gives you immediate feedback while the AI is responding.
Tips for Better Results
Be specific: Instead of "How's my business?", try "What were my sales this week?"
Use natural language: Ask questions like you would ask a colleague
Reference dates clearly: "Show me bookings from last Friday" works better than "Show recent bookings"
Ask follow-ups: The AI remembers context within the conversation
Troubleshooting
AI says "Service is not active"
This means the AI feature is not enabled for your business
Contact support to enable AI access
Messages seem stuck
Try refreshing the screen
If the problem persists, tap the stop button and send your message again
Can't see past conversations
Make sure you're logged in with the same account
Try scrolling to the top of the history list
AI gives incorrect information
Provide feedback to help improve the system
Use the feedback option to report issues