SPOTIO AI Chat Assistant

What is the AI Chat Assistant? SPOTIO's AI Chat Assistant makes it easier for Reps to get help directly within the platform. Replacing the old "+" icon on web and mobile, it provides real-time support, step-by-step guidance, and quick access to SPOTIO’s Knowledge Base. For premium users, the Advanced AI Chat Assistant lets company admins upload documents into SPOTIO’s Company Docs feature. This allows the AI to answer questions based on company-specific information, ensuring more tailored support. Key Features: Action Menu: Quickly access all options previously found under the "+" button. Interactive Chat: Get instant responses and step-by-step guidance. SPOTIO University: See suggested questions based on how you use the app. Previous Chats: Easily review past AI conversations. Custom Training (Advanced AI Chat Assistant): Upload company-specific documents to train the chatbot. Why is This Feature Being Added? SPOTIO Reps typically use external help centers and internal documents for support. Now, the AI Chat Assistant provides instant, in-app assistance to streamline workflows and boost efficiency. For premium Rep users, the Advanced AI Chat Assistant offers personalized responses based on company-uploaded documents, delivering accurate, organization-specific guidance Benefits of the AI Chat Assistant Instant Answers: Get quick responses directly within the SPOTIO platform. Organized & Intuitive: Easily access past conversations in a user-friendly chat interface. Flexible Support: Available on both web and mobile for on-the-go assistance. Customizable Support: Upload company-specific documents for tailored AI responses (Advanced AI Chat feature) How to Use the AI Chat Assistant Web Application Accessing the AI Chat Assistant: Click on the new AI Chat Assistant icon (previously the "+" button). A chat window will open at the bottom of the screen. Navigating the Chat Window: Positioning – Use the top-left icon to move the chat window. Collapse/Close Options – Use the arrows (collapse) or "X" icon (close). Using the Menu: The Menu section includes all options previously found under the "+" button. SPOTIO University: Below the Menu, SPOTIO University displays recommended questions. These questions adapt dynamically based on your current location in the app. Reviewing Previous Chats: Click the bottom-left icon in the chat window. Select a previous chat to view the interaction history. Mobile Application Accessing the AI Chat Assistant: Tap the AI Chat Assistant icon (replacing the "+" button). The chat interface will appear at the bottom of the screen. Navigating the Chat Interface: Mobile controls allow access to the Menu, SPOTIO University, and Previous Chats, similar to the web app. Performing Actions: Use the Menu to perform actions previously available under the "+" button. Explore SPOTIO University for in-app guidance. Advanced AI Chat Assistant (Premium Feature) For organizations that enable the Advanced AI Chat Assistant, admins can upload company-specific documents that the AI will reference when responding to Reps. Managing AI Training Documents: Navigate to the Company Docs section. Upload relevant documents (supported formats: PDF, DOCX, XLSX, JPG, JPEG, PNG, GIF, AVI, MOV, and ZIP, up to 30 MB). Check document status: Processing – The AI is analyzing the document. Active – The AI can now reference the document. Incompatible – The document format is not supported. Best Practices Find Answers Fast: Use SPOTIO University to quickly get the information you need. Stay on Track: Review previous chats to continue troubleshooting without repeating questions. Enhance Advanced AI Chat Responses: Premium users can upload company documents for more tailored support. Maximize Efficiency: Encourage your team to use the chatbot for feature guidance and process improvements. Key Takeaways All-in-One Support: The AI Chat Assistant replaces the "+" button, bringing support and actions into one easy-to-use interface. Step-by-Step Guidance: Reps can get instructions, complete tasks, and review past chats—all in one place. Custom AI Training: With Advanced AI Chat Assistant, companies can upload documents to train the chatbot for personalized support. FAQs Can companies train the Advanced AI Chat Assistant with their own documents? Yes, Account Admins can upload documents, and this feature is exclusive to Premium users. Will the Advanced AI Chat Assistant replace human support? No, it supplements existing support resources by providing quick answers within the app.