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Ask the Assistant

Chat with our Assistant to help you learn about the platform and accomplish your goals.

At the top of your workspace, click the message bubble to open the Assistant. Chat with it anytime to learn about the platform and how to use our features.

Ask it questions like:

• “How do I get started with Design Studio?”
• “Walk me through how to create a campaign”
• “Help me set up in-app messages”

And it will search our docs to provide you relevant content.

If the Assistant can’t answer your questions, it will suggest next steps and forward you to our Support team when needed.

How can the Assistant help?

The Assistant is our native AI agent. Right now, it’s a chatbot that helps you search our documentation and forward you to our Support team when necessary. We are actively working on incorporating this into our platform to not just assist you with questions, but take action for you at your request.

As you use our Assistant, leave us feedback to help us make it easier for you to understand our platform and enhance your workflows!

Current capabilities

Right now, the Assistant can answer your questions, but not take action on your workspace. It answers questions by searching and summarizing our documentation (this site!) and prompting you for more information to improve its results. You can also choose from its suggested questions to continue the conversation when you’re not sure what to ask next!

In addition to conversations, the Assistant can help you:

• Reference up to 30 days of chat history
• Submit feedback
• Reach our Support team when necessary

Future capabilities

We’re building an assistant that has your back every step of the way, from helping you onboard to sending the most optimized messages to your customers. We’re working towards an agent that can:

• Answer questions about your workspace data
• Recommend actions based on your data
• Take action, like create a segment, at your request

Data the Assistant can access

Currently, our Assistant uses data about the teammate logged in as well as workspace and account information as context for its responses. It doesn’t have access to your customer data, like People, Objects, etc.

Information the Assistant uses includes, but is not limited to:

• The name, ID, and timezone of the teammate logged in
• The current page URL being viewed
• The name and ID of the account
• Features enabled on the account

As we expand the Assistant’s functionality, we will increase the scope of data the Assistant has access to, like your customer data, but it will be limited by the permissions of the teammate logged in. That is, the Assistant will never have access to more information than the person using the Assistant.

Start a conversation

To start a conversation with the Assistant:

1. Click the message bubble at the top of your workspace.
2. Prompt the Assistant: choose from the suggestions or type a question.

After you start a conversation, you can continue the chat by choosing further suggestions or typing another question. You can also learn more by following the links in the References bubble at the bottom of each response.

We automatically save your conversation history. You can revisit and continue previous conversations within 30 days of starting them. After 30 days, we delete the conversation.

Show or hide suggestions

When you first start a conversation, the Assistant will show you a list of suggested questions based on the area of the product you’re viewing. You can choose from these to continue the conversation or ask your own question.

As your conversation progresses, you’ll continue to see suggestions to help you move along or you can remove them from view by clicking Hide suggestions.

Manage conversation history

Click the three dots in the Assistant panel then choose History to manage your chats.

We automatically save your conversation history. You can revisit and continue previous conversations within 30 days of starting them. After 30 days, we delete the conversation permanently.

Your chat history is available across all workspaces you have access to; you can view conversations started in Workspace A when you’re in Workspace B.

You can delete your conversations to remove clutter or rename them to more easily find them when viewing the list.

Delete conversations

To delete a conversation:

1. Click the three dots in the Assistant panel then choose History.
2. Click the three dots to the side of the conversation then choose Delete.

Rename conversations

To rename a conversation:

1. Click the three dots in the Assistant panel then choose History.
2. Click the three dots to the side of the conversation then choose Rename.

Submit feedback

If you run into issues with the Assistant, please let us know! At the bottom of any conversation, click Give feedback, describe the issue then submit it so our team can review.