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Ask the Assistant

Chat with our Assistant to help you learn about the platform, your workspace data, 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 engage your workspace data.

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”
• “What’s the click-to-open rate for my birthday campaign?”
• “Of my onboarding and welcome campaigns, which had the lowest deliverability this month?”

Then it will search our docs and your workspace to provide you relevant content.

Request that it take action like:

• “List the events in my workspace.”
• “Create a segment with people that opened an email in the last 90 days.”

Then it will access your workspace data and ask further questions if it needs more context to take action.

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 primarily a chatbot that helps you search our documentation and forward you to our Support team when necessary. But it can also take a limited number of actions at your request.

We are actively working on integrating it into our platform to not just assist you with questions, but to do more for you, like create messages.

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, and take limited action in 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!

The Assistant can:

• View your workspace data
• Retrieve your people’s data
• Create segments
• Answer questions about the platform
• Surface campaign and broadcast metrics

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 more questions about your workspace data
• Recommend more actions based on your data
• Take action, like create an email, 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 also has access to your customer data, like people, events, and objects, and metrics for campaigns and broadcasts.

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
• Attributes for people, events, and objects
• Metrics for campaigns and broadcasts

As we expand the Assistant’s functionality, we will increase the scope of data the Assistant has access to, like your messages, 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.

Upload images

Upload images to extract information from them and provide the Assistant with more context for your conversation. You can upload files with JPEG, PNG, GIF, and WebP extensions. Files must be smaller than 10 MB.

1. Open the Assistant.
2. Click under the text input area, and select your file.
3. Ask the Assistant a question or request information about the image. For instance, you can request it extract the text for you or generate alt text.
4. Click enter or select .

Here are some examples of how you could use this feature:

• Upload an image for your emails and request the Assistant generate alt text.
• Upload charts from a third-party analytics tool and request it come up with recommendations based on the data.

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.

Edit your business profile

Click and select Edit Business Profile to modify the context our AI tools use to generate responses. For instance, you can modify the tone of assistant responses and content analyses or change the business info shared with AI.

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.