Before we begin
Before we jump into the Quickstart, where we show you how to create an MVP AI Assistant, we want to take a moment to introduce the key concepts of the Quickchat AI app. If you feel confident in the basics, feel free to jump right over to the Quickstart.
This part of the guide assumes you have successfully created your free Quickchat AI account and can log in.
The main navigation panel of the app is to the left of the screen after log-in. We will begin by going through what each component does one by one, before jumping into the setup.
Dashboard
The landing page after log-in is the dashboard. The relevant conversation and message statistics appear here, and it is where you can track and analyse your Assistants performance.
The drop-down on top of the navigation panel shows and lets you select which AI Assistant you are currently editing. In the bottom of the dropdown under 'Add new AI' you can also create a new Assistant. Every new Assistant you create has its own, unique set of components: it's own Dashboard, Inbox, Knowledge base, etc. so you can create multiple Assistants performing different tasks.
Are we missing something? We are constantly growing and improving our app. Feel free to reach out to us if there are any features you would be excited to see in the app.
Inbox
The inbox is where you can preview all the existing conversations between the AI Assistant and the users. Each conversation in the inbox has a number, timestamp, and an icon indicating which integrated app it took place in.
Within every conversation, you can preview the messages exchanged and manually pause the AI Assistant for this conversation. If the conversation is handed off to a human, a summary of the past messages will appear in the bottom of the tab.
Knowledge base
The knowledge base consists of two components: the AI Setup and Knowledge Base.
Revisiting our new employee metaphor, the AI Setup is where you want to define the position name, job description, etc. whereas the Knowledge Base is where you specify the onboarding materials you want the employee to familarise themselves with and use when performing tasks.
In the case of an AI Assistant, we specify the Project name, give a short description of the desired function and provide some guidelines as to how the AI should perform this function. To supply the "onboarding materials" we upload articles that the AI assistant will seek information in when answering users.
Settings
AI Settings
Settings is where you define what you want the AI Assistant to be like. Which languages should it speak? What is the tone it's using in its responses, is it formal, humorous? Should the Assistant improvise when it doesn't know the answer? Should it form detailed, extensive responses, or keep it short and sweet? If you were hiring a new employee, AI settings correspond to what you would include in the job description.
Human Handoff
Human handoff is a feature allowing for seamless transition from AI to human agents when necessary. If the AI assistant encounters a query it cannot resolve, or a customer insists on speaking to a human agent, the AI Assistant understand the intent and the conversation is transferred automatically. Within the feature you can specify Human Agent's working hours and days, special keywords (if any) which will trigger handoff, set e-mail notifications about the handoff request and generate AI summaries. This allows the human agent can quickly get the context of the conversation and jump right in.
Integrations
Once you have defined what you want the AI Assistant to be, taught it the relevant knowledge and tailored its settings to your needs, you're ready to go! You can test the Assistant in the embedded chat interface.
Integrations give you the ability to deploy your Assistant to real users. Drawing upon our new employee metaphor, integrations act as giving your new employee their first real task after their onboarding. You can easily embed your AI Assistant into your website, or integrate it into various external platforms. It's a crucial part of the Quickchat AI app, and we have decidicated an entire section to it. Read more here.
Subscriptions
In the Subscriptions tab, you can browse, compare, purchase and change your plan. You can also browse plans here.
Want to know more?
This part of the documentation aimed to introduce the existing features conceptually. We deep dive into each of these features in [the Deep Dive section](Diving Deeper/Diving Deeper.md) of the guide and provide numerous examples.