AI Assistant

Video Walkthrough

What This Page Solves

Supports structured AI-assisted conversations for customer reply drafting and internal task guidance.

Entry

• Open this page from module navigation.
• Module: agent-chat

Before You Start

• Define the task goal before starting chat (reply, summary, instruction draft).
• Prepare key context data you want the assistant to use.
• Avoid sharing unnecessary sensitive customer data in prompts.

Steps

1. Start a chat thread and provide concise context + desired output format.
2. Review assistant response for factual fit and policy compliance.
3. Refine prompt or ask follow-up for missing details.
4. Copy/apply final output and log important decisions in team notes if needed.

Acceptance Checklist

• Assistant output addresses the intended task clearly.
• Final response is checked for policy and factual accuracy.
• Important outcomes are captured for team reuse.

FAQ

Why does the update not show immediately?

Check cache/filters, then refresh the page and reopen related detail view.

Why are results different across staff accounts?

Compare salon scope, date filters, and role permissions before further troubleshooting.

Page Metadata

• Module: agent-chat
• Route: AgentChat