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Using the Assistant

This guide covers everything you need to know about interacting with the AI Assistant effectively.

The Chat Interface​

Message Input​

The message input area is at the bottom of the chat:

  • Text field - Type your message here
  • Voice button - Record a voice message
  • Send button - Submit your message

Conversation Area​

The main area displays:

  • Your messages (aligned right)
  • AI responses (aligned left)
  • Interactive cards and buttons
  • Status indicators

Conversation Sidebar​

On the left, you'll find:

  • New Conversation button
  • List of previous conversations
  • Click any conversation to switch to it

Sending Messages​

Text Messages​

  1. Click in the message input field
  2. Type your message
  3. Press Enter or click the Send button

Multi-line Messages​

To send a message with multiple lines:

  • Press Shift + Enter to add a new line
  • Press Enter when ready to send

Voice Input​

To send a voice message:

  1. Click the microphone button
  2. Speak your message clearly
  3. Click the button again to stop recording
  4. The AI will transcribe and respond to your message
tip

Voice input is great for longer, more complex requests. Speak naturally as you would to a colleague.

Managing Conversations​

Starting a New Conversation​

Click New Conversation in the sidebar to start fresh. This is useful when:

  • Changing topics completely
  • Starting a new task
  • Keeping conversations organized

Switching Conversations​

Click any conversation in the sidebar to load it. The AI remembers the full context of that conversation.

Conversation History​

Your conversations are automatically saved and organized by date. Scroll through the sidebar to find older conversations.

Understanding AI Responses​

Typing Indicator​

When the AI is processing, you'll see a typing indicator. For complex tasks, this may take a few seconds.

Tool Execution​

When the AI uses tools (like creating a campaign), you'll see:

  1. A status message showing what tool is being used
  2. A loading indicator
  3. The result once complete

Response Types​

The AI can respond with:

TypeExample
TextExplanations, answers, suggestions
ListsBullet points, numbered steps
TablesComparisons, structured data
CardsCampaign previews, platform status
ButtonsQuick actions, links

Interactive Elements​

Suggestion Chips​

After some responses, you'll see suggestion chips - quick actions you can click:

  • "Create another campaign"
  • "View campaign details"
  • "Connect more platforms"

Click a chip to send that as your next message.

Action Buttons​

Some cards include action buttons:

  • View Campaign - Opens the campaign dashboard
  • Connect Platform - Starts the OAuth flow
  • Edit - Opens an editor

Onboarding Checklist​

New users see a checklist card showing setup progress:

  • Create account
  • Connect a platform
  • Set up company profile
  • Create first campaign

Click incomplete items for guidance.

Tips for Better Conversations​

Be Clear and Specific​

Less effective:

"I need help"

More effective:

"I need help creating a LinkedIn campaign targeting small business owners for our accounting software"

Provide Context​

Less effective:

"Add more platforms"

More effective:

"Add Instagram and TikTok to the summer sale campaign we just created"

Ask One Thing at a Time​

For complex requests, break them down:

  1. "Create a new campaign for our product launch"
  2. "Set the goal to awareness"
  3. "Target ages 25-40"

Use Follow-up Questions​

The AI maintains context, so you can:

"Create a campaign for our newsletter"

[AI creates campaign]

"Actually, change the goal to leads instead"

[AI updates the goal]

"And make it run for 2 weeks"

Troubleshooting​

AI Doesn't Understand​

If the AI misunderstands:

  1. Rephrase your request more clearly
  2. Provide additional context
  3. Break complex requests into smaller parts

Slow Responses​

For complex operations:

  • Campaign creation may take 10-30 seconds
  • Content generation can take longer
  • You'll see a loading indicator during processing

Connection Issues​

If the chat shows disconnection:

  1. Check your internet connection
  2. Refresh the page
  3. The AI will reconnect automatically when possible

Unexpected Responses​

If you get an unexpected response:

  • Check if you're in the right conversation
  • Make sure the AI has the context it needs
  • Start a new conversation if context is confused

Keyboard Shortcuts​

ShortcutAction
EnterSend message
Shift + EnterNew line in message
EscapeClear input field
/Focus message input

Privacy and Data​

  • Conversations are stored securely in your workspace
  • The AI only accesses data within your workspace
  • Conversation history is private to your account
  • You can delete conversations at any time

Next Steps​

Now that you know how to use the Assistant: