AI Assistant
The AI Assistant is your on-demand expert for all things product-related.
Whether you need a quick spec comparison, help answering a customer's technical question, or ideas for how to position a product, just ask.
The AI draws its answers from your company's own product documentation, so the information is always relevant and grounded in what your team actually sells.
Starting a Conversation
When you open the AI Assistant, you'll see the chat interface with a few suggested questions to help you get started. You can click one of those to kick things off, or simply type your own question in the box.
Choosing the Right Assistant
Depending on how your portal is set up, you may have more than one assistant to choose from. For example:
A Sales Assistant that focuses on positioning, use cases, and customer-friendly language
A Technical Assistant that goes deeper into specifications and engineering detail
You can switch between them using the selector at the top of the chat. Pick the one that fits what you're trying to accomplish.
Turning on Web Search
See the web search toggle in the toolbar? When you switch it on, the AI can also pull in current information from the internet, things like competitor updates, recent product announcements, or market trends.
This is handy when you need context that goes beyond the product documentation, like real-time industry news or a competitor's latest pricing.
Seeing Where the Answer Came From
After each response, a Sources panel shows you exactly which documents the AI used to put together its answer. You'll see the document name and a snippet of the relevant section. This is great for moments when a customer asks "where did that come from?" You can see the source right there and share it if needed.
On desktop, the Sources panel sits alongside the chat. On your phone, you can tap the Sources tab to see them.
How Confident Is the Answer?
Each AI response includes a small confidence badge - High, Medium, or Low - that tells you how well the AI was able to answer your question based on the available documentation.
High means the AI found strong, directly relevant information and is giving you a reliable answer.
Medium means there was some good information available, but the AI had to do a bit more interpretation.
Low means the documentation coverage was limited - a good signal to double-check or reach out to your support team.
Actions You Can Take on Any Response
Each AI message has a small action bar you can use:
Copy: Copies the message text to your clipboard so you can paste it into an email, a proposal, or anywhere else
Export to PDF: Downloads the response as a PDF file you can save or share
Email: Opens a new email in your mail app with the response pre-filled in the body, ready to send to a customer or colleague
Giving Feedback
You'll notice a thumbs up and thumbs down button on each response. If the AI nailed it, give it a thumbs up. If something was off or unhelpful, a thumbs down lets your admin know to look into improving the response. Your feedback genuinely helps make the assistant better over time.
Linking to a Sales Opportunity
If you're working on a specific deal, you can tie your AI conversations to it. Simply set an active opportunity using the selector in the header bar (you'll see the opportunity name appear there once it's selected). From that point on, any new chat sessions you start are automatically linked to that opportunity. You'll be able to review all those conversations later from the opportunity's detail page in your Workspace.
Conversations Are Saved Automatically
After you've exchanged a few messages, the conversation is automatically saved. You can find it later in two places:
The Continue Conversations panel on the Dashboard
The Sessions tab in your Workspace
Each saved conversation has a title and timestamp so you can easily find what you're looking for.
Sharing a Pre-Filled Question
Want to send a colleague a link that opens the AI Assistant with a specific question already typed in? You can do that by sharing a link that includes the question. This is useful for onboarding teammates or quickly routing a customer query to the right person. Ask your admin or team lead if you need help setting these links up.
Need Help? Escalate to Your Support Team
If the AI can't give you what you need, there's a "Need help?" button in the toolbar. Click it, describe what you're looking for, and a support request is automatically created and sent to your team. The request includes your conversation history so your support contact gets the full picture right away. No need to re-explain everything.
Is the Assistant Up to Date?
A small indicator in the assistant header shows whether the AI's knowledge is current. You might see:
Synced: Everything is up to date
Syncing: New documents are being added right now
Out of date: New content has been added but hasn't been processed yet
If you see "Out of date" and it matters for your work, reach out to your admin to request a refresh.
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