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AI assistant

The AI assistant answers questions about your orders, quotes and invoices, and about how to use the portal, in plain language. It is an optional feature: you see it only if your carrier has turned it on for its customers and your sign-in is allowed to use it.

Open the assistant​

When the assistant is available, a button to open it sits in the corner of every page. Select it to open the chat panel, type your question, and select Send.

Examples of what you can ask:

  • "What is the status of order 10428?"
  • "Which of my invoices are still unpaid?"
  • "How do I add a colleague to the portal?"

While the assistant is answering, you can select Stop to cut the answer short. When an answer draws on a help article, the article is shown with it so you can read more.

What the assistant can and cannot do​

  • It answers from your own account's orders, quotes and invoices, and from the portal's help articles.
  • It reads information; it does not create, change, cancel or pay anything. To act on an order or invoice, use the relevant page of the portal.
  • AI answers can be wrong. The panel reminds you of this — check important details, such as amounts and dates, on the order or invoice itself.

Conversations​

  • Select New chat to start a fresh conversation.
  • Open Conversation history to go back to an earlier conversation, or to delete one.

There is a daily limit on how much you can use the assistant. If you reach it, the assistant tells you, and you can try again the next day.

If you do not see the assistant​

The assistant is switched on by your carrier. If you would like to use it and cannot see it, ask your carrier.

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