Administrate In-App Chat

Table of Contents

1. Overview
2. Who can use Administrate Chat?
3. Using Administrate Chat
   • How do ask a question to the chatbot?
   • How do I start a conversation?
   • Do conversations always happen in real-time?
   • How do I leave a message?
   • Can I attach images and documents?
   • Can I have multiple conversations at the same time?
   • How do I start a new conversation?
4. Reporting

Overview

Administrate Chat can help you directly from within Administrate. Our chatbot is powered by AI and answers your questions using the content of our documentation, so you can instantly get an answer without even searching in our articles.

This functionality is available to Users of the TMS, on every page, to ensure you can get the answers you need while working on the page in question.

If the answer is not in our documentation, you can always email our Support team, and we'll be happy to help.

Who can use Administrate Chat?

Only Users assigned with the User Role for “Administrate Chat User” can access Administrate Chat.

This is done directly on the User but assigning them that specific Role, as shown below.

You can remove access to Users by unchecking the “Administrate Chat User” Role.

Using Administrate Chat

How do ask a question to the chatbot?

You can also use the chat to search our Support documentation directly from within Administrate. A powerful AI will analyze your query and find the answer in our documentation to help you.

Type in your query in the message box:

Then send the message to get the results:

How do I contact your team?

You can contact us using the web form here.

Reporting

You can view which Users in your organization have the “Administrate Chat User” User Role enabled by using the Reporting Engine.

Create a Report with the entity "User" and you can use the “Administrate Chat User” option to filter the report or as an output column.