AI Assistant | Using the AI Assistant

Accessing the AI Assistant

• Open the panel: Select the AI Assistant icon in the top-right corner of the page.
   
• View history: Browse or switch between previous conversations within the panel.
   
• Start a new conversation: Select New Conversation to begin a new session.
   
• Expand to widescreen: Use the expand button in the top-right corner of the panel to switch to widescreen mode. Select it again to return to the narrow view.

Asking Effective Questions

• Define the goal: State what needs to be done or found out. Example: "Check which store settings are still incomplete."
• Specify scope: Include relevant objects or conditions in the question. Example: "Find products created recently that have no sales."
• One question at a time: Avoid combining multiple requests in a single message.
• Use natural language: No specific format or technical terms are required. Example: "Why can't some staff members log in to the admin?"

Improving Results

• Add more details: Include additional information to narrow down the request.
• Break it down: Split complex questions into smaller steps and ask them one at a time.
• Rephrase the request: Try describing the same need in different words.
• Follow up: Continue in the same conversation to build on existing results.

Example Questions

• Data and Business
  • "What is the total revenue for the last 30 days?"
  • "Which country has the highest number of paying customers?"
  • "Why did revenue drop on a specific day last week?"
  • "Has the refund rate changed recently?"
• Products and Subscriptions
  • "Which product is performing the best?"
  • "Which subscription plan has the highest renewal rate?"
  • "Have subscription cancellations increased recently?"
• Payments and Transactions
  • "Which payment method is used the most?"
  • "Has the payment failure rate increased recently?"
  • "Why are some transactions failing?"
• Customers and Behavior
  • "How many new customers were added recently?"
  • "Which countries do most customers come from?"
  • "Who are the high-value customers?"
• Admin Operations
  • "What store setup steps should be completed first?"
  • "Check if there are any incomplete configurations."
  • "How do I enable a payment method?"
  • "Why can't some staff members access the admin?"
• Content and Operations
  • "Improve this email subject line."
  • "Make the content more concise."
  • "Highlight the trial end date more clearly."

Best Practices

• Specify time ranges: When working with data, include a time period for more accurate results.
• Break down complex tasks: Split multi-step requests into individual questions and refine through conversation.
• Stay in the same session: The assistant retains context within a session, so continuing in the same conversation avoids repeating background information.
• Know the scope: Different types of questions have different capability boundaries. Refer to the relevant feature documentation for details.