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How to use the AI assistant

Learn how to use our AI assistant Bo to help setup your account and retrieve information about your orders, customers, and inventory.

How it works

The AI Assistant can be used to look up data in your account such as orders or products, run reports, and search the knowledge base to help with your day-to-day operations or questions about Booqable.

How ask questions to the AI assistant

1. To access Bo, click on the Ask Bo button in the bottom left of your Booqable account:

2. The Bo window will open on the right side of the screen. There are suggestions for questions you can ask. Click on one of the questions.


If you have a more specific question, type it in the dialogue box at the bottom or use your microphone to ask your question and turn it into text.

Ask questions in your own words, there is no need to use special commands, but try to be as specific as possible and provide as much context as you can for the best results.

3. Once you've asked a question, allow some time for Bo to come up with an answer.

4. Bo will search through your Booqable account, skills, and memories to come up with an answer.

5. Optionally, rate the response with a thumbs up or down to let us know if the response was satisfactory or not. This helps with improving the AI.

This will also allow you to submit more information about your rating so you can directly submit your feedback from the AI assistant modal.

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6. Check out the list of follow-up questions. You can click on one of the prompts at the bottom to ask for the follow-up information.

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If you have a different follow-up question to ask, type it into the text field at the bottom or use the microphone to ask your question.

7. If you want to ask a brand new question that is unrelated to your first one, you can start a brand new chat. Click the pencil icon in the top right corner or click on the name of the current chat to bring up a dropdown menu and click the New chat button.

💡Tip: From the dropdown, you can also search through past chats and click on them to access them again.

8. If you're finished asking questions, click the arrow in the top right corner to minimize the Bo window. You can always click the Ask Bo button again to re-open the chat window.

How to use memories with Bo

When using the AI tool, you can use 'memories' so that Bo will store the data and remember terms specific to your business or any important information. This allows you to tailor the AI assistant and give it special context for your business.

Remember

Creating memories using Bo is as easy as asking it to 'remember' a piece of information. Simply ask a question starting with, 'Can you remember..." to store the information. Once a memory is stored, future conversations will reference memories.

Forget

If a memory needs to be removed, ask Bo to 'forget' and explain the memory you would like to have forgotten.

How to create and manage AI Skills

Skills are used to save prompts so you can reuse them. They can also be triggered when you're asking a question to retrieve information based on your preferences. Bo will use the context of your prompts to decide if a skill can be used to find the information you need.

This is especially useful if you tend to ask for the same information often and will save you time instead of always typing out the same information. For example, if you want to pull a daily/weekly/monthly report with the same information each time, you can create a Skill to save the data you ask for and use a shortcut to trigger the skill.

Creating a skill

To create a new skill:

  1. Click the dropdown from the Bo window
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  2. Click Create new skill
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  3. Skills have 3 fields that you need to fill:
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    1. Shortcut: The name of the skill and what you will type to trigger it.

    2. Hint: A description of the skill so Bo can use context clues when you ask questions to see when to use this skill.

    3. Instructions: Specific steps the AI will take to retrieve the information you need.
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  4. Choose whether this skill can be used by only you or everyone in your team.
    ​Just me: Allows you to use and edit this skill, but no one else.
    ​Everyone: Can be used and edited by anyone on your team.
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  5. Once you've created a skill, you can type a slash '/' into the text bar and your skills will show up or you can type out the shortcut in the format '/skillname' to trigger the skill.
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Editing and deleting a skill

To edit a skill:

  1. Click on the dropdown menu in the Bo window.
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  2. Click on the skill you want to edit.
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  3. When you've finished making changes, click Save.
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  4. To delete the skill, click the Delete button in the bottom left corner when editing a skill.
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