Use the Facilities AI Assistant

The  AI Assistant answers product-focused questions, such as which groups have missing or expired insurance or how many pending requests are at each building. Not only can you use the assistant to ask questions, you can also provide feedback on its responses and view your conversation history.

Before you begin

An administrator must grant you the AI Assistant permission before you can use the AI Assistant.

Use your assistant
With the permission enabled, your assistant appears on any page in Schedules.

Step 1: Enter a prompt.
Click New, type your question or request in the Ask me anything field using everyday language, or select a pre-built prompt to get started.
Your assistant can answer questions about your request, group, invoice, space, and user data.

Step 2: Review the response.
Responses can include quick insights for simple inquiries and more detailed data for complex requests.

Step 3: Continue the conversation.
If you need more specific information or have follow-up questions, keep the conversation going by asking another question or refining your prompt.
To view the assistant on more of your screen, click Expand. To return to the smaller view, click Collapse.
 

Provide feedback
You can rate your assistant's responses using the thumbs-up or thumbs-down buttons. Your feedback helps indicate whether a response was useful.
A thumbs-up response only records your feedback. A thumbs-down response lets you select from pre-made replies or enter a specific reason in the What didn't work for you? field.

View history
Use conversation history to find and continue previous conversations. Your assistant stores up to 100 conversations.

Click History, and then do any of the following:

• To sort the conversation list, click Newest first.
• To rename a conversation to make it easier to identify, click > Rename.
• To mark a conversation as a favorite, click .
• To continue a conversation, click the prompt.

To close the assistant, click Close.