Your Always-On Intelligence Hub
Once you have configured the AI Assistant, you are ready to explore. This guide covers the Workflow of using the tool. The goal is to replace “Admin Panel Fatigue”—that feeling of clicking through 10 menus just to find one number—with a simple, conversational interface.
1. The Interface (Floating Window)
The AI Assistant is designed to be there when you need it, and invisible when you don’t.
A. Access Anywhere
The Assistant lives in a non-intrusive Floating Window (bottom-right).
- Why: Whether you are editing a coupon, checking leads, or tweaking colors in the Design tab, help is just one click away. You never have to leave your current page to ask a question.
- The Pulse: The Robot icon pulses gently when it has a notification or a tip for you.
B. The “Quick Prompts” Menu
We know that staring at a blank chat box can be intimidating. “What should I ask?” is the most common mental block. To solve this, the Assistant opens with a dynamic menu of One-Click Questions.
- “📊 Overview of Performance”
- “🏆 Best Winning Prize”
- “📧 Lead Quality Check”
Pro Tip: Start your day by clicking “Overview.” It’s the fastest way to get a “Morning Report” without typing a single word.
2. Managing Conversations
Just like a chat with a colleague on Slack/Teams, context matters.
A. Chat History (Memory)
- Access: Click the History Icon (Clock symbol) in the header.
- Function: This opens a list of your previous sessions.
- Scenario: Last Tuesday, you had a great brainstorming session about “Christmas Ideas.” You can find it here and pick up right where you left off. The system automatically names sessions based on the topic (e.g., “Christmas Strategy”).
B. Clearing Context (The “New Chat” Button)
- Access: Click the Plus (+) icon.
- Why use it: AI models can get confused if the conversation gets too long. If you switch topics from “Analyzing Leads” to “Writing Headlines,” it is best to start a New Chat.
- Think of it like hanging up the phone and calling a different department.
3. Contextual Awareness (The Magic)
The most powerful feature of the Assistant is its ability to understand Context. It doesn’t just read your text; it reads your screen.
It Knows Your Data
You don’t need to explain: “I have a campaign with ID 5 that is blue.” The AI can see your database structure. It knows ID 5 is the “Winter Sale” wheel.
It Remembers
Example Dialogue:
- You: “How many people won ‘Free Shipping’?”
- AI: “45 people won Free Shipping this week.”
- You:“What about last week?”
- Note: You didn’t say ‘Free Shipping’ again.
- AI:“Last week, 32 people won that prize.”
- Result: The AI inferred the subject from the previous message.
4. Exporting Insights
Sometimes the answer is so good you want to save it.
Copy to Clipboard
Every response has a small Copy Icon. Use this to paste analyzing reports into your team Slack channel or weekly email update.
The “Action” Buttons
Sometimes the AI will give you a button.
- AI: “I found 3 spam IPs. Would you like to block them?”
- Button: [Block Now]
- Function: Clicking this performs the action immediately in the database, saving you from navigating to the Settings page manually.
5. Frequently Asked Questions (FAQ)
Q: Can I use voice commands? A: Currently, the interface is text-only. Voice support is on our roadmap for next year.
Q: Does it work on mobile? A: Yes! The floating window is fully responsive. You can check your stats from your phone while waiting in line for coffee.
Conclusion
The interface is designed to be as familiar as WhatsApp or iMessage. There is no learning curve. Just click, ask, and understand. The AI Assistant turns your WordPress dashboard from a static tool into a dynamic partner.