Support Chat Assistant

Overview

The BlueClerk support assistant is an AI-powered chat available throughout the app via the sparkles icon in the header bar. Ask questions about features, workflows, or how to accomplish tasks - get answers instantly without leaving your current page. The assistant now uses a conversational, helpful tone and suggests actionable next steps when appropriate, making it easier to get things done.

Accessing the Chat

Opening the Chat Panel

1. Look for the sparkles icon in the top-right corner of the header bar (next to notifications and profile)
2. Click the sparkles icon to open the chat dropdown panel
3. The panel appears below the header with message history and input field
4. Click outside the panel or click the sparkles icon again to close it

Opening Chat with a Prefilled Message

Other parts of BlueClerk can open the chat with a question already filled in:

• From contextual help buttons - "Ask the AI chat" buttons throughout the app
• From feature-specific prompts - Opens with relevant questions pre-loaded
• The chat opens automatically with your question ready to send

This is useful when you're stuck on a specific feature - the chat opens with a relevant question already prepared.

How the Assistant Works

What You Can Ask

The assistant knows about all BlueClerk features and can help with:

• Feature explanations - "How do I create an estimate?"
• Workflow guidance - "What's the best way to track warranty work?"
• Navigation help - "Where do I find my payment settings?"
• Troubleshooting - "Why isn't my invoice syncing to QuickBooks?"
• Best practices - "How should I organize my subdivisions?"

Conversational Style

The assistant responds in a friendly, professional tone:

• Clear and concise - No unnecessary jargon
• Step-by-step guidance - Numbered instructions when helpful
• Suggests next actions - "Would you like me to show you how to..."
• Offers alternatives - Multiple ways to accomplish tasks when relevant

Actionable Suggestions

When appropriate, the assistant can suggest concrete next steps:

• Create a ticket - Opens the ticket creation form
• Create an estimate - Opens the estimate creation form
• Add a job note - Opens the job notes interface
• Other agentic actions - Direct links to accomplish tasks

Look for action buttons in the assistant's responses that let you jump directly to the suggested feature.

Message History

Viewing Past Conversations

• Messages persist during your session
• Scroll up to review previous questions and answers
• Continue the conversation - Follow-up questions reference prior context
• History clears when you close and reopen the chat panel

Tips

• Ask specific questions - "How do I add a team member?" works better than "Tell me about settings"
• Include context - "I'm trying to invoice a builder customer" helps the assistant give relevant advice
• Try follow-up questions - The assistant remembers your conversation context
• Use action buttons - When the assistant suggests next steps, click the action buttons to jump directly to that feature

Questions

Q: Can the assistant access my data?
A: No, the assistant provides general guidance about BlueClerk features. It doesn't see your specific customers, jobs, or invoices.

Q: Does the assistant work on mobile?
A: Yes, the sparkles icon appears in the mobile header. The chat panel is optimized for smaller screens.

Q: How is this different from regular help articles?
A: The assistant can answer specific questions in context and suggest immediate actions. Help articles provide comprehensive documentation for reference.

Q: What happens when I click an action button?
A: The chat closes and you're taken directly to the suggested feature or form, making it easy to immediately act on the assistant's advice.