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. Every response is now informed by similar closed jobs from your company, making answers more relevant to your specific business.

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

Suggested Questions

When you first open the chat with no message history, you'll see suggested prompts to get started:

• Common questions about features
• Quick links to workflows
• Help with specific tasks

Click any suggested question to send it instantly.

How It Works

RAG-Powered Context

The chat assistant uses Retrieval-Augmented Generation (RAG) to provide better answers:

• Your query searches past jobs - The AI finds similar completed jobs from your company
• Context from real work - Answers include insights from actual jobs you've closed
• Gets smarter automatically - Every job you complete makes the chat more helpful
• Company-specific advice - Guidance tailored to your trade, region, and workflow

Sending Messages

1. Type your question in the text input at the bottom of the chat panel
2. Press Enter to send (or click the send button)
3. Wait for AI response - A loading indicator shows the AI is thinking
4. Read the answer - The response appears in the message history
5. Ask follow-ups - Continue the conversation with additional questions

What You Can Ask

Feature Questions

• "How do I create an invoice from a job report?"
• "What's the difference between a ticket and a job?"
• "How do I assign work to a subcontractor?"

Workflow Help

• "What's the best way to track warranty work?"
• "How should I organize my customers by type?"
• "Can I send estimates before starting work?"

Account & Settings

• "How do I connect Stripe for payments?"
• "Where do I upload my company logo?"
• "How do I add team members?"

AI-Specific Features

• "How does the Smart Estimator work?"
• "What are reference documents in the estimator?"
• "How accurate is the AI takeoff?"

Tips

• Be specific - "How do I schedule a job for Tuesday?" is better than "scheduling"
• Ask follow-ups - The chat remembers context from previous messages in the conversation
• Use for learning - Great for discovering features you didn't know existed
• Available everywhere - Access the chat from any page without losing your work

Questions

Q: Does the chat remember previous conversations?
A: Yes, your message history persists within a session. The AI can reference earlier messages in the same conversation.

Q: Can the chat access my company data?
A: Yes, the chat uses RAG to search your completed jobs and provide context-aware answers based on your actual work history.

Q: Is there a cost to use the chat?
A: Chat usage may count toward your AI credits depending on your subscription plan. Check your billing settings for details.

Q: Can I use the chat on mobile?
A: Yes, the sparkles icon and chat panel are available on mobile devices with a responsive design optimized for smaller screens.

Q: What if the AI doesn't know the answer?
A: The AI will let you know if it can't help and may suggest contacting support or checking the help documentation for more details.