Support Chat Assistant

Overview

The BlueClerk support assistant is an AI-powered chat widget available throughout the app. Ask questions about features, workflows, or how to accomplish tasks - get answers instantly without leaving your current page.

How to Use the Support Assistant

Opening the Chat

1. Look for the blue chat icon in the bottom-right corner of any page
2. Click the icon to open the chat window
3. The assistant greets you with a welcome message

Asking Questions

1. Type your question in the message box at the bottom
2. Press Enter or click Send
3. The assistant responds with helpful information from help docs and general BlueClerk knowledge
4. Ask follow-up questions to clarify or get more details

What You Can Ask

The assistant knows about:

• Jobs and tickets - Creating, scheduling, assigning, completing
• Invoicing - Creating invoices, estimates, accepting payments
• Customers - Adding homeowners, builders, businesses
• Properties - Work history, adding locations
• Scheduling - Calendar and map views, routes
• Settings - Company setup, integrations, team management
• Features - Any BlueClerk functionality

Tips

• Be specific - "How do I create an invoice from a completed job?" works better than "invoices"
• Ask about workflows - The assistant can walk you through multi-step processes
• Reference help docs - The assistant pulls from all BlueClerk documentation
• Check work history - Get answers even if the topic isn't fully documented yet

Limitations

• Rate limited - 20 questions per hour to prevent abuse
• Assistant stays open - Minimize the chat window to keep working; your conversation is saved
• Not a substitute for support - For account-specific issues or bugs, contact support@blueclerk.com

Questions

Q: Does the assistant have access to my company data? A: No. The assistant only has access to general BlueClerk help documentation and feature knowledge. It cannot see your customers, jobs, or invoices.

Q: What if the assistant doesn't know the answer? A: The assistant will tell you if it doesn't have enough information and suggest contacting support for help.

Q: Can I use the assistant on mobile? A: Yes. The chat icon appears on all devices and the chat window is mobile-responsive.