Introduction

Welcome to the new era of efficiency and insight with ChatDash’s AI-powered features! We’ve rolled out a suite of tools designed to empower your agency by automating manual tasks and providing valuable insights from your conversations. Our AI tools are here to make your life easier—less manual work, more valuable insights.

New AI Features Built to Empower Your Agency

We are excited to introduce the following features:

  1. Summary Generation
  2. Conversation Evaluation 🔍
  3. Topic Assignment & Subscription 🏷️🔔
  4. Misunderstood Query Identification 🤔
  5. FAQ Generation 📚

Each feature leverages advanced AI capabilities to enhance your team’s productivity and improve customer satisfaction.


Benefits of the New AI Features

  • Save Time: Automate repetitive tasks like summarizing calls or chats.
  • Stay Organized: Easily track follow-ups and ensure everyone is on the same page.
  • Immediate Clarity: Understand conversation outcomes at a glance.
  • Focused Feedback: Gain insights into what works and what needs improvement.
  • Track Trends: Identify recurring themes to proactively respond to customer needs.
  • Improve Communication: Address misunderstandings promptly to enhance interactions.
  • Empower Customers: Provide a self-service knowledge base through FAQs.
  • Boost Productivity: Free up your team from repetitive tasks to focus on what really matters.

How to Get Started with AI Features

Step 1: Log in to Your ChatDash Account

  • Navigate to your Agency Dashboard.

Step 2: Enable AI Features

  • Go to the Project Settings page.

  • Click on the AI Analysis tab.

  • Toggle on the AI features you wish to enable:

    • Summary Generation
    • Conversation Evaluation
    • Topic Assignment
    • Misunderstood Queries

  • (Optional) Provide Custom Instructions to guide the AI for each feature.

  • Click Save to apply the changes.

Step 3: Utilize the Features

  • Summary Generation: View conversation summaries in the client’s Conversations tab.
  • Conversation Evaluation: See success or failure ratings with reasons in each conversation.
  • Topic Assignment: Access automatically tagged conversations and subscribe to topics.
  • Misunderstood Queries: Identify and review misunderstood queries in conversations.
  • FAQ Generation: Generate and download FAQs through the Project Reports page.

Feature Highlights

1. Summary Generation ✨

Automatically generate concise summaries of conversations to save time and ensure important points are captured.

Learn More ➔


2. Conversation Evaluation 🔍

Assess conversations with a simple Success or Failure rating, along with the reason, to quickly understand if customer needs were met.

Learn More ➔


3. Topic Assignment & Subscription 🏷️🔔

Automatically tag conversations with relevant topics and subscribe to specific topics to receive instant email notifications.

Learn More ➔


4. Misunderstood Query Identification 🤔

Detect when the chatbot misinterprets customer queries to improve communication and enhance the customer experience.

Learn More ➔


5. FAQ Generation 📚

Automatically create a knowledge base of frequently asked questions from customer conversations, empowering customers to find answers quickly.

Learn More ➔


Why You’ll Love These AI Features

  • Get Organized: Let AI handle categorizing, summarizing, and FAQ creation.
  • Stay Informed: The Topic Subscription feature ensures you’re always in the loop when important conversations happen.
  • Boost Productivity: Free up your team from repetitive tasks so they can focus on what really matters.

Tips for Maximizing Benefits

  • Customize AI Instructions: Tailor the AI’s behavior by providing clear custom instructions for each feature.
  • Regular Monitoring: Review AI outputs regularly to ensure accuracy and relevance.
  • Team Collaboration: Share insights from the AI features with your team to align strategies and improve performance.
  • Continuous Improvement: Use the insights gained to make data-driven decisions and enhance customer interactions.