Chatting with Ask IQ

Unifyr Support
Unifyr Support
  • Updated

Notes

Ask IQ may make mistakes, so review important information carefully.

The feature is enabled by your supplier. Reach out to them if you have questions about availability.

To start or continue a thread with Ask IQ:

  1. Click the portal_iq_icon.png icon on the top toolbar of your partner portal.

    The icon is available if your supplier has enabled Ask IQ for you.

  2. If you’ve used Ask IQ before, you can restart a previous thread:
    • Click portal_ai_expert_2.0_previous_conversations.png to access your list of up to 10 previous conversations.
    • Click on a thread in the list to restart it.
    • Search for a thread by entering keywords in the Previous conversations field, and clicking icon_search_grey.png. You can then click on the thread to resume the conversation.
  3. To start a new thread, add your prompt in the Ask IQ anything field at the bottom of the window, then click the up arrow or hit ENTER.

    Some tips for asking an AI assistant a question:

    • Treat a request like a conversation.
    • Be as specific as possible
    • Be concise and avoid slang
    • State the desired format/tone.
    • Use roles such as "act as a product reseller..." to get targeted answers
    • Include context and any required information
    • Remember that AI can "hallucinate", so always verify critical information

    portal_ai_expert_2.0_your_message.png

    Your supplier may have provided some suggested prompts for you. Type / into the Ask IQ anything field to show them.

    Use the ↑↓ keys to scroll up and down the list and hit ENTER to select. Hit ESC to exit the list.

    You can click a prompt to use it, and have the option to tweak it before initiating the conversation.

    portal_ai_expert_prompt_suggestions.png

    Ask IQ gives its initial response, extracting information from content available from your supplier in the portal. It includes a citation of the source of the information and a link to the applicable content. You can click these links to go to the relevant page, document, asset, or training resource. You'll have the option to download assets, if that's permitted by your supplier.

    portal_ai_expert_2.0_response.png

  4. Send additional questions or directions to tailor the response from Ask IQ, or deliver it in a different way. for example, "can you remove the bullets?" or "translate the response into French".
  5. If required, click one of these buttons for a response:

    • Copy icon_copy_ai.png - copy the response to paste elsewhere
    • Regenerate icon_regenerate_ai.png - send the same request again, for example if you know that additional content has been made available for searching
    • Create Social Post icon_share.png - create a social post from a response. For more information, see Creating Social Posts with AI.
    • Create Email portal_ai_expert_2.0_response_create_email_icon.png - create an email from the response. For more information, see Creating Marketing Emails with AI.
    • Like or Dislike portal_ai_expert_2.0_response_like_dislike.png - give positive/negative feedback about the response, to help Ask IQ earn how to support you better. For more information, see Give Feedback on AI-Generated Responses.

    portal_ai_expert_2.0_response_actions.png

You can chat to Ask IQ in any language (English is the default), either having a whole conversation in your own language, or asking it to translate any responses it gives.

Translate a response:

portal_ai_expert_2.0_translate_conversation.png

Have a conversation in a non-English language:

portal_ai_expert_2.0_conversation_spanish.png

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