2 - Getting Started with the HIVE AI Client Support Assistant

Getting Started with the HIVE AI Client Support Assistant

Welcome to the HIVE AI chat assistant tutorial. In this article, I will introduce your new AI chat assistant tool and walk you through step-by-step guidance on how to send an invite to your clients.

Exploring the Chat Assistant

On the left-hand side, you will see a tab labeled "Chat with Assistant." Here you can test out the chat assistant yourself by asking tax or financial planning questions as well as any questions related to the services you provide. You can upload your internal guidelines in the Firm settings if you have not already.

Sending an Invite to Clients

Once you are done testing the chat assistant for yourself, go ahead and send an invite to your clients to start using the assistant as well. Here's how:

1. Dashboard Tab: Navigate to the dashboard tab.
2. Client Invitation Options: You will have three options to invite your clients:
   • Add Clients Manually: Add each client individually.
   • Upload a CSV File: Add a bulk list of clients. Be sure you have included a header labeled as "emails."
   • Personalized Email: Send a personalized email on your behalf using the provided link.

Clients Opting In

Once the invite is sent, the client will receive an email to opt in or opt out of using our services. The clients that opt-in will be directed to our signup page and dashboard where they can begin using our chat assistant.

Client Usage of the Chat Assistant

Your client will gain 24/7 access to the AI chat assistant, where they can ask any tax or financial planning questions as well as questions related to your firm's services.

Monitoring and Intervening in Client Conversations

You will be able to see the entire conversation by going to the "Client Chat History" tab on the left-hand side. You can view unread and previous chat history messages here. If you notice a message highlighted in yellow, it indicates an unread conversation. Should you feel the need to intervene, you can click the "Email" button to get a hold of them directly.

This concludes the AI chat assistant tutorial.

Keywords

• HIVE AI
• Chat Assistant
• Financial Planning
• Tax Questions
• Client Invitation
• CSV File
• Personalized Email
• Opt In
• Client Conversations
• Firm Services
• Chat History

FAQ

1. What can I do in the 'Chat with Assistant' tab?

   • You can test out the chat assistant by asking it tax or financial planning questions, as well as questions related to the services you provide.

2. How can I invite my clients to use the AI chat assistant?

   • You can invite clients manually, upload a CSV file for bulk invitations, or send a personalized email.

3. How will my clients receive the invitation?

   • Clients will receive an email where they can choose to opt in or opt out of using the services.

4. What happens when a client opts in?

   • Clients who opt in will be directed to a signup page and dashboard where they can begin using the chat assistant.

5. How can I monitor my client's conversations with the chat assistant?

   • You can monitor conversations by going to the "Client Chat History" tab and view unread and previous messages.

6. What should I do if I need to intervene in a client's chat?

   • Click the "Email" button to contact the client directly.

This article serves as a comprehensive guide to getting started with HIVE AI’s Client Support Assistant, ensuring you and your clients have a seamless experience.