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    Customer Experience: AI Assistant

    Interface that presents an Customer Experience assistant capable of analyzing event data from Lumis to generate reports, charts, and suggestions for changes or construction for content on the portal.

    Once the AI is configured correctly, it is possible to view the chat interface with the assistant. Otherwise, a warning message will be displayed.

    The interface comes pre-loaded with 4 initial interaction suggestions that can be made with the assistant. At the bottom of the screen, the text input for sending messages to the assistant, the send button, and the button that restarts the assistant are displayed.

    Interaction with the AI can be done using humanized language in a chat with the assistant. Some examples of possibilities are presented below.

    Screens

    AI Assistant

    Settings and Terms of Use

    The Customer Experience assistant is configured together with other global AI resources in Settings >> Frameworks >> Artificial Intelligence >> Configuration. In order for the Customer Experience assistant to be displayed, in addition to the general basic settings, it is necessary to ensure that in the Customer Experience AI Assistant section, the Enable Customer Experience AI Assistant field is enabled.

    Use Cases

    In the CX assistant interface, it is possible to use natural language for the AI to analyze data from your portal and return reports, charts, and suggestions to the user. The time and variation of the responses will depend on the configurations made in AI Configuration and the other custom instructions inserted.

    Standard screen of the CX assistant
    Standard screen of the CX assistant

    When starting a conversation with the assistant, by default, 4 initial request suggestions are shown. These suggestions are clickable and initiate a conversation to make the indicated request.

    At the bottom of the screen, the message field is displayed, where you can make your requests to the assistant; the send button, and a button to restart the conversation with the assistant, returning to the initial state. The submitted requests are processed by the AI, along with the customer experience data from your portal, returning an analysis of the data, charts, and suggestions, if requested.

    For example, when asking the assistant to check which contents are the most viewed, the following is returned:

    Assistant response - part 1 Assistant response - part 2
    Chart generated by the assistant

    In the response, the AI provided the metrics it used to build the response, the charts, and an analysis of the data.

    Now we can, for example, ask the assistant for suggestions for improvements to these contents:

    Assistant response - part 3 Assistant response - part 4
    Suggestions for changes given by the AI

    At the top of each generated chart, there is a Save button that allows saving a new report equivalent to the one displayed. This option opens a pop-up to confirm the name of the report and then redirects the user to the new report that was created by the assistant.

    Button to generate report available in the charts generated by the assistant.
    Confirmation pop-up for the report name.
    Report page generated through the button

    The report can then be edited and changed in the same way as any report created manually. This allows, for example, to start the creation of a report with the help of the assistant, and then manually adjust the details of the report.

    Permissions

    • View AI Assistant
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