An AI colleague in your team chat. Mention @dot and it looks it up.
In a team chat you tag a record and ask dot how things stand. It reads the record, the appointments and the knowledge base and answers for everyone. In a team chat dot only reads: it doesn't change anything there.
Lotte · 10:29
The installation at Thomas van Leeuwen starts on Monday. Is everything ready?
dot in the conversation,and on the record you have open.
In a team chat, dot reads along when you mention it. In your own chat with dot, it looks along with the record you have open and suggests a change for you to confirm.
@dot
Is the record ready? Ask in the chat.
Tag a record with # and mention @dot. It pulls up the record straight away and reads the timeline, the status history, the forms and the appointments. Its answer sits in the chat, visible to everyone.
- With #, dot knows exactly which record you mean
- It remembers records tagged earlier in the same chat
- Type @dot and the send button turns into dot itself
Ruben · 10:31
@dot is Heat pump - Thomas van Leeuwen ready for Monday?
dot · 10:31
Almost. I went through the record:
- Survey on Mon 28 Sep done, the form is in
- Quote accepted on 1 Oct
- Installation Mon 12 and Tue 13 Oct, handover on the 13th
- Scaffolding Fri 9 Oct: Thomas asked this morning, he has no answer yet
The scaffolding for Friday 9 Oct. Thomas asked this morning, dot saw it on the timeline.
Knowledge
Answers from your knowledge base, for the whole team.
Ask @dot about warranty, a way of working or a product and it looks it up in your knowledge base, with the source included. Ask what's waiting for you and it gives you your daily brief, right there in the chat.
- The answer is in the chat, everyone reads along
- The source under the answer, to check for yourself
- Looking up customers works too
Fleur · 10:35
@dot how much warranty do we give on a heat pump?
dot · 10:35
5 years on the heat pump and the installation, counted from the handover date.
Warranty terms.pdfLotte · 10:37
Great, I'll put that in the email to Thomas.
5‑year warranty on the heat pump and the installation. Source: the warranty terms.
Looking along
On the record, dot looks along with you.
Open dot on a record and it knows where you are. Ask what came out of the survey or when the installation is, and it answers from the form and the calendar. With # you bring in another record, conversation or task.
- Reads photos and PDFs in your own chat, up to 4 per message
- Appointments per record, forwards and back in time
- Your chats with dot are saved
Daan did the survey on Mon 28 Sep. Insulation fair, a gas boiler for now and three-phase power in place. He noted there is underfloor heating downstairs.
Insulation fair, 3‑phase present and underfloor heating downstairs. dot read it from Daan's survey form.
Suggestions
dot suggests, you confirm.
On the record you have open, dot can suggest a change in your own chat: update a field, move the status or add an internal note. The suggestion sits on a card and only happens once you confirm.
- It runs through the normal paths: automations and the log take part
- It prepares tasks too, once you confirm
- In a team chat dot changes nothing: there it only reads
I'll put this internal note on the record as soon as you confirm:
Scaffolding Fri 9 Oct still to be confirmed with the scaffolder.
The note about the scaffolding only lands on Thomas's record once Lotte confirms.
From chat to task.Nothing falls through the cracks.
Team chats sit in the dot chat, next to your chats with dot. Tag a record, put a task on someone's list, and that colleague sees it right away, in the portal too.
I'll be done at Kramer's by 12:00
Ruben: @dot is the record ready for Monday?
dot: Two, € 18,343.60 together
Three records need you today
Ticked off for everyone
Anyone in the chat can tick off or reopen the task card, and everyone sees it right away.
A regular task
A task from the chat is also in Tasks. Give it to a technician and it's in their portal.
Mentioned? You'll hear it
Whoever you mention with @ gets a notification in the bell and a soft pop, even with the chat closed.
Share this page
On a record, conversation or task, the plus button puts that page in your message as a tag.
Shared with the portal
Tag a record in a chat with a technician or partner and they can open it in the portal. stipt tells you beforehand.
A group with a face
With two or more colleagues you give the chat a name, a colour and an icon.
All workspaces, one list
Work in more than one workspace and all your team chats sit in one list, each with its company tile.
Attachments up to 20 MB
Send photos and files along. Images show as a preview right in the chat.
Everything a team chat can do.Including the small things.
Team chats live in the dot chat, from any page. This is how you work together in them.
Tag anything with #
Records, inbox conversations, tasks, quotes, appointments and files. In the message it becomes a chip that opens right away.
Shared here
On a wide screen you see next to the chat everything tagged or created in it: records, tasks with their tick, quotes and photos.
Read ticks
One tick while nobody has read your message, two grey ones when some have seen it and two dark ones when everyone has.
Follow along
You see who's online, who's typing and which record a colleague is looking at. With Follow along you jump there.
Technicians join in
Technicians and partners chat along through the Chat tab in the portal, as soon as they're in a conversation.
Search your chats
The search field above your chats filters on name and participants, and from two characters it also searches the messages themselves.
Also in AI.What else dot does for you.
Frequently asked questionsAbout dot in team chats.
What can dot do in a team chat?
Read: the record, the timeline, the status history, the forms, the appointments per record, the knowledge base and your daily brief. It answers when you mention @dot, visible to everyone in the chat. It doesn't change anything there.
Can dot change things too?
In your own chat with dot, yes, on the record you have open: a field, the status or an internal note. It puts the suggestion on a card and only carries it out once you confirm. In a team chat it only reads.
Does dot read attachments in a team chat?
No, there it only knows the file name. In your own chat with dot it does read photos and PDFs, up to 4 per message and 8 MB each.
Does dot answer when a technician or partner is in the chat?
No. If an external member is in the chat, such as a technician or partner through the portal, @dot doesn't answer there.
Does everyone see what I ask dot?
In a team chat, yes: your question and its answer are in the chat. Your own chats with dot are in your own list and are saved, so you can find them later.
How long are team messages kept?
Messages in team chats are deleted automatically after a year. The owner of a chat can also close it earlier, for all participants.
From the knowledge base
See @dot think along in your team chat.
In a demo we show how dot goes through a record in a team chat. Then you decide what else it may do.