25 things you can ask an AI assistant in your business software
25 example questions for an AI assistant in your business software, per area from inbox to figures, and what the assistant does not do.
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You can ask an AI assistant in your business software to summarise conversations, write replies, read out the calendar and your figures, check forms and prepare tasks. Here are 25 examples per area. The assistant prepares, you decide and send.
By the makers of stiptUpdated October 15, 20267 min read
What can you ask an AI assistant in your business software?
An AI assistant in business software is not a search engine for the whole world. It is a colleague who looks along with what you have open: the conversation, the record, the view. That is why short questions work well. Open the record the question is about, or refer to it in your question, and ask it the way you would ask a colleague. In stipt you refer to a record, conversation or task with a #.
The 25 questions below are examples, grouped by area. They come from stipt, where the assistant is called dot, and each question fits something dot can do according to the documentation. What an answer gives you depends on what is in your environment and which rights you have.
Inbox: five example questions
- “Summarise this conversation.” A few lines say what is going on, so a colleague can take over without reading the whole thread.
- “Write a reply to this email.” dot makes a draft based on the record and shows it under its answer, with a button to put it in the reply box. You read it, adjust it and send it yourself.
- “What is the status of this customer?” A short summary of the history and what is running now.
- “Read this PDF and tell me what it says.” You can attach photos and PDFs, up to four per message. dot reads them and uses the content in its answer.
- “What do our terms say about warranty?” If it is in your knowledge base, dot answers with it and names the source, so you can check it.
Scheduling: six example questions
dot looks at the calendars read-only and lists the appointments.
You hear when someone works or is away and how full the calendars are.
You do not need to know a date or a technician: dot searches the record, forwards and backwards in time.
dot names the calendar line, the employee, the status and whether the customer still has to confirm. If a partner is involved, he looks in the calendar the partner shares with you.
dot looks at the calendars read-only and tells you when someone works or is away.
The occupancy rate of your calendars, without counting it yourself. Scheduling, moving or blocking is not possible through the chat.
Quotes: four example questions
- “Which quotes are still open?” With analytics access, dot counts across your quotes, read-only, and adds a chart where it fits.
- “Create a call task for every outstanding quote.” The tasks appear as a proposal on a card, on the right record and with the right colleague, and only exist after you confirm. An admin prepares up to fifty at once, others up to five.
- “How many quotes were accepted this quarter?” This too comes from your own data, with analytics access.
- “What is the margin on this year's accepted quotes?” With analytics access, dot calculates over the cost price per quote line. Lines without a cost price he does not count as zero, he reports them separately.
Forms: three example requests
Attach the photo. dot describes what he sees. Treat it as a first look, not an inspection.
You give an instruction like this to the form check in plain language, per form in Studio. When the check is on, dot checks every submitted form on those points.
That is what the form check does, once an admin switches it on: it reads numbers on rating plates and stickers and compares them with what was scanned or typed. A mismatch becomes a point for the reviewer.
Tasks: four example questions
- “What can I do now?” You get your daily brief: what needs an answer today, what has stalled and your open tasks, with the reason for each item.
- “Create tasks from the most important points in my daily brief.” dot prepares them on a card, you confirm.
- “Create a task for Sanne to call this customer back.” The task is linked to the record and the colleague after you confirm the proposal.
- “Create a task template for aftercare after a handover.” dot proposes the template, with variables, assignment and deadline, and you confirm. A trigger that creates the task by itself can then also be proposed through dot. This needs studio access.
Figures: three example questions
With analytics access, dot calculates read-only over your own data and adds a chart. An admin can save the result as a permanent analysis.
With a view open, such as Installation to schedule, you get the number of records, the split per status, what has stalled longest and the lead sources.
dot looks at the status history: per change who or what did it, a colleague, a rule by name or the system. Handy when several rules work on the same record.
What does the assistant not do?
These are the limits. dot sends no email to a customer: a draft reply stays a draft until you send it. Only the separate WhatsApp bot for customers answers on its own, and it is off by default. dot only carries out changes after you confirm them on the card, whether it is a status, a field or new tasks. And in the chat dot does not schedule, move or block anything in the calendar. He looks along, but the calendar itself stays with you and your planner.
You also do not get to see everything. What dot answers depends on your rights: a field worker gets no prices or company analyses, and dot only counts the conversations you can see in your inbox.
Finally, dot only knows your business from what is in your records and your knowledge base. If something is nowhere, he cannot know it and he can be wrong, just like a colleague who does not know the record. So read an answer through, and give a thumbs down with a note if it is not right.
Frequently asked questions
What can I ask an AI assistant in my business software?
Summarising, writing drafts, looking things up, counting and preparing tasks. In stipt that covers conversations, records, the calendar, quotes, forms, tasks and your own figures. The 25 examples above give an idea, but any question in plain language is allowed.
Can the assistant send emails or move appointments itself?
Not in the chat. dot prepares drafts and suggestions and you carry them out. Only the separate WhatsApp bot for customers answers on its own. It can only reschedule or cancel an appointment once you switch that action on, and after the customer taps Confirm in WhatsApp. That bot is off by default.
Do I need special prompts?
No. Write the way you talk to a colleague and make sure the record or conversation is open, or refer to it with a #. If the answer is too broad, just ask again or name the record.
Does every colleague see the same?
No, what dot answers depends on your rights. Analytics and margins need analytics access (an admin, or a colleague with the Analytics right), whoever may not see prices does not get them and dot only counts the conversations you can see in your inbox.
What if the answer is wrong?
Give a thumbs down on the answer, optionally with a note. Admins see all feedback in Studio and can add an answer dot was missing as a knowledge base item, so he knows next time.
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