The AI assistant

The Perfony assistant answers your questions about using Perfony: how to create a meeting, archive a folder, manage several folders at once… It relies on the articles of the Perfony academy and gives you, under each answer, the links to the articles it used.

Before you start

• The assistant must be enabled by the administrator of your instance (Third-party software: artificial intelligence card of the company settings, see Setting up artificial intelligence). Otherwise the bubble does not appear.
• Nothing to install: the assistant is in Perfony, on a computer as on a phone.

Open the assistant

1. Click the bubble at the bottom left of the screen.

Ask a question

1. Type your question in the input area, then press Enter (or the send button). While the answer is being written, three animated dots are shown.
2. Under the answer, the References: list links to the academy articles used. Click a title to open the full article.

You can ask a follow-up question (“And to archive them?”): the assistant takes the current conversation into account.

Good to know

• The assistant answers in the language of your question, and searches first the academy of your interface language. When it has no useful article, it relies on the English academy.
• It only answers questions about using Perfony. For an unrelated question, it says so and points you to the academy.
• It does not read your folders, meetings or actions: it explains how to do things, it does not do them for you. To act on your data in plain language, use the Perfony connector for Claude.
• The eraser clears the conversation; the cross reduces the window to the bubble. The Open the Perfony academy link leads to the full academy.
• The assistant has a monthly quota of its own for your organization. When it is reached, a message says so until the next month.
• If the assistant is “temporarily unavailable”, try again in a few minutes.