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Getting Started with the Chatbot

The Prelix Forms AI chatbot is designed to understand natural language and provide helpful, contextual responses. Here’s how to make the most of your interactions.

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Starting a Conversation

1

Open the Chat

Click the chat icon in the bottom-right corner of any page to open the chatbot interface.
2

Greet the Assistant

Start with a simple greeting like “Hello” or “Hi” to begin the conversation.
3

Ask Your Question

Type your question or describe what you need help with in natural language.
4

Review the Response

Read the chatbot’s response and follow any suggested actions or links provided.

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Effective Communication Tips

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How to Ask Questions

Clear and detailed questions get better answers:✅ Good: “How do I export my quarterly business report as a PDF with password protection?”❌ Vague: “How do I export?”✅ Good: “I’m getting an error when uploading a 5MB PDF file. What could be wrong?”❌ Unclear: “Upload not working”

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Question Types That Work Well

Step-by-step guidance:
  • “How do I create a new form from a template?”
  • “How can I improve the quality of my AI-generated reports?”
  • “How do I set up team sharing for my reports?”
  • “How can I upload multiple files at once?”
Understanding features and concepts:
  • “What’s the difference between quick and deep analysis?”
  • “Can you explain how voice input works?”
  • “What are the benefits of different export formats?”
  • “Why is my report taking longer to generate?”
Problem-solving assistance:
  • “My file upload failed. What should I check?”
  • “The AI report seems inaccurate. How can I improve it?”
  • “I can’t find my saved session. Where should I look?”
  • “Why am I getting a validation error on this field?”
Optimization and improvement:
  • “What are some tips for writing better form responses?”
  • “How can I make my reports more professional?”
  • “What’s the best way to organize my sessions?”
  • “How can I speed up my workflow?”

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Chatbot Response Types

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Understanding Different Response Formats

Standard conversational replies:
  • Direct answers to your questions
  • Explanations and clarifications
  • Step-by-step instructions
  • Tips and recommendations
  • Links to relevant documentation

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Advanced Interaction Features

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Follow-Up Conversations

Building on previous exchanges:
  • The chatbot remembers your conversation context
  • You can ask follow-up questions without repeating information
  • Reference previous responses with phrases like “Can you explain that more?”
  • Build complex conversations over multiple exchanges
Changing subjects smoothly:
  • Clearly indicate when you want to discuss a new topic
  • Use phrases like “Now I have a different question about…”
  • The chatbot will adapt to new contexts while maintaining helpfulness
  • You can return to previous topics by referencing them
Getting better answers:
  • Ask for clarification if responses aren’t clear
  • Request more detailed explanations when needed
  • Ask for examples or specific use cases
  • Request alternative approaches or solutions

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Contextual Assistance

Page-Aware Help

The chatbot knows which page you’re on and can provide relevant assistance.

Activity Recognition

Understands your current activity and offers appropriate guidance.

Progress Tracking

Can help you understand where you are in multi-step processes.

Error Context

Provides specific help when you encounter errors or issues.

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Common Conversation Patterns

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Effective Conversation Starters

When you need assistance:
  • “I need help with [specific task]”
  • “Can you guide me through [process]?”
  • “I’m having trouble with [feature]”
  • “What’s the best way to [accomplish goal]?”

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Sample Conversations

Example conversation flow:User: “Hi, I’m new to Prelix Forms. Can you help me get started?”Chatbot: “Welcome to Prelix Forms! I’d be happy to help you get started. Are you looking to create your first report, or do you have a specific type of document in mind?”User: “I need to create a monthly business report for my team.”Chatbot: “Perfect! For monthly business reports, I recommend starting with our ‘Monthly Business Report’ template. It includes sections for financial metrics, project updates, and team performance. Would you like me to guide you through selecting and customizing this template?”
Troubleshooting example:User: “My PDF file won’t upload. It keeps failing.”Chatbot: “I can help you troubleshoot the PDF upload issue. Let me ask a few questions: How large is the file, and what error message are you seeing?”User: “It’s about 12MB and says ‘Upload failed - file too large’”Chatbot: “That’s the issue! Our file size limit is 10MB per file. You can either compress your PDF or split it into smaller files. Would you like me to show you how to compress a PDF, or would you prefer to split it into sections?”

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Chatbot Capabilities and Limitations

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What the Chatbot Excels At

1

Feature Guidance

Explaining how Prelix Forms features work and how to use them effectively.
2

Process Walkthroughs

Providing step-by-step guidance for completing tasks and workflows.
3

Troubleshooting

Helping diagnose and resolve common issues and problems.
4

Best Practices

Sharing tips and recommendations for optimal use of the platform.

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Current Limitations

What the chatbot cannot do:
  • Cannot directly modify your account settings
  • Cannot delete or edit your reports
  • Cannot access billing or payment information
  • Cannot perform actions that require authentication

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Getting the Most from Your Interactions

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Optimization Tips

Focus on specific outcomes:
  • Clearly state what you want to accomplish
  • Mention any constraints or requirements
  • Specify your timeline or urgency level
  • Indicate your experience level with the platform
Help improve responses:
  • Let the chatbot know if responses are helpful
  • Ask for clarification when something isn’t clear
  • Suggest alternative approaches if needed
  • Report any inaccurate or unhelpful information

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Next Steps

Getting Help & Support

Learn about additional support options and resources available to you.
Interaction Tip: The chatbot learns from each conversation to provide better assistance. The more specific and detailed your questions, the more helpful and accurate the responses will be.