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What is the Prelix AI Chatbot?

The Prelix AI Chatbot is your intelligent assistant designed to help you navigate the platform, answer questions, and provide guidance throughout your form completion and report generation process. Available 24/7, the chatbot uses advanced natural language processing to understand your needs and provide relevant, helpful responses.

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Key Capabilities

Instant Help

Get immediate answers to questions about features, processes, and troubleshooting.

Guided Assistance

Receive step-by-step guidance for completing forms and generating reports.

Context Awareness

The AI understands your current activity and provides relevant, contextual help.

Multi-Language Support

Communicate with the chatbot in multiple languages for global accessibility.

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How the AI Chatbot Helps

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Form Completion Assistance

Choosing the right template:
  • Get recommendations for templates based on your needs
  • Understand the differences between template types
  • Learn about template features and capabilities
  • Receive guidance on customization options

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Report Generation Support

Understanding AI processing:
  • Learn about different AI models and their capabilities
  • Understand processing times and quality options
  • Get guidance on customization settings
  • Receive tips for optimizing report generation
Improving generated content:
  • Get suggestions for reviewing and editing reports
  • Learn about quality indicators and metrics
  • Understand how to provide feedback for better results
  • Receive guidance on content enhancement techniques
Distributing your reports:
  • Learn about different export formats and their uses
  • Get guidance on sharing options and security settings
  • Understand collaboration features and permissions
  • Receive tips for professional presentation

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Accessing the AI Chatbot

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Where to Find the Chatbot

1

Chatbot Icon

Look for the chat bubble icon in the bottom-right corner of your screen, available on all pages.
2

Help Menu

Access the chatbot through the help menu in the main navigation or user dropdown.
3

Contextual Help

The chatbot may appear automatically when you encounter issues or need assistance.
4

Voice Activation

Use voice commands to activate the chatbot when voice input is enabled.

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Chatbot Interface

Interactive conversation:
  • Clean, intuitive chat interface
  • Message history and conversation context
  • Quick action buttons for common requests
  • File sharing and screenshot capabilities
  • Voice input and audio responses

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AI Chatbot Features

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Intelligent Assistance

Advanced comprehension:
  • Understands complex questions and requests
  • Recognizes intent and context from conversations
  • Handles follow-up questions and clarifications
  • Maintains conversation context across multiple exchanges
  • Adapts communication style to user preferences
Comprehensive information access:
  • Access to complete Prelix Forms documentation
  • Real-time information about platform features
  • Integration with user account and activity data
  • Access to troubleshooting guides and solutions
  • Connection to community knowledge and best practices
Anticipating your needs:
  • Contextual help based on current page and activity
  • Proactive suggestions for improving workflows
  • Alerts about new features and capabilities
  • Reminders for incomplete tasks and follow-ups
  • Performance optimization recommendations

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Personalization and Learning

User Preferences

The chatbot learns your preferences and adapts its responses accordingly.

Usage Patterns

Recognizes your common workflows and provides tailored assistance.

Skill Level Adaptation

Adjusts explanation complexity based on your experience level.

Language Preferences

Communicates in your preferred language with cultural awareness.

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Common Use Cases

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Getting Started

First-time user assistance:
  • Platform orientation and feature overview
  • Account setup and configuration guidance
  • First form completion walkthrough
  • Introduction to key features and capabilities
  • Best practices and tips for success

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Ongoing Support

Immediate assistance:
  • “How do I export my report as PDF?”
  • “What file formats can I upload?”
  • “How do I share a report with my team?”
  • “What’s the difference between AI models?”
  • “How do I change my language settings?”
Problem resolution:
  • Troubleshooting upload issues
  • Resolving processing errors
  • Browser compatibility problems
  • Performance optimization
  • Account and billing questions
Optimization guidance:
  • Tips for better report quality
  • Workflow efficiency improvements
  • Security and privacy best practices
  • Collaboration optimization
  • Advanced feature utilization

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Chatbot Limitations and Guidelines

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What the Chatbot Can and Cannot Do

What the chatbot excels at:
  • Answering questions about Prelix Forms features
  • Providing step-by-step guidance and tutorials
  • Troubleshooting common issues and problems
  • Explaining concepts and processes
  • Offering best practices and optimization tips

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Best Practices for Chatbot Interaction

1

Be Specific

Provide clear, specific questions for the most accurate and helpful responses.
2

Provide Context

Include relevant details about what you’re trying to accomplish or the issue you’re facing.
3

Follow Up

Don’t hesitate to ask follow-up questions or request clarification if needed.
4

Use Examples

Provide examples or screenshots when describing problems or desired outcomes.

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Privacy and Security

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Data Protection

Secure interactions:
  • Conversations are encrypted and secure
  • No personal data is stored unnecessarily
  • Chat history is kept private and confidential
  • Data is processed according to privacy policies
  • User consent is respected for all data usage
Responsible data use:
  • The chatbot only accesses information necessary to help you
  • Sensitive information is handled with extra security measures
  • No data is shared with unauthorized parties
  • Users can request deletion of conversation history
  • Compliance with data protection regulations

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Next Steps

Interacting with the Chatbot

Learn how to effectively communicate with the AI chatbot for the best results.
Chatbot Tip: The AI chatbot is designed to be helpful and informative. Don’t hesitate to ask questions, no matter how simple they might seem. The chatbot is here to help you succeed with Prelix Forms!