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Attaché: The Digital Assistant in-product

Boost your productivity with our Smart AI Chatbot available in-product

You can now you can get the answers to your Access Attaché questions faster with the Digital Assistant and a new Help Centre in one location. The Digital Assistant uses Generative AI to answer your questions.

For information on the Help Centre, review Navigate the Help Centre.

The benefits of the Digital Assistant include:

  • Instant Solutions: No more waiting - get your answers instantly.

  • Seamless Workflow: Quickly resolve common queries.

  • Always Ready: 24/7 support - day or night.

  • Product-Focused: The Digital Assistant is designed to address product-specific queries rather than company-specific matters such as payroll or HR policies.


Access the Digital Assistant in-product

The Digital Assistant accessed from Attaché Desktop, Attaché Online, Express Leave or the Attaché Help Centre cannot connect you directly with support. When you are using the Digital Assistant from the access points above, you will only be interacting with the AI Bot.

  1. In Access Attaché, click the Access Digital Assistant icon.

  2. Click Ask a question.

  3. At the top of the conversation, the Digital assistant prompts to log into MyAccess if you need to speak to a support engineer.

  4. To interact with the AI Bot, click on one of the four options:

    1. I have an Attaché product question (if it is a product support issue), where you can ask any question to the AI bot. See more detail in the section below: Asking the Digital Assistant questions

    2. I would like to book training: provides the relevant links to Attaché training resources.

    3. I would like to book a consultant: Provides links to the relevant Attaché consulting articles.

    4. I have an account/billing concern: provides the options below which link to the relevant sections from the Account support help centre.


Asking the Digital Assistant questions

  1. Ask your question in the Message field and press Enter or click the arrow icon.

  2. The Digital Assistant searches the Help Centre, and to returns an answer relating to the question.

  3. If there is a number next to a line, hover over it and it will display the referenced help centre article. You can click the article title to open it.

  4. If there are images in the one of the referenced articles, they will also show in the answer.

  5. The Digital Assistant will prompt: Is that what you were looking for?

    1. Say No to keep asking more questions. The Digital Assistant will continue the conversation until your question is resolved or provide you with a link to the Customer Success Portal to contact support via MyAccess portal for our support team to assist you further.

    2. Yes to confirm you have the right answer. The Digital Assistant replies: Great, glad I could help! Feel free to reach out if you need anything else.

  6. You can close the conversation by clicking X in the top right hand of the screen.


Best practices for asking questions in the Digital Assistant

Here are some tips on how to ask the questions that will get you the best answers:

  • Use the assistant within the product you need help with; guidance is tailored.

  • Keep questions short and clear.

  • Rephrase or break down complex issues if needed.

  • Start a new conversation for unrelated topics.

  • Avoid overly specific, personal-data-focused queries.

❌ Not recommended: Has John Doe logged in today?

✅ Recommended: How do I check user login history?


Guidance on Where to Direct Company-Specific Inquiries

For such inquiries, users should consider the following:

  1. Contact your Manager: Your manager can provide guidance or direct you to the right resource.

  2. Reach out to your Payroll Officer: For payroll-specific matters, the Payroll Officer is your key contact.

  3. Coordinate with your HR Team: HR teams are equipped to handle policy and employee-specific questions, ensuring accurate support. These internal channels can offer the security and specificity required for these queries.


Digital Assistant toolbar features

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Description

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The Home icon takes you back to the first screen, and the Ask a question to ask the Digital Assistant another question.

The Messages icon allows you to see a history of your previous conversations with the Digital Assistant

The News icon shows what's new. To view each news article, click the News icon, then click each item to read it. This is where we'll add software release notes and customer newsletters.

The Help icon displays the contents of the Attaché Help Centre, but in a condensed in-product format. You still see article collections and sub-collections in the same order as you see on the Help Centre web page. For more information, see: Navigate the Help Centre.

Banners: When we would like to invite you to an event or notify you of product performance issues, and when we have something exciting to announce, a banner will appear in-product and in the Attaché Help Centre.

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