Using Smart Assistant in CT Mobile

To start using the Smart Order Assistant, click the ios 3.0 smart assistant icon icon on a record of an Account, Activity, Contact or Order objects.

ios 3.0 smart assistant icon location

You can start chatting with Smart Assistant right away, or:

  • You can choose from three quick actions:

  • Repeat last order

  • Create order from a file

  • Show what agent can do

ios 3.0 smart assistant chat
  • To configure the sales organization and order type for the current chat, click the ios 3.0 smart assistant settings icon icon in the Order Configuration section.

    ios 3.0 smart assistant settings
  • Click ios 3.0 smart assistant add file icon to add a file (image or PDF).

  • Click ios 3.0 smart assistant mic icon to start voice input.

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