Window Master Academy

Chapter 17 of 19

Chapter 17

The AI assistant — how to ask and when to trust it

Ask good questions, read the answer, and know when to escalate.

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Step by step

HTR Assistant

Type a question in plain English and press enter. Follow-ups go in the drawer that opens.

Topic chips

Click a chip to ask a common question in one tap.

Only HTR's knowledge base

If the answer is not in the base, it says so and offers Send to the office. The office answers once and every rep gets it.

Read the badge

Each answer shows high, medium or low confidence, and office answer or knowledge base. Check the Sources under it.

Do not say and Escalate

A red Do not say box and an Escalate to the office note are rules. Follow them in front of the customer.

Province buttons

If the answer depends on the province, pick the province button to get the right answer.

Copy, 👍 and 👎

Copy puts the answer on your clipboard. 👎 sends it to the office for review, which fixes it for everyone.

Ask good questions

Product + size + province beats "is it good?". Example: max width of a casement in triple glass, BC.

WATCH OUT — Never give a price, rebate amount, lead time or code ruling unless the assistant shows it with a source.

Quiz

1. The assistant says it's not in the knowledge base.
2. What does a red Do not say box mean?
3. What does 👎 do?
4. Which question is best?
5. What should you check under an assistant answer?