Sailthru Help Chatbot

The Sailthruhelp chatbot makes it easy to explore the Help Center and find answers in a natural, conversational way. Whether you’re learning how to use the application, discovering new features, or troubleshooting issues, the chatbot helps you get the information you need quickly.

The open chatbot window

Because it uses natural language, you don’t need to know product-specific terminology to get started.

Note: For tips on how to formulate your questions or instructions, please read the Best Practices.

 

How it works

The chatbot generates AI powered answers based on trusted Help Center content. It does not search the web, ensuring accurate, product-specific results. When asking questions or providing instructions, don’t share any personal information. (see our Privacy Notice for details).

 

Launching the chatbot

The chatbot can be opened from the Help Center and from Sailthru.

From Sailthru, click the icon in the top toolbar:

From the Help Center, click the Chatbot icon in the upper right corner:

The chatbot button is to the right of the search filter dropdown.

The chatbot is opened and ready for use.

Note: Chatbot sessions started from the application and the Help Center are entirely separate conversations and operate independently, each with their own history.

 

Using the chatbot

When asking questions, there is no need to guess keywords or use specific terminology. You can use natural language in a conversational way to ask your question. It is that easy.

The chatbot answers may include links to Help Center articles or videos. When you click a link, the article or video opens in a new tab. To continue your chat, return to the original browser window.

If you navigate to another page in the Help Center or the application, the chat window closes temporarily. You can reopen it at any time and continue where you left off. Your chat history will still be available.

When you close the chat by clicking the X in the top right corner, the chat history is saved and a survey appears where you can rate your experience and leave comments. This feedback is very valuable for improving the chatbot. If the chat is inactive for 24 hours, it will be automatically closed.

You can use the Email Transcript feature available from the Settings menu in the chatbot to email a text file to a given email address; This allows you to store the information and re-use it later, or share it with a colleague or customer.