Skip to main content
All CollectionsAdd-ons
Personalised Assistant
Personalised Assistant
Training avatar
Written by Training
Updated over a week ago

Features of Personalised Assistant

  • Personalised Assistant

    Upload PDF, Word, or Excel documents with your business and product-specific information. Dana AI will use this information to respond to queries.

  • Specific Training

    The feature is configured with the specific details of your business, including product catalogues. It supports documents in PDF, Word, and Excel formats for training.

  • 24/7 Availability

    Always available to respond to your queries at any time.

  • Fast and Accurate Responses

    It allows you to respond more quickly to customer queries, improving response accuracy and speeding up sales cycles.

  • Response Efficiency

    You can make technical or product-related queries directly to the Personalized Assistant . It will provide answers based on the information it has been trained with.

  • Task Automation

    The Personalized Assistant will suggest next actions and complete all fields needed, eliminating the need to fill out lengthy forms.

Benefits of Dana AI Personalised Assistant

  • Reduced Query Time

    Minimises the time spent searching for information and making technical queries.

  • Improved Sales Management

    Facilitates more efficient management of queries and responses, optimising sales processes.

  • Permanent Availability

    Offers continuous support, available at any time to resolve doubts and queries.

The Personalised Assistant is a useful tool for ForceManager users who want to improve efficiency in managing technical and product queries, providing quick and accurate responses without the need to consult additional documentation or contact the back office.

Questions and Answers

1. Can it read documents uploaded to ForceManager?

Yes, Dana can read any text-based document, such as PDFs or Excel files. However, it requires a special channel to understand and interpret the documentation.

2. Is it necessary to have a ChatGPT account to use the Personalized Assistant?

No, it's a proprietary functionality of ForceManager and is available in all accounts from the Starter level upwards.

3. How do we upload technical business information?

It is necessary to structure the information in a document. Clients can contact their Customer Success representative for assistance in this process.

4. Can it perform calculations for machinery offers?

Yes, as long as the formula is described in the documentation.

5. Does it support other languages?

Yes, it natively supports Spanish, English, and Italian, and can translate to other languages based on user input.

6. How long does it take to train it?

It depends on the scope and complexity of the documentation. It requires collaboration between ForceManager and the end user.

7. Are the entered data secure?

Yes, ForceManager is certified with ISO 27001, ensuring data protection and security. More info here.

Did this answer your question?