How to Use AI Search in Your Delightree Account

AI Search is now conversational

So you can now ask follow-ups, switch languages, and pick up right where you left off. Here's how it works and how you can use it to improve efficiency across your business.

How It Helps Your Operations 💡

• Save Time: Quickly find answers without digging through emails, manuals, or outdated systems, and without having to re-explain what you're asking about.
• Ensure Consistency: Keep all locations aligned with the latest brand standards and procedures.
• Improve Training: Support your team with on-demand access to training resources, speeding up onboarding and reducing downtime.
• Enhance Compliance: Ensure teams have the latest updates to meet operational and regulatory standards.

Key Features of AI Search ✨

1. A Real Conversation, Not Just a Search Box
   • Ask a question, then ask a follow-up, without repeating yourself. For example, ask "How do I create an audit?" and then just ask "Can I schedule it weekly?", no need to say "how do I schedule an audit weekly?" all over again.
   • The assistant remembers what you were talking about within the conversation. If you ask about training checklists and then ask "Can I assign them to locations?", it knows "them" means the checklists.
2. Pick Up Where You Left Off
   • Every conversation is saved. Reopen a previous chat, continue the discussion, and the context carries over across sessions, not just within one sitting.
3. Ask in English or Spanish
   • AI Search now understands and responds naturally in English and Spanish, so your team can ask questions in whichever language they're most comfortable with.
4. Answers You Can Trust, With Sources
   • AI Search pulls information from your Knowledge Base, Training content, and Tasks, in that order, and now shows clearer citations so you know exactly where an answer came from. If the same information exists in more than one place, the response identifies its source.
   • When your own content doesn't have an answer, AI Search can fall back to the Delightree Guide (general product how-to knowledge) instead of hitting a dead end. If you see an answer sourced from the Guide, it just means AI Search is supplementing your team's specific content with general product guidance.
5. Tell Us If It Helped
   • Every answer includes quick feedback controls, so your team can flag whether a response was helpful. That feedback helps improve future answers.
6. Seamless and Integrated
   • Available across devices, web, mobile, or tablet, and connects directly to forms, tasks, or training paths from your search results for immediate action.

How to Get Started 🤓

1. Open AI Search: Sign in to your Delightree account and find AI Search in the search bar at the top of your dashboard.
2. Ask a Question: Type your query into the search bar (e.g., "How do I create a new hire checklist?").
3. Keep the Conversation Going: Ask a follow-up without starting over, or switch to Spanish mid-conversation if that's easier for your team.
4. Review the Answer: The AI will provide a direct response, with sources and links to relevant forms, SOPs, or training materials.
5. Take Action: Use the integrated links to jump straight into the necessary task or document.
6. Come Back Anytime: Reopen a past conversation from your history to continue where you left off.
7. Give Feedback: Use the feedback controls on any answer to let us know if it hit the mark.

Pro Tips for Best Results

• Use clear and specific language in your questions to get the most accurate responses.
• Ask your follow-ups naturally, the way you'd ask a colleague, instead of starting a brand new search each time.
• Regularly update your Delightree Knowledge Base to ensure AI Search reflects the latest information.
• Explore search trends and themes in the tool to understand team needs and optimize resources.

❓FAQs

How frequently does the AI tool update to incorporate newly added material? The system is designed to run daily, ensuring that it captures any modifications made to your Delightree data within the past 24 hours.

Does the AI tool capture audio transcripts from training videos? Yes, the AI tool analyzes the video content to extract relevant information and provides answers based on that analysis. It will also include links to the specific training videos or materials where the information can be found.

Does AI Search remember previous conversations? Yes. You can reopen previous conversations and continue them, with the context intact.

Can I ask follow-up questions instead of starting a new search each time? Yes. AI Search maintains context throughout the conversation, so follow-ups work naturally.

What happens if the answer isn't in our Knowledge Base? AI Search checks the Delightree Guide as a fallback before letting you know it couldn't find the information.

Which languages are supported? English and Spanish today, with more languages planned for future releases.

Can I give feedback on an answer? Yes, every response includes feedback controls so you can flag whether it was helpful.

Can I upload my own documents for AI Search to use? Not yet, custom document uploads aren't available in this release.

Need Help? If you have questions about using AI Search or want additional training, reach out to our Customer Success team. We're here to ensure your franchise runs smoothly and efficiently.

Start exploring the new Conversational AI Search today and empower your team with instant, ongoing knowledge at their fingertips!