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How to Use AI Search in Your Delightree Account

Search your knowledge base, get a clear answer, and keep working without leaving Delightree

If your team is currently:

  • Sending messages to HQ for questions that are already answered somewhere in Delightree
  • Digging through multiple content areas to find one piece of information
  • Getting inconsistent answers depending on who they ask

Ask AI gives your team one place to ask and one place to get a clear, sourced answer.

Ask AI is available across devices—web, mobile, or tablet—for easy access anywhere, anytime!

How It Helps Your Operations 💡

  • Save Time: Quickly find answers without digging through emails, manuals, or outdated systems.
  • 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.

What's New ✨

Conversational Ask AI. Ask follow-up questions and continue the conversation naturally — no need to start over each time.

Delightree Guide integration. When your own resources don’t have the answer, Ask AI now falls back to the Delightree Guide automatically and labels the source clearly.

Feedback on responses. Users can now share feedback on any Ask AI response directly in the interface.

Multilingual support. Ask questions in English or Spanish and get answers in the same language.

Previous chat continuation. Users can re-open previous Ask AI chats and pick up the conversation from where they left off.

How Ask AI Works

1. Type your question in the search bar

The same search bar you already use. Type a question the way you’d ask a colleague — no special formatting needed. Press Enter for keyword results or tap Ask AI to get a conversational answer without retyping.

2. Ask AI searches your content first

Ask AI searches your existing knowledge bases, forms, training paths, and tasks before anything else. When the answer draws from multiple types of content, results are grouped by source so they’re easy to scan. Each answer shows exactly where it came from — tap any citation to open the original content.

  • Search for answers to operational questions like, “What’s our food safety protocol?” or “How do I handle refund requests?”
  • AI Search pulls information from your knowledge base, including policies, SOPs, training documents, and tasks.

3. Ask follow-up questions

Answers are conversational. Keep the thread going with follow-up questions, and Ask AI offers 2–3 suggested follow-up chips after each answer to help you dig deeper without starting over.

4. If your content doesn’t have the answer — Delightree Guide steps in

When your own resources don’t cover a question, Ask AI falls back to the Delightree Guide for product how-to guidance and clearly labels the source. You can also manually request a Delightree Guide answer at any time.

5. Still no answer? Open a support ticket without retyping

If Ask AI can’t find an answer, it offers to create a support ticket prefilled with your original question, the conversation so far, and the sources already searched — so you’re not starting from scratch.

A Few Things to Know

  • Answer quality reflects content quality. Ask AI pulls from what’s already in your Delightree knowledge bases, training, forms, and tasks. Outdated or incomplete content will produce weaker answers. Use this as a signal to keep your content current.

  • No setup required. Ask AI appears automatically in the existing search bar. Keyword search behavior is unchanged — Ask AI is additive.

  • Language support: Supports typed questions in English and Spanish, with answers in the same language. Voice input and mic-to-text are not available in this release.

  • Conversation memory: Ask AI remembers the active conversation thread. Previous chats can be re-opened and continued. An active thread stays restorable for 30 minutes of inactivity within the same browser tab.

Quick Recap

  • Ask questions from the existing Delightree search bar
  • Answers pull from your knowledge bases, training, forms, and tasks first
  • Citations open the exact source — no guessing where the answer came from
  • Product how-to questions fall back to the Delightree Guide automatically
  • Ask follow-up questions and continue the conversation naturally
  • Re-open previous chats and pick up where you left off
  • Share feedback on any response
  • Supported in English and Spanish
  • No answer? Open a support ticket in one tap, with everything prefilled

How to Get Started 🤓

  1. Open AI Search: Sign in to your Delightree account and find the AI Search option conveniently located 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. Review the Answer: The AI will provide a direct response, linking to relevant forms, SOPs, or training materials.
  4. Take Action: Use the integrated links to jump straight into the necessary task or document.

Pro Tips for Best Results

  • Use clear and specific language in your questions to get the most accurate responses.
  • 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.