The Dashboard Assistant helps you operate Jaaxis through conversation. It is separate from the customer-facing agents you create.
Open the Assistant from the Jaaxis dashboard. On agent and inbox pages, it can use the current page or conversation as context.
Good requests
State the outcome, the target agent, and any constraints:
- “Show me unanswered questions from this agent’s recent conversations.”
- “Draft a clearer persona for a professional dental clinic. Do not save it yet.”
- “Add these approved return-policy answers to the selected agent.”
- “List next week’s pending bookings.”
- “Create a label for refund requests and ask me to review the rule first.”
The Assistant can inspect or change only what your account role allows. Destructive or consequential work should identify the exact target and expected result.
Attach files
Attach supporting files when the task needs them. The dashboard accepts up to the count shown in the attachment control, with a maximum of 25 MB per file. Remove unrelated or sensitive data first.
Review changes
For important changes, ask the Assistant to summarize the current state, propose the change, and wait for confirmation. After saving, verify the result in the normal Jaaxis screen.
Clear conversation permanently deletes the Assistant’s message history for that conversation. It does not undo changes already made to agents or business data.
