Overview

The Infigo Assistant is built into your admin area. Click Ask AI in the top bar to open it, type a question the way you would ask a colleague, and it answers from the Infigo Academy: a short summary, the steps to follow, and links to the articles it used. There is nothing for you to install or configure. The Infigo Assistant is in beta, and your feedback helps us improve it.

Interactive walkthrough

Step-by-step

1. Open the Infigo Assistant from the top bar

   The Infigo Assistant opens from the Ask AI button in the top bar of the admin area, on the right, next to Clear cache. It has a sparkle icon and a Beta badge.

   1. Log in to your admin area. Any page will do.
   2. Click Ask AI in the top bar.

   A panel opens on the right, headed Infigo Assistant with Chats at the top. The page you were on stays in view beside it, and the panel stays open, with your chat, as you move between admin pages, so you can follow an answer while you work. Keyboard shortcut: Ctrl + . opens and closes the panel; Esc also closes it. If you don't see Ask AI, ask Infigo Customer Support to give your admin login access to the Infigo Assistant.

   Ask AI (Beta) - top bar of every admin page

   

2. Type your question and press Enter

   The panel opens on a welcome screen that says How can I help you today?.

   1. Click the Ask anything... box.
   2. Type your question as a full sentence, for example How do I set up a fixed rate delivery charge?
   3. Press Enter, or click the round arrow button. Use Shift + Enter if you want a new line inside your question.

   Three dots show while it is working; the answer usually appears within a few seconds. Full questions that name the feature and what you want to achieve get better answers than single keywords: see Get better answers on the Overview tab.

   Type a full question, press Enter

   

3. Read the answer

   Your question appears on the right and the answer below it. For a how-to question the answer is usually a short summary followed by numbered steps, with menu paths and button names in bold (for example Configuration > Delivery > Delivery Computation).

   1. Scroll the panel to read the whole answer.
   2. The small numbers in grey circles show which source each part of the answer comes from. Most of them match the numbered Sources list in step 4, which shows up to five articles; occasionally a number refers to a source beyond those five.

   Answers are generated from the Academy, so they describe the platform in general rather than your own storefront. Follow them in your admin area, and check the source article if something does not match what you see.

   Step-by-step answer; small numbers = sources

   

4. Open the sources to read the full article

   Under each answer is a Sources button with a count (for example Sources 4).

   1. Scroll to the end of the answer.
   2. Click Sources. The list opens and shows the Academy articles the answer was based on, up to five.
   3. Click an article title. It opens in a new browser tab, so your chat stays where it is.

   Use the sources when you need the full detail: screenshots, videos and every setting on a page. The answer is a summary of these articles. If an article opens on This content is not available, it is no longer published: rely on the answer, and tell us with No (step 6) so we can fix it.

   Sources - Academy articles the answer used

   

5. Ask a follow-up question

   Below the latest answer, Follow-up questions suggests a few related questions.

   1. Click one of the suggestions to ask it straight away, or
   2. type your own follow-up in the Ask anything... box at the bottom of the panel and press Enter.

   The Infigo Assistant remembers the earlier questions and answers in the same chat, so a follow-up such as How would I do that for just one product? is understood without repeating the whole question. Suggestions only appear under the latest answer, and not when you reopen a saved chat (step 11); you can still type a follow-up there. Start a new chat (step 9) when you move on to a different topic.

   Click a suggestion, or type your own follow-up

   

6. Tell us whether the answer was useful

   At the bottom of every answer is Was it useful? with Yes and No buttons, and a Copy answer icon on the right (two overlapping squares).

   1. Click Yes if the answer helped. That's all: the label changes to say thank you.
   2. Click No if it didn't. A short question opens (step 7).
   3. Click the Copy answer icon to copy the answer, for example to paste into your own notes or a support ticket. It copies the text as written, including formatting marks such as ** and the source markers.

   The Infigo Assistant is in beta, and this feedback is how we find answers that are wrong and topics the Academy doesn't cover yet. You can give one No per chat: it applies to the answer you click it under, and after that the No buttons in that chat do nothing.

   Was it useful? Yes / No - and Copy answer

   

7. Say whether the information was outdated

   After you click No, a box asks Was the information outdated?.

   1. Click Yes, it's outdated if the answer describes screens, menus or settings that have changed. Your feedback is sent straight away.
   2. Click No for any other problem, such as a wrong or incomplete answer, or a question it couldn't answer. A comment box opens (step 8).

   Yes, it's outdated - or No for any other issue

   

8. Tell us what was missing, then submit

   The Give us feedback box opens. Your comment is sent to our team together with the chat, so you don't need to repeat the question.

   1. Type what you expected to find, in a sentence or two (the box stops at 1,000 characters). For example: The answer did not mention delivery charges by weight, which is what I needed.
   2. Click Submit Feedback. Click Cancel to close the box without sending anything. If the box is empty, Submit Feedback sends nothing, so always add a comment.

   The most useful feedback names what you were trying to do and what was missing or wrong. We use it to correct answers and to add missing topics to the Academy.

   Say what you expected - then Submit Feedback

   

9. Start a new chat for a new topic

   Each chat keeps its own history, and follow-up questions use it. When you change topic, start a fresh chat so the earlier answers don't steer the new one.

   1. Click the New Chat icon (a pencil on a square) at the top of the panel, or press Ctrl + Shift + . while the panel is open. When the chat list is showing (step 11), you can also click New Chat at the top of the list.

   The welcome screen opens again. Your previous chat is saved (step 11).

   New Chat (Ctrl+Shift+.)

   

10. Know what the Infigo Assistant can't see

    The Infigo Assistant answers from the Infigo Academy. It can't see your storefront: your orders, products, customers or settings. It also can't change anything for you. Ask it How many orders did I receive last week? and it may say it can't work that out from the documentation, or it may point you to the dashboard or report where you can find the figure. Either way, it has not looked at your data.

    • For figures about your own store, use your dashboard and the reports in your admin area.
    • Answers describe the platform in general. A setting it mentions may not be available to your login, or may need Infigo Customer Support to change it.
    • For a problem with a specific order, product or account, contact Infigo Customer Support. You can paste the answer you got (Copy answer, step 6) into your ticket.

    It reads the Academy, not your store's data

    

11. Expand the panel to find an earlier chat

    Your chats are saved to your own admin login, so you can come back to an answer later.

    1. Click the Expand icon (two arrows pointing left) at the top of the panel, or press Ctrl + Shift + E while the panel is open. The panel widens and the Chats list appears on its left, newest first. Each chat gets a short title, usually a summary of its topic such as Fixed Rate Delivery Setup; a brand-new chat may show its question until then.
    2. Type a word in the Search box at the top of the Chats list (not Menu Search... in the admin sidebar) to filter the list by chat title. (It searches titles only, not the questions and answers inside.)
    3. Click a chat to open it.

    Click the same icon again (now two arrows pointing right) to shrink the panel. You can also see your chats without expanding: at the top left of the narrow panel, click Back (when a chat is open) or Chats (on the welcome screen).

    Expanded view: your chats + Search

    

12. Delete a chat you no longer need
    1. In the Chats list, hover over a chat. When it was last used (for example Today) and a bin icon appear on the right.
    2. Click the bin icon.
    3. A box asks Delete Conversation?. Click Delete to confirm.

    Deleting is permanent: the chat and all its messages are removed and can't be restored.

    Hover a chat: date + delete

    

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