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How to Use the AI Assistant

Get quick answers with Streamline’s AI-powered Chatbot, available inside your account.

Last Updated: August 2025

Accessing the Chatbot

While signed into your Streamline Admin account, look for the Chatbot bubble in the bottom-right corner of your screen.

  • Click the red chat icon to expand the chat window.

  • Click the X icon to close the bubble.

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⚠️ For security reasons, the Chatbot cannot search or access content on your Streamline website.

⚠️ The Chatbot is available only to staff members logged into Streamline.

⚠️ Customers and portal users do not have access to the Chatbot.

Asking Questions

Once the chat window is open, you can:

  • Start a new conversation by clicking the chat icon in the top-right.
  • Continue a previous conversation from the list.
  • Browse Knowledge Base articles by selecting the Help tab.

The AI Assistant responds using information from multiple trusted sources, including Streamline’s Knowledge Base.

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After Receiving a Response

When the AI Assistant replies, you can provide feedback:

  • 👍 Your question was answered

  • 👎 Your question was not answered, and you need more support

If your question isn’t fully resolved, you’ll have the option to connect with a member of Streamline’s Customer Support team.

Continuous Improvement

The AI Assistant is updated regularly with new knowledge.

✨ That means a question it can’t answer today may be answered in the future as its training and resources expand.