Agent Assist Quick Start Guide

Welcome to Agent Assist! You now have a powerful AI assistant on your website, ready to help customers 24/7. This guide will help you get started and make the most of your new tool.

Step 1: How to Log In

Your journey starts at the Agent Assist Admin Panel. You should have received an email with your login link.

Step 2: Monitoring Conversations - The Chat Page

The Chat page lists every conversation, past and present. Click on any chat to see the full transcript and an AI summary.

How to Take Over a Chat: If you see a conversation in progress and want to jump in, it's easy:

  • Click on the chat you wish to take over.
  • In the top left, click the Take over chat toggle.
  • You can now type directly to the customer. When you're done, toggle it off to hand the conversation back to the bot.

Reservation Statuses:

  • In progress: The chat is still ongoing.
  • Done: The chat is complete, and a reservation was made.
  • General inquiry: The chat is complete, but a reservation wasn’t made

Step 3: Viewing Performance - The Dashboard

The Dashboard is your command center for performance metrics. It gives you a high-level view of your chatbot's activity, with data updated daily.

Key Metrics to Watch:

Total Conversations: How many chats have come in?

Total Conversions: How many of those chats resulted in a reservation?

Sentiment: The overall tone of the chat (Positive, Negative, or Neutral). This helps you quickly gauge customer satisfaction.

Task Complete: Was the customer's goal achieved, even if it wasn't a reservation?

Pro Tip: Use the Office Hours and After Hours buttons to see how much work Agent Assist is doing for you when your staff is off the clock! To export data, simply select a date range and click the export icon.

Step 4: Try It Out! Hands-On Checklist

The best way to learn is by doing. Spend 10-15 minutes testing the bot as if you were a customer.

Simulate a New Customer

  • Open your website and click “Chat Now.”
  • Search by ZIP code or city/state to find a facility.
  • Filter units by size, amenities, and price.
  • Reserve a unit by entering your details and a move-in date.

Simulate an Existing Tenant

  • Ask the bot: “What’s my gate code?”
  • If you have a test tenant marked as delinquent in your software, use this to verify the bot does not provide the code.
  • Clear the delinquency, then ask again and confirm the code is texted to the phone on file.

Explore the Admin Panel

  • Go to chatadmin.storable.io and log in.
  • On the Chat Page, open your test chats and review the AI summary.
  • Try the “Take over chat” toggle.
  • On the Dashboard Page, filter for today’s chats and review the metrics.

Bonus Ideas

Test how the bot responds to your specific FAQs (e.g., "what are your hours?").

Try a move-in date outside your allowed window to confirm it creates a Lead.

Ask to “talk to a human” and observe the handoff response.

Step 5: Pro Tips for Success

  • Monitor sentiment to catch and address negative customer experiences early.
  • Watch conversion trends on the dashboard to measure your return on investment.
  • Keep your FAQs updated with Storable support to ensure the bot has the most accurate answers.
  • Use the Take Over toggle whenever you see an opportunity to provide a personal touch for a customer in a live chat.

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