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How to interact with crystal

How to interact with crystal

Your crystal advisor turns your data into easily understandable and actionable insights that help you drive smart decision-making and makes your business more adaptive to change.
The more you talk to crystal, the more you’ll get out of your platform. Once you’ve set up your teams and your topics within your Console, you’re ready to interact with your advisor.

Using the advisor on desktop or mobile

Communicating with your crystal advisor is simple. By default, when you and your team log into crystal, your advisor will be the first page you see (although you can switch to the Self-Service Console when necessary, if you’re an admin). You can speak to the crystal advisor digitally or vocally in English, Italian or Spanish, depending on which language your project is in.
Type your questions into the text area and press Enter on your keyboard, or press the microphone button on the page to ask your question vocally (make sure that your microphone is enabled in your browser).
If you need conversation starters to get going with the advisor, press the question mark button at any time to see some example questions. Press Load More to continue viewing suggested questions.
crystal may also suggest some questions at the bottom of your conversation history based on what she thinks you may want to know at that moment.

Notifications from crystal

One of the amazing features of this virtual advisor is that you can customize what crystal notifies you about! Simply tell crystal that you want to be alerted about a specific topic, when a specific data change happens and how frequently. You can also add filters for your topic.
All alerts set through the advisor can be found in a side panel, which you can reach by clicking on the Profile dropdown in the right side of the navigation menu.
The advisor always saves your last 20 messages in your conversation history, so you can simply scroll up throughout the conversation to view past insights, but note that you don’t have the ability to delete or edit any conversation history.
When you land on the advisor, if a new notification has arrived while you were away, the notifications will automatically appear. Otherwise, if you have no unread notifications, you will see a red dot next to the input.
You can always click or tap on the red dot to open all your notifications and scroll through them. Each notification can be dismissed or shown in the conversation. Showing them in the conversation will provide you with a detailed view of the topic.

Sharing is caring!

Note that your conversations with crystal are completely secure, only between you and her. This means that she won’t share your conversations with other teammates. However, if she gives you some insight that you want to share, you can press the ellipsis icon in the top right corner, then download the insight as a PDF or as an Excel spreadsheet.

How does the advisor communicate?

The advisor communicates in various ways (both online and offline) with you, including:
  • Providing you with insights related to your data. This could be after you’ve asked her a question, or the advisor sending you various notifications for data changes and anomalies in your channels.
  • Giving you aggregated data. The advisor not only provides you with topic-specific data, but thanks to its powerful artificial intelligence, she can aggregate multi-channel data for you, giving you a broad overview any time you need.
  • Clickable media. Beyond text responses, the advisor also incorporates various graphs and charts into your conversations to help turn your discussions into actions. These graphic tips are interactive, so you can play with them to continue the conversation.
Do you want to know more on how to interact with the advisor? Read How to ask questions to crystal!
If you have any questions about crystal’s features, you have encountered a problem or you would like to share your feedback, contact us using this form.
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How to interact with crystal
Using the advisor on desktop or mobile
Notifications from crystal
Sharing is caring!
How does the advisor communicate?