Using the AI Agent
The AI Agent is a floating chat panel built into every page of Prospo. You can ask it questions, find client records, schedule meetings, and navigate anywhere in the app - all without leaving the page you are on.
Please note that Prospo Agent is an experimental feature. To enable this, Go to user settings(Top bar -> user icon), scroll to the bottom of the page and enable experimental features.
Opening the AI Agent
- Click the chat icon in the bottom-right corner of any page in Prospo.
- The AI Agent panel opens as a floating window.
- You can drag and dock the panel anywhere on your screen.
What you can ask
The AI Agent understands natural language. You do not need to use specific commands. Examples of what you can ask:
- Find a client - "Show me John Smith's file"
- Look up a contact - "Who is Sarah at ABC Pty Ltd?"
- Schedule a meeting - "Book a Teams meeting with client X for next Tuesday at 2pm"
- Search meeting history - "What was discussed in last month's meeting with the Williams family?"
- Draft a communication - "Draft an email to the client summarising today's meeting"
- Navigate - "Take me to the billing page"
- Ask anything about data in Prospo
How the AI Agent works
The AI Agent is powered by Azure OpenAI (GPT-4). It uses function calling across multiple domain areas - clients, contacts, meetings, scheduling, communications, and navigation.
- The agent is aware of the page you are currently on, so its responses are context-aware.
- It queries your organisation's data in real time - it does not make up information.
- For complex questions about a client's history, it draws on the knowledge graph - a structured store of everything known about that client across all meetings, documents, and fact-finds.
Navigating with the AI Agent
You can ask the AI Agent to take you to any section of the app. It will navigate on your behalf without you needing to find the page yourself.
- "Go to settings"
- "Open the billing page"
- "Take me to [client name]'s fact-find"
Personalising File Notes
The AI Agent can remember how you like your file notes written, so your preferences are applied automatically every time — you only have to say it once.
Type / in the chat to see the available commands, or just describe what you want in plain language and the Agent will work out which one to use.
Command | Functionality |
|---|---|
/add-rule | save a rule that applies to every file note you generate |
/add-template-rule | save a rule scoped to one specific file note template |
/show-rules | list your active global rules |
/show-template-rules | list your active rules for one template |
/remove-rule | deactivate a global rule (pick it from the list shown) |
/remove-template-rule | deactivate a rule for one template (pick it from the list shown) |
/add-template | describe a new file-note template in plain language and the Agent designs the structure for you |
/delete-template | permanently delete one of your org's templates (asks for confirmation first — can't be undone) |
You can also just type / on its own to see all available commands, or describe what you want in plain language and the Agent will pick the right one for you.