Ask Alex

Overview

Alex answers questions about your own workspace — how many calls you ran, how a pathway behaved, what a particular call sounded like, what you have spent — so you can ask in plain language instead of assembling the answer from several screens yourself.

How it works

• Open Alex from the sidebar, type a question the way you would ask a colleague, and the answer comes back with a short work log you can expand to see the steps it took.
• Every answer is read from your own account at the moment you ask, so a number in an answer is the number in your account right then, not a figure carried over from an earlier chat.
• Paste a Conversation ID from Call History and Alex reads that call — what was said, where it ended, why it ended that way — and answers about that call specifically.
• Alex reads; it never changes anything. Nothing in your account moves because of an answer, and a suggestion in the pathway builder is applied only when you choose to apply it.
• Your chats are kept, so you can reopen an earlier question from Recent chats and continue it.

Important fields

• Work log: The steps behind an answer, in plain words. Expand it to see what Alex looked at.
• Recent chats: Earlier conversations, newest first. Opening one restores the full thread.
• Conversation ID: Paste one from Call History and the answer is about that call.

Use cases

• A quick read on yesterday's calls without opening reports
• Understanding why one call ended where it did
• Checking spend and usage before a launch

Tips

• Good to know: Alex only ever sees your own company's data. It cannot read another customer's calls, pathways or spend, and it will say so rather than guess.
• Good to know: a question with no numbers to read — a general how-to — is answered from the guides you are reading now.
• If an answer looks wrong, expand the work log: it names what was read, and a step that returned nothing is marked.

Next step

Ask Alex how many calls you ran this week, then open one of them from Call History.