Use the AI Assistant

Plan requirement

Subscription x-bees Standard or higher, UC-Business or higher (Collaboration 7)
Also required AI+Data Boost

The AI Assistant rewrites, summarises and drafts from a conversation you were part of, through a fixed set of commands rather than a chat.

The seven commands

You pick a command rather than typing a question. There are seven:

Reply Drafts an answer to the message you received
Summary Condenses the recent messages in the conversation
Rephrase Says the same thing differently
Expand Turns a short note into fuller text
Shorten Cuts a long message back
Explain Explains a term or a topic
Translate Translates into your browser's language

Where to find it

The AI Assistant icon sits to the left of the message field, and next to each message in the conversation. In x-bees it is also on the transcription screen: hover over a phrase and it appears there.

What it acts on depends on where you start. Text in the message field means it works on that text. An empty field means it works on the last message, except for Reply and Summary, which look at the recent messages instead. If the result is not right, Generate again gives you another; Copy puts it on your clipboard rather than sending it.

Web only. The AI Assistant is in the browser version of x-bees and Collaboration 7, and not in the desktop or mobile apps. If a colleague cannot find the icon, that is usually why.

Make your own commands

The seven are not the limit. Under Settings, or the + icon on the assistant screen, you can add a command with a name and a prompt of your own, and it then sits at the bottom of the list alongside the built-in ones. Edit and delete them in the same place.

This is the part worth spending ten minutes on. A team that handles the same kind of message all day gets more out of one command written in their own words than out of Rephrase.

It needs a transcript

The assistant works from text. A call that was never transcribed leaves it nothing to summarise, which is the usual reason it seems to know nothing about a conversation you definitely had.

Read what it produces before you send it. Summaries are convincing and occasionally wrong, particularly with numbers, dates and names. A misheard number in a quotation is your problem, not the assistant's.

The included hours are shared

Transcription, summaries and voice agents draw on the same pool of AI units at company level. Heavy use by one team affects everyone.

Telling people

If conversations with customers are being transcribed and summarised, say so. In most countries that is a legal requirement rather than good manners, and the obligation sits with you.

See also

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