The following article will guide you with how to use Extensiv AI to pull the information you need, as well as some best practices while doing so.

How to Use Extensiv AI

1. Click the sparkle icon (✨) in the top-right of the Hub navigation bar. The chat panel will slide in from the right.

   

2.  Before typing your question, toggle the mode selector to the appropriate category. There are two options: 
   • Knowledge – This searches the Extensiv Help Center and any SOPs or guides your admin has uploaded. Use this for process questions and how-to guidance.
   • Data – This queries your live operational data: orders, inventory, SKUs, receipts, returns. Use this for data questions.

     

     Asking a data question while under the “Knowledge” option and vice versa will return an error.

      
3. Enter your question in plain English. Some examples are as follows:
   • Knowledge questions:
     • How do I create a receipt?
     • What is the process for handling a return?
   • Data questions: 
     • How many open orders do I have today?
     • Which SKU's are below minimum stock for Acme Corp?

Tips for Best Use

The following are some ways to optimize your use of Extensiv’s AI Chat.

• Be specific: Be as clear and precise with your questions as possible. For example, ask “How do I create returns in 3PL Warehouse Manager?” instead of vague prompts such as “Returns in Warehouse”.
• Ask one question at a time: The AI Chat handles single queries better than multi-part prompts. Be sure to include all relevant details in your question.
• Rephrase when needed: If you are not satisfied with the response from the AI Chat, slight wording changes can improve the results you get.
• Provide feedback: Extensiv is actively improving the chatbot based on user input.