Proxima AI Chatbot is a modern and user-friendly tool designed to help users get acquainted with the basic functionality of Proxima Cloud CRM (including the layout and functionality of modules, in-product terminology, connections between modules, usage instructions, etc.). It also provides the ability to contact a Proxima Research International technical support engineer in real-time at any moment in case the virtual assistant's consultation is not sufficient to resolve the issue.

To start using the Proxima AI chatbot, click on the "Help&Support" module.

The Proxima AI chatbot (virtual assistant) will open with a greeting automatically on all types of devices. In the chatbot window, enter your query in the search bar.

You can also change the chatbot's communication language and choose from 30 available languages.

Please note that the chatbot's communication language will not change in an already active session. Therefore, after changing the language, it is MANDATORY to start a new session!

To start a new session with the chatbot, follow these steps:

Logic of the Virtual Assistant’s Operation:

After each response, you will see the message “Was this helpful?” (1) — you need to choose either “Yes” (2) or “No” (3).

Without clicking Yes or No, you can still enter your next question or request more detailed information in the query field (4).

If you select the “Yes” option (2), you can continue the conversation with the chatbot and ask the next or a follow-up question (4).

If you select the “No” option (3), the chatbot will suggest rephrasing your query or asking your question in a different way (5), along with two new options: “Yes” or “No” again.

If you then choose “Yes”, you can continue the conversation with the chatbot.

If you choose “No” (6), the chatbot assistant will offer to connect you with technical support (8) to help resolve your issue. You will need to click “Yes” again (7) to confirm.

After that, communication with a Live Agent (a real person) will begin via the chatbot.

Please note that for clients with the "Basic Support" level, communication with the technical support engineer is available only to system administrators!

Users without administrator rights on the basic support level will see the following message:

If you clicked that the chatbot's response was helpful:

Next, the question “Is there anything else I can help you with?” (1) will appear. If you would like to ask the chatbot an additional question, click the “Yes” option (2). After selecting “Yes,” the interaction will repeat in a loop.

If you are satisfied and have no further questions, you can either click “No, thank you” (to end the chatbot session), or click “Submit for session analysis” (3).
If you choose “Submit for session analysis,” your session will be recorded on our side for further review, to help improve the chatbot’s algorithm.

Please note that clients with the basic support level will not be able to submit a session for analysis.