How to open accounts on the Fastboss Platform?
- Click sign up on the left header menu, you will be redirected to the Fastboss sing up page> https://app.fastboss.ai/?redirect=register#/login
- Insert a Login name, password, email and your company name
You will get inside of the dashboard, now you can insert your personal profile, company profile, and business profile details. These dates are important to teach your assistant about your business. Imagine that you are employing somebody now and you need to make some introductions about you, about the company and about your business. Any employee will need this information to know, before starting to work with you. So, Fastboss virtual assistant will get introduce in about your specific business details. This information will be used by it to fulfill easy all the fields in the documents where you may be speaking about the company or business.
Your personal data will be used for the connection with our customer support service, to reset the password and to identify your account.
Company data will be used by your assistant to make some marketing materials and presentations. Also to fill in variables about your company info, name, address, or details.
Business information will be used by Virtual assistants to better understand your business requirements, specific or needs. To better understand your target market and to easily identify your competitors. By these, your Assistant may clarify for you some recommendations from time to time and make assistance more useful than just document generating tasks.
If you don’t want to fulfill these fields right now, you may skip these steps and do this later, when you will be more inspired.
So, now let’s fill in a personal profile.
Set personal profile
- If you already have registered your login details, then your personal profile may be accessed by the link: https://app.fastboss.ai/#/login, by accessing https://app.fastboss.ai/#/dashboard/settings, you may any time edit your personal and business profile.
- In your personal profile, you will find fields for name, surname, date of birth, street name, number., City, index (zip code), Country, State, email, alternative email, gender, Facebook profile, Twitter profile, LinkedIn profile. The mandatory fields are checked with *. To go on to the next steps of registration you must fill in the mandatory fields.
Set company profile
In the company profile the mandatory fields are starred (*). The detail from these fields will be used to create business documents. And the Assistant will not ask you every time information about your company.
The mandatory fields for your company profile are Name, email, phone, street, number, city, zip code, country, and your company bank account. Usually, the bank account number is used to create invoice templates, agreements, and bills.
Some information included here is useful for marketing documents generation some like license, certification, brand certificates, and copyright.
Others for juridical documents and official letters: company registration number, license, authorizations.
Set Business profile
- Business Model-what your company do? What is your profile and in what specific business area are you working?
- Experience-How many years is your company on the market? If you have something you are proud of your experience, here you may include these facts.
- Year average of final production capacity- how much production is your company able to deliver yearly?
- Delivery Model-if your company has some delivery services, this section is to input these conditions of delivery,. Also here you may input some required time to deliver or special conditions for your goods.
- Delivery Locations- this may include some areas where you can deliver and distance from your deposits to these areas. It is good to include here the name of cities, states, or locations.
- Business mission and vision-any business have some specific vision and mission; we are sure you also have one. Here is the field for your business philosophy.
Set Virtual Assistant profile, avatar, name, and voice
It is nice to see every day a face you like, as your personal Assistant, also, maybe you are more likely to give your assistant a name to feel that is it really a person assisting you. That’s why we’ve created this tool. For your psychological comfort working with your robot assistant.
How to Use a dashboard and call Virtual Assistant?
The dashboard is pretty simple to use, in a few seconds after entering, you will see a short intro tutorial and also on our site is it available a video tutorial on “How to” page.
The dashboard contains 2 vertical menus. On the left side, you may look for all your classified data, as are: Templates, Documents, Products, Services, Business, Customers, Partners, and Competitors. These classified data are included for general business needs, but you may use just a few of them. All the included here information is available for your assistant and it will look inside them any time you need to find something for you. Also, your assistant will learn from these tables of data and will look to help you find more customers, partners, or to be aware of your competitor’s actions.
How to insert a new product, customer, service, partner data?
- If you want to add a new product you may find in the right bottom corner these 3 buttons
For adding one product manually choose ADD NEW button and then, add new product form will appear. After you fill every field click SAVE and you may cancel.
For a better and faster import of all your products listed in an excel file, or in a database, you may choose the IMPORT button and all the list containing your products will be imported directly in the dashboard. Be careful about the table fields in the dashboard and in the CSV file to be the same consecutively, in over cases the information will be confused. Be advised, that SCV file must contain (,) separator, so when you export your excel files to CSV use (,) separator.
Also if you need to export a CSV file containing all your products, use the EXPORT.CSV button.
The same actions will be available for importing, adding a new service, or new customer.
- If you want to add a new service you may find in the right bottom corner these 3 buttons.
For adding one service manually, go to the service table to choose ADD NEW button and then, the form below will appear.
For a better and faster import of all your services listed in an excel file, or in a database, you may choose the IMPORT.CSV button, (near the ADD NEW button), and all the list containing your services will be imported directly in the dashboard. Be careful about the table fields in the dashboard and in the CSV file to be the same consecutively, in over cases the information will be confused. Be advised, that SCV file must contain (,) separator, so when you export your excel files to CSV use (,) separator.
- If you want to add a new customer you may find in the right bottom corner these 3 buttons.
For adding one customer manually, go to the service table choose ADD NEW button and then, the form below will appear. After you fill every field click SAVE and you may cancel.
For a better and faster import of all your customers listed in an excel file, or in a database, you may choose the IMPORT.CSV button, (near the ADD NEW button), and all the list containing your customers will be imported directly in the dashboard. Be careful about the table fields in the dashboard and in the CSV file to be the same consecutively, in over cases the information will be confused. Be advised, that SCV file must contain (,) separator, so when you export your excel files to CSV use (,) separator.
You may choose the kind of customers-for instance if they are B2B or B2P from the respective table. Even if your customer is B2P the steps described above, are available for also fro B2P table.
Why and how to insert competitors? (this feature is in development status)
Your Competitors are your best Teachers!
If you are a Startup your first step is to go and see what your competitors do, what are they do better of all and worse of all? And you the, will know how different you are, what you may do better. Of course, a lot of competitors are old on the market, that’s why it is good to watch their evolution in time and to compare it with yours. Your assistant may help you do that!
It is enough to insert here some competitors’ names and information you know about them, and your assistant will watch in the future their online activity, news, and evolution and will timely inform you about some interesting or important news about them. We believe you will save a lot of time consumed usually for competitors’ activities if you will be informed by your assistant all the time in the future! Besides, you will have a lot of advantages in front of your customers knowing what is going now on your market.
The menu “BUSINESS”.
The menu business is created to make market segmentation more clear for you and your Assistant.
If you have for instance some products/services that are available for a specific type of customers, this is the field where you may separate these segments of customers and goods allocated for them. For instance, if you have for sale shoes for lady’s boutiques and for men boutique, here you may describe these segments separately. These fields are described as Target Market. You must include all you know about the customer profile of this segment. What are they doing (producing, sale?), where are located. Keep in mind that here you don’t have to insert a specific customer name or address, but just a common description of a segment. For instance: “boutiques that sales lady’s shoes are usually located in big malls, and commercial centers, are more situated in the center city area, are oriented to buy this year collections and their segment of customers are business ladies between 35-60 years “.e.t.c.
In this way, your assistant will learn who are your customers and will help to make recommendations to find more customers and to fill correctly commercial offers for them.
How to make templates?
Probably templates are the first important actions made on the Fastboss Dashboard.
Of curse, before making the first template, that it is necessary to fill in the company profile, personal profile, to insert some products and some customers. In over cases, your assistant will tell you “You have no products yet, please create one or use an over template”. After you will make the completion of these fields, the most important Variables will be clarified.
Actually, what is a template?
A template is a routine text document that may have an infinite number of text or pages and are more frequently used in your business life.
Examples of templates: Commercial offer, Sale agreement, Payment notification, Letter for the public organization, Invoice, Bills, Additional conditions for agreement or contracts, Formal Announce, Daily Report (or weekly), Daily Financial report, Requests, Technical Supervision Report, Technical Maintenance Report, Requests, Urgently request, Medical Emergency certificate, Inventory report, Stocks report…, in this list may be added any document you may need to be filled outdoor when is very uncomfortable to keep your laptop or to go far to the office for this document. For instance when you are in the car, the agricultural field, on a building site, in the road helping with an emergency, medical service, in some exceptional situation, hurry situation, or simply in a business conference where you have no place for laptop and you have just your smartphone with you. More simple: any outdoor activity needing an instant document.
So, to start creating a template click on “Templates “on the left side panel and in the window click Create New
The next step will be to open the template editor:
This text editor is very similar to any editors used, so it has the most important tools for text editing.
Next, you may insert here your text using a copy/paste function(Ctrl+C)/(Ctrl+V). You may copy the text from any document used before, and you need to be made as a routine template document. If the parent document has some formatting, it is better to clear all formatting from the text before copying
After you paste the text, on the editor’s page, think about what are the text variables. That means what you change from one situation to another situation. For instance, it can be Customer name, customer address, product, price, discounts, etc. After you found all the variables, replace them with an appropriate variable from the right purple panel, just drag and drop them. If you don’t see the appropriate variable for your situation scroll the panel till down. If after that you can’t find the possible variable to use, please, use variable [ANY TEXT]-for text propositions, [ANY NUMBER]-for numbers and currency, [ANY DATA]=for data (day, month, year). Got till the final of your text and put all the variables that require this kind of document. After you finish, insert some keywords specific for this template, for instance, if this document is a Sales agreement used for shoes include in the keywords: shoes, agreement, sale – in the space under the title.
The title may use the” Sales Agreement„. Save the template and check using it with your assistant to match some possible errors. You may edit the template if you found some mistakes and after save again. When you are sure everything was made correctly, you may use it on your phone next time. In this way, you may do any kind of text documents.
For the documents that need some tables, our team is developing the table feature to be included in the editor’s tools. This tool will be available soon.
Variables. What are the variables? What are Personal, Universal, and Client variables?
The variable is some element, feature, or factor that is liable to vary or change. In our dashboard, the variables are words that are usually changing depending on your business situation as are: Customer name, customer address, products, price, discounts, advance, etc.
Some of the variables are preset: Personal Variables. These are the fields that you filled in your personal or company profile. They are inserted automatically in the docs. Why did we include them? Because sometimes you will need to work with a template that someone from your team shared with you. In this case, the template will take your name, but not your team member’s name (or company name and contacts).
There are also Universal variables – like are data type [TODAY DATE], counter type [ISSUE NUMBER]. These variables are inserted automatically by the assistant depending on what date is today or what count number takes a specific document, the counter works consecutively. These variables don’t take the user’s influence.
The Client Variables are [CLIENT NAME], [CLIENT ADDRESS], [CLIENT PRODUCTS] and all the variables you think may use for your client identification.
If you keep your mouse other a specific variable you may see arguments or comments to this variable, so you will understand better where to use it.
How to use Virtual Assistant on your smartphone?
The Fastboss App is available on the Google Play market now, and the IOS version soon will be available on the AppStore. To download it, go to our homepage https://fastboss.ai from your smartphone and click on the Google Play icon. Or simply search for it in Google Play from the smartphone.
After installing the app on the phone you will include your Login, email, and password. If you opened, your account previously in the dashboard you must insert the same login and password. If you don’t remember your password use the link below the login window to ask a new password from the encryption system.
After successfully login, you will see a short introduction and will be required to confirm your email. After confirming email, just refresh the window of the app and you will go to the next step in your account.
Your assistant will make a short explanatory tour about the work process and after you may start using the app.
The app is made simple, intuitive and user friendly, if you have some comments about some nonfunctional tools or something else to propose to improve it, we are anytime open for our customers! Just write your feedback on our Customer support on [email protected] .
Below are some short bits of advice on how to use a mobile app.
To use a template on your smartphone, click on it and your assistant will start the dialog flow.
- To create a customer- use creates a tab in the customer menu.
- To create a product from the phone -use the create tab in the product menu.
- To share a document -use the share icon.
- To edit a ready issued document- tap 2 times on the document.
- To speak to the assistant – allow the Fastboss App to use your microphone and keep the phone not far from your mouth.
- To check if your assistant understood you correctly- look in the desktop and see the text of your dialog. If it is ok, tap the checkmark.
Any other tools you will discover by the time.
Enjoy your Intelligent Virtual Assistant!