The Steeple AI Assistant — Overview and usage

Overview

TheAI assistant is a tool integrated into Steeple that allows you to interact with the platform through conversation. It can answer questions about how Steeple works and perform actions on your behalf (create an event, search for an employee, manage notifications, etc.).

The feature is in beta.

Access the assistant

The assistant is accessible from a side panel in the Steeple interface. It opens as a sidebar and remains available while navigating the platform.

Choose a scope

The assistant works by scopes (scopes). Each scope gives access to specific features:

• Administration : manage users, departments, sites, communities, TV screens

• Directory : search for employees, view the distribution by department or site

• News : manage posts and sections

• Events : view the calendar, create events, track attendance

• Shortcuts : manage shortcuts to links, documents, or media

• Feeds : manage automatic or manual content feeds

• Job offers : manage job offers and track applications

• Notifications : view notifications and configure preferences

• Messaging : view conversations and send messages

• Documents : browse, search, and organize documents

To change scopes, click the selection button at the bottom of the conversation. A menu shows all available scopes. The active scope is indicated by a check mark.

Custom agents may also be available if the administrator has configured them. They appear in a separate section of the menu.

Send a message

• Type the message in the text field at the bottom of the panel

• Press Enter to send (or Shift+Enter for a line break)

• The assistant displays "Thinking..." while processing the request

Attach a document

A document can be attached so the assistant can use its content:

• Click the paperclip icon next to the input field

• Select a file (supported formats: PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT, RTF, HTML, Markdown, EPUB)

• The document is analyzed and its content is sent to the assistant along with the next message

• Only one document can be attached at a time

Action confirmation

When the assistant is about to perform a write action (create, modify, or delete something), a confirmation prompt appears with a summary of the intended action. Two buttons let you accept (Yes) or refuse (No).

The assistant never performs a modification action without your approval.

Performed actions

After each action, a collapsible summary shows what was done (for example, "1 action performed"). Click it to see the details of the operations carried out.

Navigation

The assistant can suggest direct links to other Steeple pages as "Go to [Page]" buttons. Click them to navigate directly.

Suggestions

When a conversation opens, the assistant displays a welcome message with question suggestions tailored to the active scope. Click a suggestion to send it directly.

Give feedback

On the assistant's last message, thumbs-up and thumbs-down buttons allow you to rate the response. An optional comment can be added to specify the feedback.

New conversation

To start a conversation again, click the button New conversation that appears in the header when the assistant is not processing a request. The previous conversation is replaced.

Persistence

The current conversation is automatically saved. It is kept even after a page reload or navigation within Steeple. Only one conversation is kept at a time per organization.

What the assistant can do

The assistant can answer questions about how Steeple works and perform actions according to the selected scope. It cannot act outside its active scope.

If no scope is active, the assistant can only answer general questions about Steeple.