AI: Chat

Computer walkthrough:

Phone Walkthrough:

Handoff's AI chat feature offers a more interactive and intelligent way to create estimates. Here's how to use it:

1. Accessing the AI chat:

• Look for the "Use Handoff AI" bar on any new, or existing estimate to start using AI Chat.

2. Starting your estimate:

• Type your project description directly into the chat bar.

• Click the pre-made templates for common projects.

3. Interacting with the AI:

• The AI will ask clarifying questions to gather more details about your project.

• Respond to these questions to help the AI create a more accurate estimate.

4. Refining your estimate:

• The AI will explain its assumptions and provide an initial estimate.

• You can further refine details like appliance brands or flooring materials.

5. Using voice commands:

• Click the microphone icon to speak your project description or responses.

6. Reviewing estimate history:

• Scroll through the left-hand panel to view your conversation history with the AI.

• Click on previous versions to review or revert to earlier estimates.

7. Additional features:

• Ask the AI for ny questions about your estimate, such as summaries of labor hours or material quantities.

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Recap of Key Features:

• Conversation History: You can see every message between you and the AI. It's as easy as reading texts on your phone.

• Version History: Undo any mistakes by jumping back to any estimate version.

• Start with Templates: You can start a new estimate by choosing from common projects. We'll prefill the project description.

• Follow-up Questions: Our AI will ask for project details to ensure it's providing an accurate estimate.

• Voice to Text: Tap the microphone button to speak your instructions from any device.

Try it out at : https://handoff.onelink.me/IRlW/landing

This section covers common issues with Handoff's AI Chat feature and steps to resolve them.

**Error Message: "Network Unavailable. Please Wait."**

- Cause: Network connectivity issue.

- Solution:

- On Desktop: Refresh the web page.

- On Mobile: Close and reopen the app.

- Note: No data should be lost, and the issue usually resolves within a minute.

**Symptom: Horizontal loading bars with no response after one minute.**

- Cause: AI Chat is in a non-responsive state.

- Solution Steps:

1. Refresh the app:

- On Desktop: Refresh the web page.

- On Mobile: Close and reopen the app.

2. Send a prompt message: Try sending a short message like "Please create the estimate" or "Please update the estimate" to kickstart the AI.

3. Log out and log back in:

- Tap your avatar in the top left corner to go to settings.

- Scroll down and click "Log Out." Then log back in.

4. Switch devices: If using a computer, try accessing Handoff from your mobile device, and vice versa.

5. Start a new estimate:

- Copy and paste instructions from your current estimate to a new one to restart the chat session.

- Send a Follow-Up Message: While the AI is loading, sending another message may help it refresh or restart itself.

- Contact Support: If the issue persists, contact our support team. Include details about the issue and, if possible, attach a screenshot or short screen recording to assist in diagnosing the problem.

- Mobile Users: If you've exhausted all self-troubleshooting steps above, try fully uninstalling and reinstalling the app. This can often resolve persistent issues.

**Symptom: Unwanted Estimate Versions**

- Solution: Use the Version History Feature

- Scroll up on the chat screen to view previous estimate versions, shown as white rectangular cards.

- On Desktop, the card will have a green border when hovered over.

- Click on the card, then click the green "Use This Version" button to revert to that estimate.

- All versions are saved, allowing you to switch between versions like checkpoints.

Note: If an estimate issue persists, include specific details of the estimate when contacting support to expedite the troubleshooting process.