AI Assistant: chatting with Univents
Open the in-app chat assistant, ask questions about your events and team, and get tasks done using natural language.
The Univents Assistant is a chat window built right into your account. It knows your events, your team, and your inquiries, answers questions in plain language, and can take care of tasks for you when you ask. That saves you from clicking through lots of menus.
Opening the assistant
The assistant lives as a round icon in the bottom-right corner of your screen. Here's how to start a conversation:
- Click the round chat icon in the bottom right (Open Univents Assistant).
- The chat window opens. The first time you open it, you'll see a short greeting and a few example questions.
- Type your question into the Ask me anything… (Enter to send) input field and press Enter to send it.
To close it, click Close (the X) at the top right of the window, or press the Esc key. Note: the assistant is currently only available on desktop, not on mobile. The window stays open while you work, so you can ask a new question at any time.
Asking questions and using examples
You don't need to memorize any commands, just write the way you'd speak. When the conversation is still empty, the assistant greets you and shows three clickable suggestions under For example:
- Which events are today?
- Create a quote with the Wedding template
- Who's available next week?
Clicking one of these suggestions drops the text straight into the input field, where you can tweak it or send it right away. The assistant also takes into account which page you're currently on: the current section is shown at the top of the window. So if you ask a question while you have an event open, the assistant usually knows which event you mean without you having to name it again.
What the assistant can do
The three examples above are just a taste. The assistant covers virtually every area of Univents — here's an overview of what you can use it for:
| Area | Examples |
|---|---|
| Events | "Which events are this week?", "Create a new event" |
| Inquiries | "Show me open inquiries", "Create a quote from this inquiry" |
| Schedules | "Create a schedule for event XY" |
| Staff & crew | "Who's available next week?", "Assign staff member XY to the shift" |
| Finance documents | "Create an invoice from the quote", "How many invoices are overdue?" |
| Supplier orders | "Send out the order to the supplier" |
| Contacts | "Create a new contact", "Show me inactive contacts" |
| Contracts | "Send the contract for signature" |
| Function sheets | "Create a function sheet for the event" |
| Inventory | "Create a new product", "Adjust the stock level" |
| Tasks | "Create a task for the team" |
| Reports | "How was revenue last month?", "Show me the top customers" |
| Imports | "Import this spreadsheet of contacts" |
| Translation | "Translate the quote into English" |
| Recurring events | "Extend the recurring event series by three months" |
The assistant also covers further areas, such as locations, booking pages, automation rules, and your workspace settings.
Dictating by voice
If your browser supports it, you can speak your question instead of typing it. A microphone icon then appears next to the input field.
- Click the microphone (Start voice input).
- Allow the browser one-time access to your microphone if it asks.
- Speak your question, the spoken text appears in the input field as you talk.
- Click the button again (Stop voice input) to end the recording.
Any text you've already typed stays put, the dictation is simply appended to it. You can then correct the text and send it with Enter as usual. If no microphone appears, your browser doesn't support the feature, so just type your question instead.
Choosing a model: Simple or Complex
Above the input field you'll find the Model switcher with two options: Simple and Complex.
- Simple is the default and fast enough for most questions and tasks.
- Complex uses a more powerful model suited to harder tasks — the label right next to the button flags a higher cost per message as a result.
Your choice applies for the current conversation: as long as you stay in the same conversation, the setting sticks, even if you navigate to a different page in the meantime. A new conversation always starts back on Simple. While an answer is streaming, the switcher can't be used.
When your AI credit balance runs out
Both questions and actions from the assistant consume your workspace's AI credits — Complex consumes more than Simple. If the balance is empty, the assistant shows the message AI credit used up. Top up your balance to keep using the assistant. For how to check your balance, top it up, or set up automatic top-ups, see AI Credits & Usage.
Confirming actions
The assistant doesn't just answer questions, it can also get things done, for example sending a document or recording a payment. So that nothing happens unintentionally, it asks before such steps. A card appears with a heading describing what it plans to do, a short summary, and the details.
- Confirm runs the action.
- Cancel discards it, and nothing happens.
After you confirm, the card shrinks down to a short line. Using Details, you can expand it again to see exactly what happened and when. If a confirmation sits too long, it expires (Confirmation expired — please enter again); just enter your instruction again.
Finding earlier conversations
Your conversations are saved, so you can return to an old thread at any time.
- Click the speech-bubble icon at the top of the window (Show conversations).
- The Conversations view shows all your previous threads with title and date.
- Click an entry to reopen that conversation.
If you'd like a fresh start, click the pencil icon at the top (Start a new conversation). While an answer is in progress, you'll see the Answering… indicator, and the send button turns into a stop button: with Stop answer, you can interrupt an answer in progress at any time.
Tips
- Be specific: The more precise your question, the more precise the answer. Instead of "Show me events," try "Which events are this week?"
- Use the context: Open the relevant event or inquiry first, then the assistant can refer to it directly.
- Check confirmation cards: For actions like sending documents, read the summary briefly before you click Confirm.
- Follow the sources: When the assistant points you to a help article, a small book icon with a title appears below the answer; clicking it opens the article in a new tab.