RevCent has the ability to integrate AI throughout your account. You can chat with the AI about specific items, as well as trigger the AI automatically. AI assistants can conduct actions based on responses.
When chatting with the AI directly, or an automated AI assistant conducts a chat, RevCent sends the details of the item involved, along with your message to the AI. The AI then responds using the item details and message as the context.
When on an items' details page, and you send the AI a message, the details of the specific item will be sent along with the message. This allows you to ask questions regarding the sale, customer, products, etc.
For example when viewing a sales page you can ask “How much was paid and has it shipped yet?”. When viewing a customers' page you can ask “How many purchases have they made, and are there any refunds.” The benefit of the AI Assistant is that these same questions can be asked beforehand, with the answers pinned on the respective items' page.
The AI integration also allows you to have reports auto generated and analyzed by the AI, delivering raw results and a human readable summary to your email. For example, you can have a report emailed to you at the end of each day explaining your top products, refunds, or any other available metrics.
We are excited about AI, and as AI technology expands and offers more capabilities, RevCent will as well.
At this time RevCent only integrates with OpenAI. We plan to add more sources in the future.
When setting up your third party integration, we recommend the following settings:
OpenAI offers a free tier, however it is limited to 3 requests per minute. If you plan on utilizing the AI feature in RevCent, especially AI Assistants, we recommend adding a payment method. After adding a payment method, OpenAI lets you conduct many more requests without throttling.
RevCent does not charge extra for integrating AI. However, OpenAI does cost money. It is approximately $0.002 per 1000 tokens for gpt-3.5-turbo, as of April 2023. Please read more about OpenAI tokens to estimate your costs. RevCent is not responsible for misconfigured AI settings or charges you incur with OpenAI.
The exchange below, took 1,070 tokens and cost approximately $0.002 as of April 2023.
What did the customer purchase and does the customer have any refunds?
The customer purchased a Laptop X400 for a price of $120.24. According to the data provided, the customer does not have any refunds.
The AI chat box is available when viewing the details page of specific item types, when viewing list tables and when viewing your dashboard. You must have already created a third party integration using OpenAI, and activated AI in your Tools > AI > Settings.
When viewing an items' details page, look for the purple robot button on the bottom right of the page. When viewing a list page, hover over a row and click the robot icon that appears on the far left of the row.
The details and list pages for specific item types have AI chat capability. Those item types are:
When viewing your dashboard you will see a tiny robot icon after running a panel query. Click the robot icon to toggle the chat box. This will allow you to ask questions about the query results specific to the panel. You must run the query first before the robot icon appears.
The dashboard has AI chat capability for specific query type results. Those query types are:
You can create an AI assistant to automatically chat with the AI regarding specific items. The AI assistant can be triggered on a schedule, when an event occurs, when an auto query completes, or as an action in flow. Before enabling an AI assistant, conduct message tests using the chat box to ensure the response you receive is what you want.
Important: We highly recommend you add a payment method to your OpenAI account before using the AI Assistant feature. Too many errors returned from OpenAi due to throttling will cause the assistant to be disabled automatically.
Select the third party integration which will the assistant will use for communicating with the AI.
This is the message that the assistant will send to the AI. Put exactly what you want to say/ask in this box.
Select the AI assistant trigger. This is what will activate the assistant.
Options:
When selecting the Schedule or Flow trigger, you will need to select the item type that is being targeted. For instance, if you want to have the assistant chat about customers, you would select the Customer item type. The Account Event trigger item type is specific to the event selected. Not available when using an Auto Query trigger.
Item types currently supported:
You have the option to ask about only items that match specific filters. This is useful for limiting the amount of messages that will be sent to the AI. You may not want to ask questions about every single customer, only a subset of them. Not available when using an Auto Query trigger.
You can have the message and response automatically pinned to the specific item, making it immediately visible on the items' details page. This is useful for displaying information without having to view the chat box, or ask a repeated question. Not available when using an Auto Query trigger.
You may have an assistant running the same customer multiple times over a given time period. For example, if you ask the AI how much the customer has spent, the answer may change depending on additional purchases, refunds etc. You can “replace” the prior request/response with the latest one. This is recommended as it keeps the information up to date without confusion. Not available when using an Auto Query trigger.
You can also have the AI assistant perform multiple actions after receiving a response from the AI. Add an action, select a target and enter required/stop words. Note: All actions are run independently, and are not run in any specific order. Prevent certain actions from running based on the Proceed settings.
Actions are not required. It is recommended that you test your messages using the chat box when viewing an items' details page before enabling an AI assistant in RevCent. You want to make sure that the message returns the exact response you want.
Each action has the ability to have words or phrases which must be contained in the AI response in order to conduct the action, or not conduct the action. When entering your terms, separate each word/phrase on a new line.
This is useful if you only want to conduct an action when the AI responds with a specific answer or word.
For example:
Your assistant message is the following: “Did the customer call to complain? If yes, respond with the exact phrase ‘customer complained’, if no then respond with ‘no’."
The targets currently supported are:
Below are just a few of the virtually infinite ways to benefit from integrating AI with your RevCent account. We recommend testing all messages and AI responses first to ensure you get the exact response you want.
Utilize the AI assistant to automatically engage a specific customer after they have called customer service with an issue. Send a personalized follow up email to the customer 15 minutes after the call has ended. We use the note.created event to initiate the assistant, and then use AI to determine if the customer complained. If the AI determines the customer complained, we generate and send a personal email.
note.created
If the notes indicate the customer complained, then reply with the contents of a customized email, with our company name as Store.com. If not, reply with the word "IGNORE"
{{ai_request.ai_content}}
where you want the email content to be placed. Read more about email templates.
Utilize the Auto Query feature with an AI assistant to email you a dashboard report CSV with a human readable summary of the query results. We recommend testing messages within the dashboard before finalizing the message in the AI assistant.
Summarize the results.
{{ai_request.ai_content}}
where you want the email content to be placed. Read more about email templates.
Utilize the AI assistant to automatically attach relevant information, in a human readable format, on a sales' details page. This can help customer service quickly assess the sale information when speaking with a customer, or anyone else when viewing the sale.
When a sale is created and paid, the AI will be asked what products were purchased for the specific sale. The AI response will be pinned to the specific sales' page, which will be immediately viewable by anyone viewing the page. You can ask any question and pin the response, not just products' purchased.
sale.created.success
What products did the customer purchase?
When implementing AI in functions, flows or email templates, you will want to access the AI's response. The AI request object contains all of the details of the specific AI message that occurred. Notice the ai_request.ai_content
property, which is the AI's response to the user_content.
{
"ai_request": {
"created_date": "2023-04-24T17:01:57+00:00",
"created_date_unix": 1682355717,
"id": "vEL2PQo5w6hb9mgwroYJ",
"item_type": "sale",
"item_id": "Q4vj9QoM5lTrpjrdLndA",
"user_content": "How much was the total purchase?", // This is the message that was sent to the AI.
"ai_content": "The total purchase amount was $120.24", // This is what the AI responded with.
"ai_response_details": {
"response_ms": 1373,
"usage": {
"prompt_tokens": 1118,
"completion_tokens": 27,
"total_tokens": 1145
},
"model": "gpt-3.5-turbo-0301",
"object": "chat.completion",
"id": "chatcmpl-QYInTnjuysi8trYuARe3Ml765VPke",
"created": 1682355716
},
"ai_request_id": "vEL2PQo5w6hb9mgwroYJ",
"api_call_id": "rm8VYQG6gmU0LbAdzWwn",
"third_party_integration": {
"id": "VPOlvljWZlt4RGYdWgv4",
"name": "My OpenAI",
"third_party": {
"id": "P6L0kknB9NhG1vEJr07r",
"name": "OpenAI"
}
},
"ai_assistant": {
"id": "9r66AB1Jv1I199nGQO9l",
"name": "My AI Assistant"
}
}
}
When the AI Assistant action is a Function, the functions' event data differs based on the AI Assistant trigger.
Notice the ai_request object is contained within the data object, along with the item_details object. Access the AI's response via event.data.ai_request.ai_content
{
"data": {
"item_details": {
"id": "Q4nGRNpLgpS92QqGLwlX",
"first_name": "George",
"last_name": "Washington",
},
"ai_request": {
"ai_content": "The customers first name is George",
...
}
}
}
Notice the ai_request object is contained along with the query results array. Access the AI's response via event.data.ai_request.ai_content
{
"data": {
"results": [
{
"group_by_value": "Bundle Product",
"sale_sum_amount_gross": 625.92
}
],
"ai_request": {
"ai_content": "According to the results, the total...",
...
}
}
}
When the AI Assistant action is an email template, the templates' input data differs based on the AI Assistant's trigger.
Notice the ai_request object is contained as a property within the input data items' details. Access the AI's response via ai_request.ai_content
{
"id": "Q4nGRNpLgpS92QqGLwlX",
"first_name": "George",
"last_name": "Washington",
"ai_request": {
"ai_content": "The customers first name is George",
...
}
}
Notice the ai_request object is contained along with the query results array. Access the AI's response via ai_request.ai_content
{
"results": [
{
"group_by_value": "Bundle Product",
"sale_sum_amount_gross": 625.92
}
],
"ai_request": {
"ai_content": "According to the results, the total...",
...
}
}