# Intro Welcome to the Almitee Implementation and Usage Guide. This documentation is designed to assist you in setting up Almitee for your company (managing assets, locations and helpdesk-tickets) and understanding the overall structure and interface of Almitee. Let's dive into the steps and features that will enable you to maximize the benefits of Almitee for your organization!
# Registration To begin utilizing Almitee's services, it's essential to register your company. This guide provides a step-by-step process for registering your company on Almitee's platform. ### Registration Process #### Step 1: Access the Registration Page * Navigate to the Almitee registration page by clicking on the following link: . #### Step 2: Fill Out the Registration Form * On the registration page, complete the form by entering the required information. * Once you have filled in all the necessary fields, click the "Get started" button to proceed. #### Step 3: Email Verification * After submitting the registration form, you will receive a verification email from Almitee. * Open the email and click on the provided link to verify your email address and continue the registration process. #### Step 4: Complete the Registration Form * Upon clicking the verification link, you will be redirected to a registration form. * Enter your personal and company details as prompted. * After filling out the information, click the "Next" button to move forward.
#### Step 5: Enter Company Details * The following section of the registration form requires you to input additional details about your company. * Provide the necessary information and click the "Submit registration" button to proceed.
#### Step 6: Finalize Registration * After completing all sections of the registration form, your registration process will be complete. * You will receive a confirmation email from Almitee. Ensure that you have verified your email address as instructed in the email before attempting to log in.
### Conclusion Once you have followed these steps and received your confirmation email, your company will be successfully registered with Almitee. You can now log in to your account and start exploring the services offered by Almitee. If you encounter any issues during the registration process, please contact Almitee's support for assistance via # Sign In and Password Reset Once you've completed the registration and confirmed your email address, you can log in to your Almitee account. This guide provides detailed steps on how to access and log in to your account, as well as instructions on what to do if you've forgotten your password. ### Logging In to Your Account #### Step 1: Navigate to the Login Page * Visit the Almitee login page by going to [app.almitee.io](https://chat.openai.com/c/app.almitee.io). #### Step 2: Enter Your Credentials * On the login page, enter your registered email address and password in the respective fields. #### Step 3: Sign In * After entering your credentials, click the "Sign In" button to access your Almitee account. ### Recovering Your Password #### If You Forget Your Password * If you cannot remember your password, click on the "Lost password" link available on the login page. #### Password Reset Email * After clicking the "Lost password" link, you will be prompted to enter your email address. An email will be sent to this address with instructions on how to reset your password. #### Follow Instructions * Open the email received from Almitee and follow the provided steps to reset your password. ### Conclusion By following these instructions, you should be able to successfully log in to your Almitee account or reset your password if necessary. If you encounter any issues during the login process or while resetting your password, please reach out to Almitee's support team for assistance via # My Profile The "My Profile" page on Almitee offers a centralized location where you can update your personal information, adjust security settings, and manage account preferences. This guide provides detailed instructions on how to navigate and utilize the features available under the Profile and Account tabs. ### Profile Tab #### Updating Personal Details * To modify your personal details such as your name, contact information, or role, navigate to the Profile tab on the My Profile page. * Click the "Edit" button to make changes to your information. * After updating the necessary fields, save your changes to apply them. #### Changing Profile Image * In the Profile tab, you have the option to update your profile image. * Click on "Profile image" to upload a new image from your device. ### Account Tab #### Resetting Your Password * To change your current password, go to the Account tab and select the appropriate option to reset your password. * Follow the prompts to enter your current password and then create a new one. #### Setting Up Pin or Face ID Authentication * For additional security, you can set up a pin or enable Face ID authentication on our mobile app. * Within the Account tab, locate the "Setup app login" section. * Here, you can choose to enable "Use passcode" or "Use device's biometric" options based on your preference and device capabilities. #### Deleting Your Account * If you decide to delete your Almitee account, you can initiate this process in the Account tab. * Select the option to delete your account, and follow the instructions to submit your request. * Once the request is submitted, Almitee will begin the process of removing your data. Note that there is a period during which you can cancel the account deletion if you change your mind. ### Conclusion The My Profile page on Almitee is designed to give you control over your personal information, security settings, and account preferences. Whether you're updating your profile, enhancing account security, or considering account deletion, these tools are designed to ensure a personalized and secure user experience. Should you encounter any difficulties or have questions regarding the management of your account, Almitee's support team is available to assist you via . # Sign Out When you're finished using Almitee and wish to exit, it's important to securely sign out of your account. This ensures that your account remains secure, especially when using shared or public devices. Below is the step-by-step process to sign out of Almitee. ### Sign Out Process #### Step 1: Locate the Sign Out Option * Click on your profile image and look for the "Sign Out" option. #### Step 3: Sign Out * Click or tap on the "Sign Out" button. This action will log you out of your Almitee account and end your session. ### Conclusion Signing out of Almitee when you're done using the platform is a simple yet vital step to maintain the security of your account. Always ensure you sign out, especially on devices that are not your own, to prevent unauthorized access to your account. If you have any issues signing out or if you suspect that your account has been compromised, contact Almitee's support team for assistance via . # Views Almitee's modules are designed with flexibility in mind, offering various view options to cater to different user preferences and data interaction needs. While each module operates under the same fundamental principles, the availability of different views enhances user experience by providing tailored perspectives on the data. Let's explore how you can navigate and utilize these view options within any Almitee module. ### Accessing Different Views #### Location of View Options * Upon entering any module in Almitee, you'll find view options integrated within or near the search bar. This design ensures easy access and quick switching between different perspectives.
#### Available View Options 1. **List View:** * This is a standard, detailed view where items are listed in a vertical sequence, often with accompanying information displayed in a row format. * Ideal for reviewing details or performing actions on individual items. 2. **Grid View:** * Items are presented in a more visual, card-like layout, providing a snapshot of each item. * This view is particularly useful for modules where visual recognition aids in item identification or comparison. 3. **Map View (if available):** * Data is displayed geographically on a map, allowing for spatial analysis or understanding location-based contexts. * Particularly beneficial for modules dealing with geographical data, locations, or assets. 4. **3D View (if available):** * Offers a three-dimensional representation of data, enhancing depth perception and providing a more immersive interaction with the information. * This view is advantageous for modules where 3D modeling or spatial orientation is crucial. #### Switching Between Views * To switch views, simply select the desired option from the available choices in the search bar area. * The module's content will automatically update to reflect the chosen view, enabling you to interact with the data in the preferred format. ### Conclusion The view options in Almitee's modules are designed to provide a versatile and user-friendly interface, allowing you to tailor your data interaction experience according to your needs or preferences. By understanding and utilizing these views, you can enhance your efficiency and gain deeper insights into your data. If you require further information or assistance with the view options, Almitee's support team is ready to help via . # Add, edit and delete items Almitee's platform provides a consistent user interface for adding, editing, and deleting items across various modules. Understanding this unified approach helps streamline your interactions with the platform, making data management efficient and intuitive. ### Adding Items #### Single Item Addition * To introduce a new item to a module, click the "Add" button, typically found at the top of the module's page. * A form will appear, prompting you to enter the necessary information for the new item. Fill out the form accordingly. * After completing the form, click the "Add" button within the form to save the new item. #### Adding Multiple Items * If the module supports the addition of multiple items consecutively, you can use the "Add + Another" option. * This option allows you to submit the current item and immediately opens a new, blank form to add another item, streamlining the process of entering multiple entries. ### Editing Items #### Accessing the Edit Function * To edit an existing item, go to the item's detail page by selecting it from the overview page. * Click the "Edit" button to bring up the editable form containing the item's details. #### Saving Changes * Modify the details as needed by entering new information or adjusting existing data in the form fields. * Once you've made the necessary changes, click "Update" to save your edits and apply them to the item. ### Deleting Items #### Single Item Deletion * To remove an item, find the trash icon next to the item on the overview page. * Clicking this icon will initiate the deletion process for that specific item. #### Bulk Deletion * If you need to delete multiple items at once, you can select them individually on the overview page. * After selecting the items, press the "Delete" button. This action will remove all selected items simultaneously. ### Conclusion The add, edit, and delete functionalities in Almitee are designed to be user-friendly and consistent across different modules, ensuring a seamless experience. Whether you're managing a single item or handling multiple entries, these features enable efficient data manipulation within the platform. If you encounter any challenges or have questions about managing items, Almitee's support resources are available to assist you via .
# Filters on overview Filters are essential tools on Almitee's overview pages, enabling you to streamline the view and focus on the most relevant information. This guide will walk you through the process of accessing, applying, and managing filters on any overview page within the Almitee platform. ### Accessing the Filter Bar #### Initial Access * The filter bar is not visible by default to maintain a clean interface. To access it, click on the filter icon typically found near next to the search bar. * Once clicked, the filter bar will appear, revealing various options to refine the data displayed on the page. ### Using Quick Filter Options #### Applying Quick Filters * Within the filter bar, you'll notice quick filter options, marked by dashed selections. These are predefined filters that you can apply with a single click. * Selecting one of these quick filters immediately updates the page to display only the items that meet the chosen criteria.
### Adding Custom Filters #### Step 1: Initiate Filter Addition * To create a custom filter, click on the "Add Filter" button within the filter bar. * A dropdown menu will appear, allowing you to choose the specific field you want to filter by.
#### Step 2: Specify Filter Criteria * After selecting a field, you'll be prompted to define the exact criteria for the filter, such as a specific value or range. * Once you've set the criteria, click "Add filter" to apply this custom filter to the overview page. #### Step 3: Combining Filters * After applying your first filter, you can add more filters to further refine the results. Each additional filter works in conjunction with the others to narrow down the displayed items. * You can continue adding filters as needed, tailoring the view to your precise requirements. #### Step 4: Saving Filters * If you've created a filter combination that you plan to use frequently, you have the option to save this set of filters for easy access in the future. * Saving filters can significantly speed up your workflow, especially when dealing with complex data sets.
### Conclusion The filtering functionality in Almitee is a powerful feature designed to enhance your productivity and data management efficiency. By learning how to effectively use filters, you can quickly navigate vast amounts of information and focus on the data that matters most to your tasks and projects. If you need additional guidance on using filters or wish to explore more advanced features, Almitee's support resources are available to assist you via . # Import data In Almitee, certain modules offer the flexibility to import data using Excel or CSV files, simplifying the process of adding bulk entries. This guide outlines the steps to import data efficiently and accurately. ### Initiating the Import Process #### Accessing the Import Feature * When you're in a module that supports data import, click on the "Add" button as if you were adding a new item. * If the import option is available, you'll notice an "Import" link in the top right corner of the dialog or page. * Click on this "Import" link to initiate the data import process. ### Import Process Steps #### Step 1: Upload File * The first step in the modal window is to upload your file. Click the upload area or drag and drop your Excel or CSV file into the designated space. * Ensure your file meets the specified columns for a successful upload. #### Step 2: Select Header Row * After uploading, the next step is to select the header row in your file. This step ensures that the system correctly identifies the column names. * Choose the row in your file that contains the column headings, which will be used to match the data fields in Almitee. #### Step 3: Match Columns * Now, match the columns in your file with the corresponding fields in Almitee. This step is crucial for accurate data mapping. * For each column in your file, select the corresponding field in the system. This ensures that the imported data populates the correct fields in the module. #### Step 4: Validate Data * The final step involves data validation. The system will check the imported data for any inconsistencies or errors. * If there are any issues, you'll be prompted to correct them. This may involve going back to previous steps to adjust mappings or edit the file directly. ### Finalizing the Import * Once all steps are completed and the data is validated, finalize the import process. The system will then integrate the imported data into the respective module. * You will receive a confirmation once the import is successful, and the new data will be visible in the module. ### Conclusion Importing data through Excel or CSV files in Almitee streamlines the process of adding bulk entries, making it more efficient to manage large datasets. By following the structured import steps, you can ensure your data is accurately reflected in the system. If you encounter any issues during the import process or need further assistance, Almitee's support team is available to help via . # Printing QR codes In Almitee, QR codes serve as a dynamic tool for linking physical assets and locations to their digital records. Users can scan these codes to access various functions, such as submitting tickets, interacting with an AI assistant, or retrieving detailed information. Here's a guide on how to generate and print QR codes for assets and locations within Almitee. ### Generating QR Codes #### Overview Page * **Selection:** On the overview page, you can select multiple assets or locations for which you want to generate QR codes. * **Printing Options:** After selection, click on "print QR codes." For assets, you can choose from several QR code styles: * QR code only * QR code with additional information * QR code with the asset's name or number * For locations, the option typically includes the QR code with the location's name or identifier.
#### Detail Page * You can also generate a QR code for an individual asset or location directly from its detail page, offering a quick way to create a QR code for a specific item or location. ### Customizing QR Code Stickers * **Sticker Format Selection:** Almitee allows you to select the sticker format or size that suits your needs, ensuring compatibility with your sticker paper. * **Customization Options:** When setting up your QR code printout, you'll be able to specify various dimensions and spacing to align with your sticker sheet, including: * Width and height of each sticker * Number of stickers per page * Top margin to the first row of stickers * Left margin to the first column of stickers * Horizontal gap between stickers * Vertical gap between stickers
### Printing Process 1. **QR Code Generation:** After selecting your QR code type and sticker specifications, Almitee will generate a PDF containing the formatted QR codes. 2. **PDF Review:** It's recommended to review the PDF to ensure that all QR codes are correctly aligned and formatted according to your specifications. 3. **Printing:** Print the PDF on your sticker paper. Ensure your printer settings match the paper type and size to achieve the best results.
### Usage and Best Practices * **Placement:** Attach QR codes to assets or at locations in a visible and accessible spot for easy scanning. * **Quality Check:** Ensure the QR codes are printed clearly to avoid scanning issues. * **Record Keeping:** Keep a record of where each QR code is placed to streamline future maintenance or updates. ### Conclusion QR codes in Almitee enhance the interactivity and accessibility of asset and location information. By following these steps, you can efficiently create and deploy QR codes, integrating the physical aspects of your assets and locations with their digital records in Almitee. This integration facilitates a more connected and informed environment for users interacting with your organization's assets and locations. # Downloading QR codes ### Introduction This guide outlines the steps for downloading QR codes for assets and locations in Almitee. Users can select multiple items and customize the appearance of their QR codes before downloading them in a convenient zip file. ### Overview Page #### Selection Process 1. **Navigate to the Overview Page:** This is your starting point where you can view and manage multiple assets and locations. 2. **Select Items:** Choose the assets or locations for which you need QR codes. Multiple selections are supported. #### Downloading QR Codes 1. **Initiate Download:** After selecting the desired items, click on the "Download QR codes" button to proceed with downloading the QR codes. 2. **Choose Color:** * A pop-up will appear prompting you to choose a foreground and background color for the QR codes. * You can select any color that suits your requirements. 3. **Confirmation and File Creation:** * Click "OK" after selecting the color. * Almitee will generate a zip file containing all the selected QR codes.
### File Details #### QR Code Naming * **Naming Convention:** Each QR code file is named according to the identifier of the asset or location: * For assets, the file name includes the asset number. * For locations, the file name includes the name of the location. #### Zip File * **File Format:** All selected QR codes are bundled into a single zip file for easy download and management. * **Retrieving the Zip File:** The zip file can be saved to your local system or designated network location. ### Conclusion By following the steps provided in this guide, users can efficiently download QR codes for assets and locations in Almitee. This process enhances the management and operational efficiency by providing easy access to digital records through physical QR codes. # Mapping to 3D Almitee's 3D mapping feature offers an innovative way to visualize assets/spaces within a three-dimensional representation of your building. This functionality not only enhances the understanding of asset placement but also aids in pinpointing issues or assets in specific areas, particularly useful in conjunction with the helpdesk module. ### Setting Up 3D Views #### Initial Setup * To begin mapping assets/spaces in 3D, access the overview page and look for the 3D icon. * If your building or location doesn't yet have a 3D render, you'll need to upload a detailed floorplan for each site location. Almitee will use this floorplan to create a 3D render for you.
#### Providing Details for 3D Rendering * Ensure that the floorplan includes all necessary details required for an accurate 3D render. This might include dimensions, key landmarks, room numbers, and other relevant features. * Once you've submitted the floorplan, Almitee's team will process the information and generate a 3D render of your site. ### Mapping Assets in 3D #### Accessing the 3D Render * Once the 3D render is available, click on the 3D icon in the overview to load the rendering interface. #### Mapping an Asset * Locate the asset you want to map in the assets list. Next to it, you'll find a position icon or similar option. * Click the position icon, which will allow you to interact with the 3D render. * Within the 3D view, click the specific location where the asset should be placed. This action maps the asset to that point in the 3D space. * Confirm the placement by clicking the save icon.
### Mapping Spaces in 3D #### Accessing the 3D Render * Once the 3D render is available, click on the 3D icon in the overview to load the rendering interface. #### Mapping a Space * Locate the space you want to map in the space list. Next to it, you'll find a position icon or similar option. * Click the position icon, which will allow you to interact with the 3D render. * Within the 3D view, click the specific location where the space should be mapped. This action starts mapping the space to the render. Repeat this action until the whole space is mapped on the render. * Confirm the space on the render by the save icon.
### Benefits and Use Cases * **Enhanced Visualization:** 3D mapping provides a comprehensive view of where assets/spaces are located within the structure, aiding in faster identification and access. * **Issue Resolution:** When integrated with the helpdesk, the 3D view can help quickly identify where reported issues are occurring within the building. * **Asset Management:** Improved tracking and management of assets, especially in complex or large-scale environments. ### Conclusion Utilizing the 3D mapping feature in Almitee can significantly enhance the way assets/spaces are managed and visualized within your organization. By integrating a detailed spatial perspective, you can achieve a deeper understanding and control over asset placement and issue resolution within your facilities. # Pull to refresh If the data does not reflect the changes you've made, it might be because the front-end cache hasn't been updated properly. To refresh the data, perform a pull-to-refresh action in the app or press Ctrl + F5 in the browser. If you encounter this issue, please report this to . # Grid columns ### Introduction This guide provides step-by-step instructions for managing the visibility of columns in the grid tables of the application. Users can customize their view by showing or hiding specific columns, as well as resetting to the default column settings when needed. ### Accessing Column Management To manage the visibility of columns in a grid table: 1. Locate the header of the column you want to alter. 2. Click on the three dots icon (⋮) next to the header of the column. This action will open a dropdown menu. ### Showing and Hiding Columns After opening the dropdown menu: 1. Select the option ‘Manage Columns’. This will open the column management interface. 2. In the column management interface, you will see a list of available columns with checkboxes next to them. 3. To hide a column, uncheck the checkbox next to the column name. 4. To show a hidden column, check the checkbox next to the column name. 5. Once you have made your selections, the changes will be applied immediately, and the grid table will update to reflect the columns you have chosen to show or hide. ### Resetting Columns to Default If you need to restore the columns to their default settings: 1. Open the column management interface by clicking the three dots icon (⋮) next to any column header and selecting ‘Manage Columns’. 2. Click the ‘Reset Columns’ button. 3. This action will reset all columns in the application to their default visibility settings. Please note that this will affect all tables in the application at once. ### Notes on Column Settings * **Local Storage:** Column visibility settings are saved locally on your device. This means the changes you make will be retained on the same device and browser, even after closing and reopening the application. * **User Independence:** Column settings are not tied to individual user accounts. Any changes made will affect anyone using the same device and browser. ### Conclusion By following the steps outlined in this manual, you can easily customize the columns in your grid tables to suit your needs. Whether you need to focus on specific data or restore the default view, the application provides simple and flexible options to manage your column settings. # Managing tickets Almitee offers versatile ways to create and manage support tickets, ensuring users can report issues or seek assistance effectively. Understanding the ticketing process and its features will enhance your ability to respond to and resolve user inquiries or problems efficiently. ### Creating Tickets Tickets in Almitee can be initiated through various methods, catering to the convenience and specific contexts of users: 1. **Inbound Email:** Users can send an email to a designated support email address, which automatically creates a ticket within Almitee. 2. **QR Code Scanning:** For physical assets or specific locations, scanning a QR code can directly create a ticket related to that asset or location. 3. **Manual Entry:** Users or support team members can manually [add a ticket directly within the Almitee platform](/general-actions/add-edit-and-delete-items).
### Ticket Detail Page Upon selecting a ticket, you're directed to its detail page, which is segmented into several tabs: 1. **Info Tab:** Provides a comprehensive overview of the ticket, including historical changes, current status, and essential details. 2. **Chat Tab:** Displays the communication thread between the support team and the ticket reporter. 3. **Notes Tab:** Contains internal notes visible only to the support team, aiding in collaborative resolution efforts. 4. **Attachments Tab:** Houses all documents, screenshots, or other files linked to the ticket.
### Ticket Linkage * Tickets can be associated with an asset, a location, or be standalone, depending on the nature of the issue reported. ### Sidebar Quick Actions * The sidebar on the ticket detail page allows for quick modifications such as updating the ticket's status, assignee, or due date.
### Communication and Resolution * To communicate with the ticket reporter, click "send message." This sends an email to the reporter with a link to the ticket, enabling a direct response. * You can attach files to your messages, which then become accessible in the Attachments tab. ### Handling Unknown Reporters * If the reporter is not an existing contact within your organization, you can add them as a new contact linked to a client. Clients can be associated with Service Level Agreements (SLAs), which can automatically dictate the due date based on the SLA's terms. ### Leveraging AI for Solutions * Almitee provides a "fix with AI" feature, utilizing your knowledge base to suggest potential solutions for the issue at hand. This AI-driven advice can then be communicated to the reporter, streamlining the resolution process.
### Conclusion Almitee's support ticket system is designed to facilitate efficient issue tracking and resolution, enhancing the support experience for both users and support staff. By leveraging these tools and features, you can ensure timely and effective responses to support inquiries, maintaining high satisfaction and productivity levels within your organization. # Managing assets Almitee's assets module offers a comprehensive system for managing your organization's assets, allowing for both individual additions and bulk imports. Assets can be linked to various entities within your organization, providing a detailed and interconnected asset management system. ### Adding Assets #### Individual Addition * You can [add assets manually](/general-actions/add-edit-and-delete-items) by entering their details, such as name, category, model, and associated links (e.g., user, location, client). #### Bulk Import * For mass asset entry, use the import option, which typically supports formats like CSV or Excel. This feature streamlines the addition of numerous assets simultaneously, ensuring efficiency and consistency in data entry. ### Asset Linkage An asset in Almitee can be associated with several elements: * **Model:** Defines the parent type or category of the asset, helping in organizing and managing similar assets. * **User:** An asset can be assigned to a user, indicating possession. * **Location:** Linking an asset to a location helps in tracking its physical whereabouts. * **Client:** Assets can be associated with clients, useful in service or rental scenarios. * **Responsible User:** Designates a user accountable for the asset's maintenance or management. * **Department:** Associating assets with specific departments can aid in resource allocation and accountability. ### Asset Detail Page Upon selecting an asset, you'll access its detail page, which is divided into several informative tabs: 1. **Info Tab:** Consolidates all pertinent details about the asset, offering a comprehensive overview at a glance. 2. **Documents:** Stores and manages documents related to the asset, such as manuals, warranties, or contracts. 3. **Tickets:** Displays any helpdesk tickets linked to the asset, facilitating issue tracking and resolution. 4. **AI Chat:** Features an AI assistant tailored to the asset, allowing users to interact and get assistance or information directly. 5. **Knowledge Base:** Contains data that the AI assistant uses to learn and provide relevant responses or solutions. 6. **History:** Chronicles the asset's lifecycle and interactions, providing a timeline of usage, maintenance, and changes.
### QR Code and AI Integration * Each asset has a unique [QR code](/general-actions/printing-qr-codes) that can be attached to the physical asset. Users can scan this QR code to quickly submit helpdesk tickets or engage with the AI assistant for immediate support. * The AI assistant, powered by the knowledge base, offers an innovative way to provide real-time assistance and information to users, enhancing the asset management experience. ### Map an asset to a 3D render * [Each asset can be mapped to a 3D render](/general-actions/mapping-to-3d) to visualize its position within your building. ### Conclusion Almitee's assets module is a powerful tool for efficient asset management, offering detailed tracking, interconnectivity with various organizational elements, and innovative AI integration. By leveraging these features, organizations can enhance asset visibility, streamline management processes, and improve overall asset utilization and maintenance. # Managing Locations The Building Management Module is a tool designed to manage multiple aspects of buildings, floors, and individual spaces within a facility. It enables users to add and manage locations with ease, provides detailed insights through various tabs, and integrates advanced features like QR code scanning and AI-assisted support. This document outlines the functionality and user interactions within the module. ### Adding Locations/spaces Users can add new locations or spaces by clicking the 'Add' button. This action opens a form where users can enter the following details: * **Name**: Name of the location or space. * **Type**: Type of location being added. There are four types available: * Site * Building * Floor * Space * **Parent location** ### Location set Detail Page Upon selecting a location, you'll access its detail page, which is divided into several informative tabs: 1. **Info Tab:** Consolidates all pertinent details about the location, offering a comprehensive overview at a glance. 2. **Assets:** Lists all assets linked to the location, including equipment, furniture, and other physical assets. 3. **Documents:** Allows users to store and manage digital documents related to the location, such as leases, warranties, and maintenance records. 4. **Tickets:** Displays any helpdesk tickets linked to the location, facilitating issue tracking and resolution. 5. **AI Chat:** Features an AI assistant tailored to the location, allowing users to interact and get assistance or information directly. 6. **Knowledge Base:** Contains data that the AI assistant uses to learn and provide relevant responses or solutions.
### QR Code and AI Integration * Each location/space has a unique [QR code](/general-actions/printing-qr-codes) that can be attached in the space. Users can scan this QR code to quickly submit helpdesk tickets or engage with the AI assistant for immediate support. * The AI assistant, powered by the knowledge base, offers an innovative way to provide real-time assistance and information to users, enhancing the building management experience. ### Map a location/space to a 3D render * [Each space can be mapped to a 3D render](/general-actions/mapping-to-3d) to visualize its location within your building. ### Conclusion This module is designed to enhance the management and operational efficiency of building environments, making it an essential tool for facility managers and occupants alike. # AI Assistants and datasources Welcome to the Almitee AI Assistant Module documentation. This guide provides comprehensive details on the various types of AI assistants available within the Almitee platform, each configured with different levels of knowledge. You will also find instructions on how to configure and utilize these AI assistants effectively. ### Overview The Almitee AI Assistant is divided into four distinct types, each equipped with its own unique knowledge base capabilities: 1. **AI Chatbot** 2. **AI Assistant on an Asset/Space** 3. **Almitee General AI Assistant** 4. **Fix with AI - helpdesk** #### Knowledge Base Levels * **Level 1 (L1)**: Knowledge base used by the AI Chatbot. * **Level 2 (L2)**: Knowledge base linked to an Asset model. * **Level 3 (L3)**: Knowledge base specific to each asset/location. * **Level 4 (L4)**: Knowledge base specific to the helpdesk The knowledge hierarchy works from top to bottom (L1 to L4), where the AI Chatbot (L1) has the most general knowledge, and the knowledge depth increases with each level. ### AI Assistant Types #### AI Chatbot (Level 1) * **Function**: Can be integrated into your website or SAAS product. * **Knowledge Base**: Uses data from knowlegde base L1 to anwer questions * **Explanation**: When a user asks a question to the chatbot implemented on your website, the chatbot will respond with the knowledge it has configured on knowlegde base L1. The chatbot does not have any knowledge of datasources on L2, L3 or L4. * **Detailed explanation** * **User Interaction**: * When a user visits your website and asks a question, they interact directly with the chatbot. * **Knowledge Base L1**: * The chatbot is configured to have access to a specific set of information, known as "knowledge base L1." * This L1 knowledge base contains all the information the chatbot can use to generate responses. * It is essentially the chatbot's database or repository of pre-configured knowledge. * **Response Generation**: * Upon receiving a user's question, the chatbot searches its L1 knowledge base for relevant information to formulate an answer. * The response given by the chatbot is strictly based on the content and data available within this L1 knowledge base. * **Limitations**: * The chatbot does not have access to other knowledge bases, referred to as L2, L3, or L4. * These other levels (L2, L3, L4) might contain additional information or different types of data, but the chatbot is not configured to retrieve or use any information from them. * Therefore, the chatbot's responses are limited to what is available in the L1 knowledge base.
#### #### AI Assistant on an Asset/Space (Level 3) * **Function**: Accessible via scanning a linked QR code at specific assets or locations. * **Knowledge Base**: Comprises L1, L2 (models), and L3 knowledge bases. * **Explanation:** When a user asks a question to the assistant after scanning a QR code of an asset or space, the assistant will use the knowledge it has configured on knowlegde base L1, configured on the linked asset model (L2) and the asset/space itself (L3). The assistant does not have any knowledge of datasources on L4 or other L2, L3 knowledge bases that are not linked to the asset/space. * **Detailed Explanation:** * **User Interaction**: * A user scans a QR code associated with a specific asset or space. This action triggers an interaction with the assistant. * **Knowledge Base Layers**: * **L1 Knowledge Base**: * This is the general knowledge base that the assistant has access to by default. It contains broad information that is not specific to any particular asset or space. * **L2 Knowledge Base**: * This level contains knowledge configured on the asset model linked to the scanned QR code. Each asset model might have specific information relevant to that type of asset. * **L3 Knowledge Base**: * This level contains knowledge specific to the actual asset or space associated with the QR code. This can include detailed, context-specific information relevant to the particular asset or space. * **Response Generation**: * When the user asks a question after scanning the QR code, the assistant generates responses using the combined knowledge from: * **L1**: General knowledge. * **L2**: Information related to the asset model. * **L3**: Specific details about the asset or space itself. * The assistant integrates these three layers to provide a comprehensive and relevant answer. * **Limitations**: * The assistant does not have access to: * **L4 Knowledge Base**: Any additional data sources beyond L1, L2, and L3. * Other **L2 or L3 Knowledge Bases**: Any other asset models or specific assets/spaces that are not directly linked to the scanned QR code. This ensures that the assistant's responses are tailored to the specific asset or space in question and do not inadvertently include irrelevant information from unrelated sources.
#### Fix with AI - Helpdesk (Level 4) * **Function**: Ask AI to find a fix for the problem described in the ticket. * **Knowledge Base**: Comprises L1, L2, L3 and L4 knowledge bases, thus providing the most detailed and contextual information. * **Explanation:** When a user asks the helpdesk to fix a problem, it will use the knowledge it has configured on knowlegde base L1 and L4, the asset/space the ticket is linked to (L3) and the linked asset model (L2) if a ticket is linked to an asset. It does not have any knowledge of datasources on other L2, L3 knowledge bases that are not linked to the ticket. * **Detailed explanation:** * **User Interaction**: * A user contacts the helpdesk to report a problem and requests assistance in fixing it. * **Knowledge Base Layers**: * **L1 Knowledge Base**: * Contains general information and data that the helpdesk uses to address a wide range of issues. This includes general troubleshooting guides, common problems, and their standard solutions. * **L4 Knowledge Base**: * Contains additional specialized or advanced information that can be used to resolve more complex issues. This might include detailed technical documentation, advanced troubleshooting procedures, or escalated support resources. * **L3 Knowledge Base**: * Contains data specific to the asset or space directly linked to the ticket. This includes the historical data of the asset, previous issues, maintenance records, and other specific details about the asset or space in question. * **L2 Knowledge Base**: * Contains data specific to the asset model linked to the problem. This includes model-specific troubleshooting steps, detailed technical specifications, and common issues related to that particular model. * The L2 and L3 knowledge base is utilized only if the ticket is specifically linked to an asset or space. * **Response Generation**: * When a user submits a ticket to fix a problem, the helpdesk assistant uses a combination of information from: * **L1**: General troubleshooting and problem-solving information. * **L4**: Advanced or specialized information for more complex issues. * **L3**: Specific details and historical data about the asset or space linked to the ticket. * **L2**: Model-specific information if the ticket is linked to an asset model. * The integration of these knowledge bases ensures that the response is comprehensive and tailored to the specific issue at hand. * **Limitations**: * The helpdesk assistant does not have access to: * Other **L2 or L3 Knowledge Bases**: Any data from other asset models or specific assets/spaces that are not directly linked to the current ticket. This ensures the helpdesk assistant’s responses are relevant to the specific asset or space associated with the user’s problem.
#### Almitee General AI Assistant * **Function**: General AI assistant of Almitee, accessible only when authenticated on Almitee. * **Knowledge Base**: Includes all levels of knowledge bases (L1, L2, L3 and L4). ### Configuring Knowledge Bases Knowledge bases can be enhanced with various data sources: * **Websites**: Add webpages for automatic information extraction. * **Documents**: Upload PDFs for AI learning. * **Custom Questions**: Create and add custom questions to assist users. * **YouTube Videos**: Include videos for content learning. #### Data Source Training Adding a new data source triggers an AI learning stage. Each data source can be independently retrained by clicking the retrain icon. #### Document Handling * Adding documents to Almitee (PDFs) initiates an automatic learning stage for the General AI Assistant. * Documents added as a data source in any knowledge base allow other AI assistants to learn from them, making the information publicly available across corresponding AI levels. ### Implementation of AI Chatbot The AI Chatbot can be implemented using two lines of code available under the "Implementation" tab on the Chatbot page. Access to our API for this implementation requires a paid organizational plan. #### Security and Access For security reasons, we ensure that only organizations with a paid plan can integrate the AI Chatbot. Contact our support team for assistance if issues arise. ### Conclusion The Almitee AI Assistants are designed to provide tailored and scalable support across various platforms and specific locations. By leveraging detailed documentation and diverse data sources, these assistants enhance user interaction and operational efficiency. For further assistance or inquiries, please reach out to our support team at . # Dashboard Welcome to your Almitee company dashboard! This central hub is designed to provide you with quick access to all the essential tools and information you need to manage your activities within Almitee efficiently. Here's a guide to help you navigate your dashboard and utilize its features effectively. ### Dashboard Overview Upon logging in, the company dashboard welcomes you as the primary interface in Almitee. It's tailored to give you a holistic view of your account's activities and quick access to various functionalities. #### Accessing Modules * **Module Navigation:** On the left-hand side of the dashboard, you'll find a list of modules. These are the core modules of Almitee. * **Module Interaction:** Click on any module to access its specific features.
### User Menu and Additional Features #### Accessing the User Menu * Click on your profile image. This action reveals additional options related to your account and settings. #### Switching Companies * If your account is linked to multiple companies or organizations, you'll find the option to switch between them within this menu. This feature is particularly useful for users managing or participating in multiple organizational accounts in Almitee.
### Conclusion Your Almitee company dashboard is designed to be intuitive and user-friendly, providing a comprehensive overview and easy access to all necessary tools and modules. Should you require additional assistance or wish to explore more advanced functionalities, Almitee's support resources are available to guide you via . # Documents The Documents Module in Almitee allows users to upload and link various documents to different items within the application. This guide provides step-by-step instructions on how to use the Documents Module effectively. #### Uploading Documents To upload a document in Almitee, follow these steps: 1. **Navigate to the Item**: * Go to the specific item where you want to upload a document. This could be a project, task, client, or any other item in Almitee that supports document attachments. 2. **Access the Documents Tab**: * Click on the "Documents" tab associated with the item. This tab is typically found in the item's detail view. 3. **Upload a Document**: * Click on the "Upload" button located within the Documents tab. This action will open a file selection dialog. 4. **Select a File**: * Choose the file you wish to upload from your computer. You can upload various types of files, including manuals, contracts, images, and more. 5. **Set the File Type**: * Before uploading the file, you need to specify the type of document. Select the appropriate file type from the available options (e.g., manual, contract, image). 6. **Complete the Upload**: * Once the file type is set, proceed to upload the document by confirming your selection. The file will be uploaded and linked to the selected item. #### Viewing Uploaded Documents All uploaded documents can be viewed in the Documents Overview. To access the Documents Overview: 1. **Go to the Documents Overview**: * Navigate to the Documents section within Almitee where all uploaded documents are listed. 2. **Browse Documents**: * In the Documents Overview, you can browse through all the files that have been uploaded. This overview provides a centralized location to manage and access all documents linked to various items in Almitee. #### Managing Documents The Documents Module also includes features to manage your uploaded documents. Some common management actions include: * **Editing Document Details**: Modify the document’s metadata, such as the file type or description. * **Deleting Documents**: Remove any unwanted documents from the system. * **Downloading Documents**: Download copies of the uploaded files to your local device. #### Conclusion The Documents Module in Almitee is a powerful tool for organizing and managing your files. By following the steps outlined in this guide, you can easily upload, view, and manage documents linked to different items within the application. For additional assistance, refer to the Almitee help resources or contact support. # Clients Working in progress. # Colleagues The "Colleagues" page in Almitee is a centralized location where you can view all the individuals registered within your organization, allowing you to promptly make calls or send emails as needed.
# Suppliers Working in progress. # Management # Users Working in progress. # User groups Working in progress. # Departments Working in progress. # Organizations Working in progress.