StrataMax Chatbot

We are excited to offer the StrataMax Chatbot to you! This cutting-edge chatbot has been trained on all of our online help content, making it a valuable resource for answering a wide range of questions about using StrataMax.

Right Side Pop up: Once loaded, the Chatbot will appear on the bottom right side of your screen.

Tips for Interacting with the StrataMax Chatbot: To make the most of your interaction with the StrataMax Chatbot, we've provided some important tips for you to follow:

1. Be Specific: For accurate responses, try to be as specific as possible when asking questions and keep the questions short. For more complex questions, break them up. 
   • Instead of asking, "How do I use StrataMax?" try, "How do I generate a financial report in StrataMax?"
   • Instead of asking, "Why are work orders printing instead of emailing?" try, "In TaskMax in the Job Management window, when I click the Issue Job button, it prints immediately. What can I check to ensure they are emailed?"
2. Include the module or screen: Tell the Chatbot which screen you are in and specific function you're using.
   •  Instead of "global report" try, "Search Buildings export all buildings by Account Manager to Excel."
     
3. Include the output needed: Be specific with the required or desired output, report, or outcome.
   • Instead of "levies due April" try, "Levy Generation Schedule report levies due in April and May across all buildings."
     
4. Include the scope: Tell the Chatbot if there are any specific limits, filters, or a scope to the output needed. 
   • Instead of "invoice report" try, "Search Creditor Invoice Items invoices posted to expense code 150 for all buildings."
5. Use Keywords: If you're familiar with StrataMax, use relevant keywords to increase the Chatbot's chances of providing the correct answer.
   • If you ask about creating a fee notice, include keywords like "generate" and "levy” in your question.
6. Include the timeframe: Be specific with any timeframes, date ranges, etc.
   • Instead of "old invoices" try, an extract of creditor invoices from the prior financial year, sorted by invoice date."
7. Simple Language: While the Chatbot can understand complex queries, using simple and direct questions in plain English often yields better results.
   • Instead of asking, "What are the various intricate steps to configure an email template?" try, "How do I set up an email template?"
8. Use the 'Nope' button: If a more detailed or different explanation is required, click the 'Nope' button at the end of the initial answer. 
9. Ask differently: If you don't get the answer you need, try rephrasing the question. Or if you need more details on an answer, feel free to ask follow-up questions like "Where do I access that from?" or "Which icon should I search for to access that area?"
10. Start Again: It's always best to start a fresh conversation when you want to ask the Chatbot separate questions. Simply click the white circular arrows (Start Again) icon at the top right of the chat window.
    
    
    
11. Source Links: Find additional context by clicking the Source link below the provided answer, which leads to specific pages in our online help.
    
    
    
12. Need Further Assistance? 
    • Try a regular search of online help if you don’t get the answer, you are looking for.
    • If you still need further assistance with general training queries and online help assistance, you can use Live Chat during business hours (AEST), which is managed by the StrataMax Training Team.
    • If you have a specific challenge or issue that requires deeper investigation or troubleshooting, or you are experiencing technical difficulties, please contact the StrataMax Support Team.