Accessing the Smart Assistant

You can invoke the Smart Assistant by clicking the Thunderbolt  icon in the app Menu Bar or by simultaneously hitting the shortcut keys command ⌘ and slash /.

You can leverage the Smart Assistant's capabilities in the following ways: 

• Use slash commands first or @mention a contact first and then choose from the list of intelligent suggestions to execute your desired actions.
• Use natural language commands.

Smart Assistant for Mail

To quickly compose and send emails:

1. @mention the recipients to whom you want to send the email.
2. To carbon copy or blind carbon copy recipients, type : and select CC/BCC from the options, then @mention the recipients. 
3. Press : and select Subject, or simply type the content and punctuate it with a period. It will be automatically considered as the subject and any content you type after the period will appear in the email body. 
4. To upload any files, type "&", then browse for and select the file from your local device or Trident. 
5. Select Send Email from the list of intelligent suggestions. 

Smart Assistant for Cliq

With Smart Assistant for Cliq, you can place audio, video, or screen-share calls, start a one-on-one or group chat, and manage your Cliq status. 

Placing Cliq Calls

To call a colleague:

1. @mention the contact you want to call.
2. Choose between Make audio call, Make video call, or Make screen-share call from the list of intelligent suggestions.

Alternatively, you can also:

1. Type /Call, /Video Call, or /Share Screen and select it from the list of suggestions by hitting return. 
2. @mention the contact you want to call.
3. Choose between Make audio call, Make video call, or Make screen share call. 

Initiating One-on-One Chats

To start a one-on-one chat with a colleague:

1. @mention the contact you want to chat with.
2. Type your message.
3. To add emojis, type : and select Emojis.  
4. To upload any files, type "&", then browse for and select the file from your local device or Trident. 
5. Select Start a private chat in Cliq.
6. Hit return. 

Initiating Group Chats

To start a group chat:

1. @mention all of the contacts with whom you want to initiate the group chat.
2. Type your message. 
3. To add emojis, type : and select Emojis.  
4. To add any files, type "&", then browse for and select the file from your local device or Trident. 
5. Select Create a group chat.
6. Hit return. 

Updating and Checking Cliq Status

To update your Cliq's status:

1. Type /Cliq Status or select it from the list of suggestions and hit return. 
2. Choose between Available, Away, Busy, Invisible, and hit return.  

To check a person's availability status, @mention the contact. If they are available, a green dot will be present next to their name. If they are away (orange dot), busy (red dot), or invisible (grey dot), you can choose from the list of intelligent suggestions to get notified when they are available. 

When they come online, you'll be notified via Streams Notifications, from which you can connect with them instantly over a chat or call. 

Smart Assistant for Tasks 

To create a personal task:

1. Type the task's title.

2. Click Create a task.
   

To create a task for a teammate:

1. Type the task's title.

2. @mention the teammate's name or select it from the list of suggestions.

3. Click Create and assign the task to <name>.

Note: Creating group tasks via Smart Assistant will be available in future updates.

Smart Assistant for Notes

To create a note:

1. Type the note's title and punctuate it with a period. 
2. Type the note's content.
3. To add an attachment to the note, type "&", then browse for and select the file from your local device or Trident.
4. To assign it a group, type : and select Group. Select the desired group from the list of suggestions or search for the desired group by typing the group's name and selecting it from the list of suggestions. 
5. To assign it a color code, type : and select Color. Choose between Blue, Yellow, Green, or Red.
6. Click Create a note. 

Smart Assistant for Zoho Meeting

To create a Zoho Meeting:

1. @mention the participants.
2. Select Meet now from the list of intelligent suggestions.

Alternatively, you can also:

1. Type /Meet or select it from the list of suggestions by hitting return. 
2. @mention the participants. 
3. Select Meet now and hit return. 

You and the participants will receive the meeting link in an email and via Zoho Meeting Bot in Cliq if you've subscribed to it. 

After creating the meeting, you can add more participants by @mentioning them and send the meeting invitation using the options Invite attendees via Cliq or Invite attendees via email. Further, to launch the meeting window, you can use the Launch meeting option. This will open Zoho Meeting on the web from where you can join the meeting you created. 

Smart Assistant for Zoho People

To check in and check out of work:

• Type /Check-In and select it from the list of suggestions by hitting return. 
• Type /Check-Out and select it from the list of suggestions by hitting return. 

Smart Assistant for Sending Feedback About Trident

To send feedback about the app:

1. Type /Feedback and select it from the list of suggestions by hitting return. 
2. Type a subject if you prefer and punctuate it with a period to add the email message. 
3. To add an attachment to the feedback email, type "&", then browse for and select the file from your local device or Trident.
4. From the list of intelligent suggestions choose between the options to let the support team know whether you're sending an appreciation message, or if it's regarding feature requests, or if you're reporting a bug. 

The email will be sent to Trident's support team and you'll receive an automated confirmation email. 

Note: You can also send your feedback about Trident from Menu Bar > Help > Send Feedback. 

Adding Attachments

To add attachments while composing an email, creating a chat, or a note:

1. Type "&" to get an option to add your local files along with a list of file suggestions from the app and your device.
2. Select Browse local files to upload an attachment from your Mac. 
3. Select the file from the dialog that appears and click Open. 

Note: You can also search for the file you'd like to upload by typing its name. The Smart Assistant will show the relevant results from the files you've shared or received in Trident in addition to local files from your Mac. 

Adding Emojis

To add emojis in your email, chat, or note content:

1. Type : and select Emojis from the list of suggestions. 
2. Choose the desired emoji from the emoji pop-up. 

Alternatively, you can also:

1. Type : and the emoji name (for example, :smile or :cool).
2. Select the emoji from the list of suggestions. 

Furthermore, you can also:

1. Type the emoticons (for example, :) or :D).
2. Select the emoji from the list of suggestions. 

Pro Tips

• The Smart Assistant is an intelligent command line utility that deciphers your commands and executes them irrespective of the order in which you type your commands. Therefore, it's not necessary to follow the steps chronologically, as given in this article. 
• Any content that is punctuated with a period or is followed by a separator (like a command, attachment, or command-specific options) will be treated as the header; that is, the Subject Line in the case of email, while Notes Title in the case of notes. Any content that follows after will be the email body or notes content. 
• You can upload attachments and add emojis to any content (email, chat, tasks, and notes) you're creating.