Executing Commands Using Smart Assistant

Executing Commands Using Smart Assistant

In this article, we'll see how you can use the Smart Assistant, a command-line utility to execute your desired actions across the entire Zoho ecosystem.

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 Ctrl and Spacebar.


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.

  1. To carbon copy or blind carbon copy recipients, type : and select CC/BCC from the options, then @mention the recipients.

  1. Press : and select Subject and type the subject and press the enter key.

  1. To upload any files, type "&", then browse for and select the file from your local device or Trident.

  1. Select Send an 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.

  1. Choose between Initiate an Audio Call, Initiate A Video Call, or Initiate Screen-Share 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 enter.

  1. @mention the contact you want to 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.

  1. Type your message.

  1. To upload any files, type "&", then browse for and select the file from your local device or Trident.

  1. Select Start a private chat in Cliq.

  1. Hit enter.


 Initiating Group Chats 

To start a group chat:

  1. @mention all of the contacts with whom you want to initiate the group chat.

  1. Type your message.

  1. To add any files, type "&", then browse for and select the file from your system or Trident.

  1. Select Start a group chat.

  1. Hit enter.

 

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 enter.

  1. Choose between Available, Away, Busy, Invisible, and hit enter.  


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 arrow mark), busy (red dot), or invisible (grey dot), you can choose from the list of intelligent suggestions to get notified when they are available.

 


Smart Assistant for Tasks

To create a task:

  1. Type the task's title.

  2. @mention a user or select the contact from the list of suggestions to assign the task to your colleague.

  3. To select a due date, type : and select Due Date from the list of options, then choose Today or Tomorrow, or select a custom date from the date picker.

  4. To add priority, type : and select Priority from the list of options, then choose between Low, Medium, or High.

  5. Select Create a Task from the list of intelligent suggestions. 


To create a task with Natural Language Processing (NLP):

  1. Type the task's title.

  2. Type the time, day, or date when the task is due. For example: "Finalize the topic list tomorrow at 4:00 PM." In this case, "Finalize the topic list" is the task title, and the due date is tomorrow at 4 PM.

  3. Click Create a task due on [the specified date] from the list of options.


Note: Tasks created will appear under your personal tasks.


Smart Assistant for Notes 

To create a note:

  1. Type the note's title.

  1. To add an attachment to the note, type "&", then browse for and select the file from your system or Trident.

  1. 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.

  1. To assign it a color code, type : and select Color. Choose between Blue, Yellow, Green, or Red.

  1. Click Create a Note.


Smart Assistant for Zoho Meeting 

To create a Zoho Meeting:

  1. Type /Meet or select it from the list of suggestions by hitting enter.

  1. @mention the participants.

  1. Select Meet Now.


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.

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 enter.

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


 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 enter.

  1. Type a subject if you prefer and punctuate it with a period to add the email message.

  1. To add an attachment to the feedback email, type "&", then browse for and select the file from your system or Trident.

  1. 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.

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.

  1. Select Browse Local Files to upload an attachment from your system.

  1. Select the file from the dialog that appears and click Open.

Adding Emojis 

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

  1. Type : and select Emojis from the list of suggestions.

  1. Choose the desired emoji from the emoji pop-up.


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.

  • You can upload attachments and add emojis to any content (email, chat, tasks, and notes) you're creating. 

 

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