Overview
Staff Assistants are more than just tools; they are your personal assistants within Element451. At their core, Staff Assistants harness the power of several advanced large language models (LLMs), including Open AI's ChatGPT, to elevate efficiency and effectiveness, freeing you to concentrate on priorities that matter.
With its generative AI capabilities and specialized skills within specific modules, Staff Assistants can interpret and execute complex queries, transforming how you interact with Element451.
Staff Assistant AI capabilities are available throughout Element451 via a conversational interface and specialized module skills.
Accessing Staff Assistants
You can find Staff Assistants in the BoltAI Interface, which can be accessed via the Start Page or your top navigation bar. You can also find other Staff Assistant-powered tools throughout different modules of Element451.
1) Start Page
1) Start Page
The Start Page is the default landing page when signing into your Element451 instance if you have not set a Preferred Start Page.
If you have a Preferred Start Page configured or want to jump quickly to our Start Page, click the Element451 logo in the top left corner of the orange navigation bar.
On the Start Page, the following Staff Assistant features are available:
BoltAI Bar: Use everyday language to prompt your Staff Assistant to find information or help you complete a task.
Shortcuts: Click on a shortcut for quick access to helpful information.
2) BoltAI Interface
2) BoltAI Interface
The BoltAI button is located on the far right of the orange navigation bar.
Clicking the icon opens the BoltAI side sheet, allowing you to continue working in Element451 while interacting with a Staff Assistant.
Staff Assistant Types + Specializations
There are three types of Staff Assistants, each offering specialized assistance and having unique skills and knowledge tailored to their expertise: General, Campaigns, and Copywriter. Each of these assistants can be accessed from the BoltAI Interface, making it easy to switch between which one you wish to interact with. Explore each Staff Assistant below:
General Assistant
General Assistant
Accessible from the BoltAI Conversational Interface
Context-Aware + Action-Oriented: The General Assistant is context-aware and can access your Element451 data.
Query Assistant: Input prompts using everyday language to ask questions about your students, institution, what tasks you have overdue, and so much more.
Field Retrieval: Inquire about a wide array of data from a Contact's record, including custom field information. For example, ask your Staff Assistant for a student's phone number or t-shirt size.
Task Completion: The general assistant can analyze tasks and suggest actionable next steps, draft email and SMS communication based on the task context, and even update the task status upon completion. Explore more information here.
Element451 Help Center: Ask your general assistant questions about Element451's features and receive answers sourced directly from our help articles and product documentation, all without leaving your current view.
Internal Knowledge Base: Connected to your private repository, which allows for the inclusion of information specific to the departments/teams using Element451, such as internal policies and processes.
We recommend specifying the staff assistant use information from your internal knowledge base to avoid searching the Element451 help center. For example, you could ask, "Use the internal knowledge base: how do I submit a travel request?"
Campaigns Assistant*
Campaigns Assistant*
Accessible from the BoltAI Conversational Interface + Campaigns Module
Creates complete drip campaigns
Generates subject lines & preview text
Enhances email content with tone, brevity, expansion, translation, and grammar/spelling checks
Copywriter Assistant
Copywriter Assistant
The Copywriter Assistant Acts as a universal writer adhering to your institutional brand style guide.
Other Staff Assistant Tools
Pages Assistant*
Pages Assistant*
Accessible from the Pages Module
Develops complete, branded, and ready-to-publish Pages
Generates page headlines using a description or keywords
Enhances page content with the tone, brevity, expansion, translation, and grammar/spelling checks
BoltAI Writing Tools
BoltAI Writing Tools
BoltAI is built right into the Conversations, Campaigns, and Pages to assist you in writing. To access the BoltAI writing tools, look for the BoltAI 
icon. Note: In some cases, you may need to highlight the text first in order for the toolbar to appear.
Generates conversation replies automatically or with a prompt
Enhances your conversation message content with tone, brevity, expansion, translation, and grammar/spelling checks
Summarizes a conversation to add as a note
Discover more about how Staff Assistants can revolutionize your workflow in our detailed Staff Assistant Use Cases article.
Conversational Interface
The BoltAI conversational interface is crafted to streamline your workflow with intuitive communication. At your fingertips in the BoltAI side sheet, you'll find three key tabs: New, Shortcuts, and History.
New Tab
New Tab
Jumpstart conversations with Staff Assistants by sending new prompts or revisiting recent chats. Quick links to shortcuts and past chats enhance your efficiency.
Send a Message: Send a new prompt (e.g., "Help me draft an email to John Smith to remind him about finishing his application")
Recent Chat: View a brief recent prompt/chat history
See All Past Chats: Opens the History tab
Try Out Shortcuts: Links to a few general shortcuts
See All Shortcuts: Opens the Shortcuts Tab
Shortcuts Tab
Shortcuts Tab
Use a shortcut to get information or perform an action quickly without typing a prompt.
You can use the search bar to find a shortcut using keywords or review the shortcut listing, which is divided into three categories:
General: Popular and generic shortcuts
User: Shortcuts pertaining to you or another internal Element451 user
Contact: Shortcuts pertaining to students or other external Element451 users
Contact shortcuts are context-aware, meaning when viewing a specific contact's profile record and having the BoltAI side sheet open, the user name will pre-populate when you select a shortcut.
A list of the shortcuts and the associated actions is located in the next section.
History Tab
History Tab
View your prompt/chat history to continue a previous conversation with Staff Assistants.
To open a previous chat, click on the conversation preview bubble.
To delete a previous chat, hover your cursor over the conversation preview bubble and click the trashcan icon.
Shortcuts
Staff Assistants offers a range of shortcuts to streamline your workflow. Popular shortcuts are accessible from the Start Page, and a complete list of Shortcuts can be accessed using the BoltAI side sheet by clicking the Shortcuts tab.
General
General
Catch Me Up
Get a quick rundown of important action items pertaining to you:
Conversations created, assigned to you, and open within the last 24 hours
Decisions assigned to you within the last 24 hours and not in the Release Stage
Tasks assigned to you and due today or overdue
Draft a Message
Compose an email or SMS draft and send that message to the contact
Create a Task
Creates a task for you (or someone else)
Count Event Registrations
Total registration count
Breakdown of the count by status (registered, attended, etc.)
Knowledge Base
Search your private and public Knowledge Bases
User
User
User Tasks
Retrieves all todo tasks assigned to you (or someone else)
User Conversations
Retrieves all conversations assigned to you (or someone else)
User Decisions
Retrieves all decisions assigned to you (or someone else) that are not in the Release stage
Team
Team
Team Tasks
Retrieves all the tasks assigned to a particular team
Team Conversations
Retrieves all the conversations assigned to a particular team
Team Decisions
Retrieves all the decisions assigned to a particular team
Contact
Contact
Contact Shortcuts are designed to transform the way you interact with student records in Element451. It offers an intuitive and efficient method to access student information with just a click.
Contact Summary
Retrieves and summarizes demographics, traits, and contact information for a specific contact
Create Note
Add a note to a particular contact record. The note type is automatically inferred based on the conversation.
Contact Activities
Retrieves the latest contact-made activities (page views, link clicks in emails, text messages, or on pages, application activities, event registration, paid, deposited, etc.) for a specific contact
Contact Engagement Score
Retrieves the engagement score for a specific contact
Contact Tasks
Retrieves all tasks related to a particular contact
Contact Notes
Retrieves all notes related to a particular contact
Contact Events
Retrieves the total event registrations for a particular contact
Context-Aware + Collaboration
Staff Assistants are context-aware and can automatically detect where you are in Element451 to help you execute tasks more efficiently and accurately. Staff Assistants will also hand off to their counterparts if needed. For example, if you are speaking with the General Assistant and wish to create a new Campaign, the General Assistant will automatically hand your prompt over to the Campaigns Assistant.
Contacts
Contacts
Using Shortcuts: When you select a shortcut while viewing a student's record, the Staff Assistant automatically fills in the student's name in the prompt. You can remove the contact association by clicking the name and X icon.
This intelligent design eliminates manual searching and selection, assuming the active record is your focal point. This saves time and reduces the likelihood of errors, ensuring that your communications and actions are always directed at the correct contact.
Not Using Shortcuts: When viewing a student record and not using a shortcut, Staff Assistants are still context-aware. For example, you could use the prompt, "Give me a summary of this student," and the Assistant will assume you are referring to the contact record you have opened.
Tasks
Tasks
When viewing a task, you can ask the Staff Assistant to help you complete it. The Assistant will analyze the task and suggest actionable next steps. The Assistant is capable of drafting email and SMS communications based on the context of the task. Then, with your permission, the Assistant will send the communication and change the task status to done.
Use Cases
Discover the full potential of Staff Assistants in our Staff Assistants Use Cases article, showcasing practical workflows and innovative ways to leverage its powerful features.
*The Campaigns Assistant and Pages Assistant are only available with the Element Ignite and Engage packages.