> For the complete documentation index, see [llms.txt](https://clearquote-van-fleets.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://clearquote-van-fleets.gitbook.io/docs/admin-functionality/ai-chatbot.md).

# AI Chatbot

Unlock Instant Fleet Insights — Smarter Decisions, Faster Actions with the ClearQuote Chatbot

{% embed url="<https://demos.clearquote.io/demo/cmp63pyil003a1q0jjifo4u98?utm_source=link>" %}

#### AI Assistant

The **ClearQuote AI Assistant** helps you quickly access fleet insights, generate reports, and visualize trends using natural language. Simply ask a question to receive instant responses, charts, and downloadable reports that support faster fleet management and decision-making.

### Access the AI Assistant

1. On the homepage, click the **AI Assistant** icon located as the **last icon in the left-side navigation panel** of the web page.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F4pSJ2iQb5Dw8ErrGVPDE%2Fimage.png?alt=media&amp;token=f0488b49-76cc-496e-afae-64ee436e552f" alt=""><figcaption></figcaption></figure>
2. The AI Assistant window opens with the following sections:<br>

   * **Chat Window** – Ask questions and receive instant responses.
   * **Recent Chat History** – View, search, and continue previous conversations.
   * **Quick Action Shortcuts** – Access commonly used fleet queries with a single click.

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FxcDdoOlOX9wtjur32b65%2Fimage.png?alt=media&amp;token=5b52080f-490e-49f1-8f39-5e756facea71" alt=""><figcaption></figcaption></figure>

***

### Chat Window

The **Chat Window** is displayed in the center of the AI Assistant.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FWHu4SoMzpd9X4w9G88zV%2Fimage.png?alt=media&amp;token=fef1166f-d169-4136-b62c-18b1d6f5d276" alt=""><figcaption></figcaption></figure>

1. Type your question in the **message** box.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FF4In0zFH8N4hCyERwMWT%2Fimage.png?alt=media&amp;token=a89a972e-49b8-47b5-bdcb-02ee5d7f3e0d" alt=""><figcaption></figcaption></figure>
2. Click **Send** (or press **Enter**) to submit your query.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FDD64P55ty8n8lNaE1FcM%2Fimage.png?alt=media&amp;token=92dd69fe-3556-42e3-b728-6f18166b5b02" alt=""><figcaption></figcaption></figure>
3. The AI Assistant will process your request and display the relevant information, reports, charts, or insights.\ <br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FjyOqnKxp7zzqR8s2dmqF%2Fimage.png?alt=media&amp;token=ac988eeb-be8f-4954-b660-268099c0b92d" alt=""><figcaption></figcaption></figure>

***

### Recent Chat History

The **Recent Chat History** panel is located on the left side of the AI <br>

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F9Ks3LrbRiDjFTNUoPhYs%2Fimage.png?alt=media&amp;token=bb4982a0-e5c9-45be-828d-4fcaa8fbe888" alt=""><figcaption></figcaption></figure>

1. Use the **Search** bar to find previous conversations by keyword.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F3Q5tL1F7BqrSCKdwW4Us%2Fimage.png?alt=media&amp;token=5233c70f-7160-4e0e-ad71-1a4fa9c274b0" alt=""><figcaption></figcaption></figure>
2. A list of your recent chats is displayed below the search bar.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F9oWWOQozYvayFqEa9EE0%2Fimage.png?alt=media&amp;token=c62fbd6c-bf52-4148-8c79-53f931d4832c" alt=""><figcaption></figcaption></figure>
3. Select any previous conversation to reopen it and continue from where you left off.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2Fiq1SSaFfeDw5tVTwdSDx%2Fimage.png?alt=media&amp;token=858237c3-fd56-4326-a0aa-9ee2144c0498" alt=""><figcaption></figcaption></figure>

***

### Quick Action Shortcuts

The **Quick Actions** panel is located on the right side of the AI Assistant.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F85dWf7YbW9ZZKQAg7ztq%2Fimage.png?alt=media&amp;token=dc6ec5fa-947d-4556-87a3-c77f86bde2ef" alt=""><figcaption></figcaption></figure>

Quick Actions allow you to run frequently used fleet queries without typing them manually.

1. Select one of the available quick actions (for example, **Uninspected Vehicles**, **New Damage**, or **Today's Summary**).<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FwwzeaGYraE4nsdlXGJMt%2Fimage.png?alt=media&amp;token=607c5c97-ab1d-43c8-b237-0838023fda51" alt=""><figcaption></figcaption></figure>
2. Choose the required **time range**, such as:(Yesterday, This week, Last week & Last Month)<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FRyZNeLd2dsOCXlh2E6ZD%2Fimage.png?alt=media&amp;token=073913dd-fef9-4051-be53-afbcad334c27" alt=""><figcaption></figcaption></figure>
3. The AI Assistant automatically generates the appropriate query based on your selection.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FTLw2uHGmtgz6kO3qI1tN%2Fimage.png?alt=media&amp;token=49c1662c-d09a-43a6-a4ae-95eb00afdd1a" alt=""><figcaption></figcaption></figure>
4. The query is submitted automatically, and the AI displays the relevant results in the chat window.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FxxvqoTpm5ZGGrDiaSdVe%2Fimage.png?alt=media&amp;token=4277b114-3b32-49f6-9ebe-2094e53d4dab" alt=""><figcaption></figcaption></figure>

***

### Start a New Chat

If you want to begin a separate conversation while viewing previous chat history:

1. Click **New Chat** in the top-left corner of the AI Assistant.<br>

   <figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FXGoPlrJ6qDLWKxE8kgKk%2Fimage.png?alt=media&amp;token=b2ac10d6-663c-44ef-a185-dcd933c62b37" alt=""><figcaption></figcaption></figure>
2. A new conversation is created without affecting your existing chat history.
3. Enter your new question to start a fresh discussion.

> **Note:** Starting a new chat keeps your previous conversations saved in **Recent Chat History**, allowing you to return to them at any time.

<br>