The Complete Guide to Oppy’s Virtual Assistant Tools (AI Functions)
Sep 13, 2024
AI user manual

The Complete Guide to Oppy’s Virtual Assistant Tools

At Oppy, our AI virtual assistants are more than just responsive helpers—they're equipped with a range of powerful tools that make them essential to any business. In this post, we’ll dive into the tools available to Oppy's virtual assistants, grouped by what’s visible to users and admins.

By the end, you’ll see how these tools can be seamlessly triggered in day-to-day conversations, whether it’s a business owner directing their assistant or an end-user unknowingly activating them while chatting with the assistant.


Public Functions

These are the tools accessible to anyone interacting with your Oppy assistant. They fall under three main categories: scheduling, communication, and media. Each grouping is designed to handle specific user needs in a seamless, real-time manner.

1. Scheduling & Appointments

Efficient scheduling is key for business owners who rely on precise appointments and meetings. Oppy’s assistants excel at ensuring these are handled smoothly.

Function: Retrieve Available Time Slots

get_available_timeslots_function

  • Business Owner Use Case: A business owner can ask the assistant, "Can you find my next available time slots for a client meeting?"

  • End-User Trigger: A client chatting with the assistant might say, "I'd like to book a meeting with you this week," unknowingly triggering the function to search for openings.

Function: Confirm Appointment Booking

create_and_confirm_provider_booking_function

  • Business Owner Use Case: Prompt your assistant with, "Book a meeting with this lead for Tuesday at 2 PM, and confirm it."

  • End-User Trigger: A customer might say, "I’m available Tuesday at 2 PM; can we confirm that time?" which activates this function to lock in the appointment.

2. Communication & Messages

Messaging is the heart of interactions, whether it's with clients or handling internal business processes. Oppy provides real-time communication tools to make sure nothing falls through the cracks.

Function: Internal Prompts (Admins Only)

prompt_to_self_and_admins_function

  • Business Owner Use Case: You might ask the assistant, "Take a note for me to remind admins that this client requested a specific service." The note will only be visible to admins.

  • End-User Trigger: While the end-user might not trigger this function directly, when they say something critical, like "I need custom services," the assistant may mark it internally for admin follow-up.

Function: Create Future Function Message

create_future_function_message_function

  • Business Owner Use Case: Schedule a reminder: "Set a follow-up message to send in two days reminding the client about the payment."

  • End-User Trigger: If the customer says something like, "I’ll get back to you in a few days about the quote," the assistant can automatically schedule a reminder message.

3. Media Processing

The ability to process and analyze images in real time allows the assistant to assist users in ways beyond text.

Function: Image Analysis

analyze_image_function

  • Business Owner Use Case: As a business owner, you might request, "Analyze this photo for any visible issues before sharing it with a client."

  • End-User Trigger: An end-user might ask, "Can you help me understand this document?" The assistant would then scan the document for relevant information.


Admin Functions

These functions are not visible to end-users but provide admins with the tools they need to manage conversations, update user data, and keep everything running smoothly.

1. Data & Memory Management

These functions allow admins to ensure accurate data management within the system, making it easy to update user details and manage memory.

Function: Update Contact Information

update_contact_user_details_in_memory_function

  • Admin Use Case: If a business owner mentions, "Update the client’s email to their new address," the admin can modify the stored contact details.

Function: Manage Conversation Memory

add_key_value_to_conversation_memory_function

  • Admin Use Case: When a business owner asks the assistant, "Remember that this client prefers morning appointments," the admin can log that preference into the conversation memory.

2. Conversation Management

Admins have full control over ongoing conversations and can quickly assess statuses or step in when needed.

Function: Modify Conversation Status

change_conversation_status_function

  • Admin Use Case: If an issue needs further review, the admin can change the status to "needs_attention" and follow up manually.

Function: Post Messages Across Conversations

post_message_to_conversation_function

  • Admin Use Case: If needed, admins can post follow-up messages into different conversations, ensuring that no customer inquiries are left hanging.


Restricted Functions (Admins Only)

These functions are accessible only to admins and deal with the deeper system interactions, such as managing conversations, updating contact information, and handling calendar events. These ensure the business runs smoothly and efficiently while keeping sensitive operations out of the public view.

1. Calendar Management

Function: Fetch Calendar Events

fetch_calendar_events_function

  • Admin Use Case: An admin might request, "Show me all upcoming client meetings for the week," and the function retrieves a list of relevant events from the calendar.

2. Contact & Conversation Management

Function: Get Filtered Contacts

get_filtered_contacts_function

  • Admin Use Case: An admin might ask, "Show me all contacts who booked an appointment in the past month," and this function will return a filtered contact list based on the specified criteria.

Function: Find or Create Contact

find_or_create_contact_function

  • Admin Use Case: If a new client’s details are provided, the admin can request, "Create a new contact for Jane Doe with her email and phone number," and the system ensures a contact is either found or created.

Function: Update Contact

update_contact_function

  • Admin Use Case: When a client's contact information changes, an admin can say, "Update John Smith's phone number to the new one he provided," ensuring records remain current.

3. Conversation & Messaging Management

Function: Get Conversation with Messages

get_conversation_with_messages_function

  • Admin Use Case: An admin might ask, "Show me the full conversation with the last client who mentioned 'quote,'" and this function will retrieve the entire conversation, including all messages.

Function: Fetch Conversations List

fetch_conversations_list_function

  • Admin Use Case: If an admin needs to review ongoing support issues, they could ask, "List all conversations marked as 'urgent' in the past 24 hours," and this function will return the filtered conversations.

Function: Create New Conversation with Contact

create_new_conversation_with_contact_function

  • Admin Use Case: An admin might say, "Start a new conversation with Jane Doe and offer her our latest service update," and the function will create a fresh conversation using the client's preferred communication method.

Conclusion

Oppy’s AI virtual assistants are equipped with an extensive range of tools to help you run your business efficiently. Whether you're a business owner directing your assistant to book appointments, or an end-user just looking for service, Oppy’s tools work seamlessly in the background to create a smooth experience for everyone.

Understanding the capabilities of these functions is key to getting the most out of your virtual assistant. Whether you're using it to keep your schedule in line or handle media processing, Oppy's assistant is here to help.