Chat with the Fullcast AI assistant

New
  • Updated on Jul 10, 2025
  • Published on Jul 3, 2025
  • 1 minute(s) read
  • CC
  • a
 Prev Next

The Fullcast AI assistant is a built in chatbot that can help you understand, navigate, and configure your Fullcast tenant. The assistant provides contextual information based on the available support documentation to help you with territory management, quota settings, capacity planning, lead routing, commissions calculation, and more.

You can chat with the assistant directly in Fullcast or through Slack.

Note

To enable the Fullcast AI assistant in your tenant, contact your Customer Success Manager.

Chat with the assistant in Fullcast

  1. Log in to Fullcast.

  2. Click the Fullcast support option in the top user management menu.

    The Fullcast support option highlighted.

  3. In the chat window, type your question or click the suggested prompts to begin your chat.

Chat with the assistant in Slack

You can chat with the Fullcast AI assistant in Slack which will provide the same support and information as when you chat with the assistant in your Fullcast instance.

  1. Open the Slack application.

  2. Go to Home.

  3. Click Apps > Manage > Browse apps.

  4. In the Search field, search for Fullcast Assistant.

  5. Click Go to app.

    Go to app option highlighted.

  6. Type questions in the chat window to begin your chat.

    Note

    For more information on how to configure specific slack messages or troubleshoot slack issues, refer to the slack help center.