Zalmi — the dashboard assistant
Zalmi is Unisoft’s AI assistant integrated into the backoffice dashboard. Yossi also operates from Unisoft; Zalmi provides product assistance within your interface: a discreet avatar in the corner of the header that opens a side chat panel whenever you need help or an explanation.
He is the natural interlocutor for everyday product questions: "how do I duplicate an event?", "what is a Booklet?", "where are the tax receipt settings?". He knows Unisoft's vocabulary and your organization's context.
Where to find Zalmi
Zalmi is always one click away, from any page in the backoffice.
On desktop
The Zalmi avatar appears in the header, on the right next to the notifications and your user menu. A click opens a side panel on the right of the screen, which overlays the content without hiding what you were doing.
You can write your question, receive the answer in streaming, ask a follow-up question — then close the panel and resume your work where you left off.
On mobile
On smartphones and tablets, the avatar remains accessible from the top bar. The click opens a full-height chat page (/chat) optimized for mobile typing. There you find the same conversation and the same features as on desktop.
What Zalmi can do
Answer your questions about Unisoft
That's his primary function: an integrated support assistant. No need to open the documentation or send an email to support for common questions.
"How do I record a check?" "What is a Booklet?" "How do I duplicate an event journey?" "Where do I configure tax receipts?" "What's the difference between a fund and a campaign?"
Zalmi replies based on his knowledge of the Unisoft product and your organization's context. If the answer points to a documentation page, he gives you the link.
Guide you in the dashboard
"Where do I see my top donors this month?" "How do I export the list of my contacts as CSV?"
Zalmi knows the structure of the backoffice and can tell you where to click to reach the feature you're looking for. Handy when you know what you want to do but don't know where it is stored.
Power Unisoft's AI functions
Zalmi is not just a chat: he is also the engine that powers several AI functions distributed across the product.
Content generation via the dedicated AI editors:
- AI Editor for emails — creating email templates via prompts
- AI Editor for pages — creating responsive CMS pages
You describe what you want in natural language, the editor generates the HTML, you preview live, you adjust with a new instruction. See Understand the AI Editor for the general concept.
Automatic translation of data-i18n-tagged elements in your web pages and content blocks. You publish your page in French, Zalmi translates into English (or into any language active for your organization) without you having to touch the HTML. The system preserves variables, URLs and tags — you get a directly usable version.
The conversation flow
Zalmi's chat interface follows the modern conventions of AI assistants.
| Element | Behavior |
|---|---|
| Input | Text field at the bottom of the panel. Enter to send. |
| Streaming response | Zalmi's text appears as it is generated — no blocking wait. |
| Stop button | You can interrupt Zalmi mid-reply if you want to rephrase. |
| Markdown | Replies can contain bold, lists, clickable links, code. |
| "Thinking" indicator | A discreet animation tells you that Zalmi is preparing the answer, before streaming starts. |
Concrete use cases
| Situation | What you ask Zalmi |
|---|---|
| You just clicked on a module you don't know | "Explain to me what the Pledges module is for" |
| You want to add a feature in a CMS page | "Generate a customer testimonials block for my home page" (then the AI Editor takes over) |
| You publish a page in French, you want the English version | "Translate this page into English" — the translation of tagged elements is launched |
| You are looking for a setting you can't find anymore | "Where do I find the email sending settings?" |
| You want to understand a dashboard KPI | "What does it mean, "M+3 retention"?" |
Limitations to know
- No persistent history between sessions: Every time you open the Zalmi panel, it starts a new conversation. If you close the tab and return later, you begin from scratch. Yossi has its own conversation history; Zalmi is designed for short exchanges within the workflow.
- No direct action execution: Zalmi explains how to do things, and you generate content using AI editors. But it’s you who approves, saves, and publishes. There’s no risk of it altering your data by mistake.
- Not yet integrated into all modules: Zalmi focuses on the dashboard and AI editors. Advanced configuration modules (permissions, developer integrations) mainly benefit from answers to your questions, rather than dedicated AI actions.
- Gradual availability: Zalmi is deployed gradually. Depending on your environment, you’ll see the full version (full chat) or a simplified version. If the avatar doesn’t appear in your header, contact support for activation.
One AI, three entry doors
To find your way in Unisoft's AI ecosystem:
| Tool | Where | Purpose |
|---|---|---|
| Zalmi | Backoffice header avatar | Product assistance, content generation, and translation |
| Yossi | Chat within Unisoft | Quick actions on mobile devices (reminders, Pledges, searches) |
| AI Editor | In CMS pages and email templates | Creation of HTML blocks generated from prompts |
All three rely on the same proprietary Unisoft AI engine and benefit from the same continuous improvements.
Going further
- Understanding the AI Editor — the content generation tool, powered by the same engine as Zalmi
- Yossi — Unisoft’s assistant — for actions, confirmations, and history
- Dashboard — the backoffice homepage where Zalmi can be accessed