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AI Assistants (Beta)

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The AI Assistants tab allows you to activate Yossi, the Unisoft AI assistant accessible directly from WhatsApp. Once activated, you send him a message on WhatsApp and he replies in a few seconds based on your organization's data: he can find a contact, create a reminder, register a donation pledge, find a form, and much more.

Access it​

  1. 1

    Open User preferences

    Click on your avatar at the top right, then on User preferences.

  2. 2

    Select the « AI Assistants (Beta) » tab

    It is the second tab, to the right of Notifications.

Direct URL: /app/preferences/tabs.

The three things to fill in​

The activation is done in three steps, in any order.

1. Your phone number​

The WhatsApp number you will use to chat with Yossi. International format required (for example +33 6 12 34 56 78 for France).

It is by this number that Yossi will recognize you: any message sent from this WhatsApp will be associated with your Unisoft account and your organization.

2. The conversation language​

The Conversation language with the assistant selector offers two choices:

  • French (default)
  • English

This is the language in which Yossi will reply to you. You can change it at any time; the change takes effect for future messages.

3. Enable AI assistant via WhatsApp​

Check the Enable AI assistant via WhatsApp box. As long as the box is not checked, Yossi will not process your messages.

Validate your choices​

Unlike the Notifications tab (immediate save), this tab has a Validate button at the bottom of the form. Click it to save your number, your language and the activation.

A Modifications saved notification is displayed at the top right to confirm.

Start the conversation​

Once your choices are validated, a Chat with Yossi button opens WhatsApp directly with the Unisoft number pre-filled. First message sent, first acknowledgment received — you are connected.

  1. 1

    Click on « Chat with Yossi »

    The button opens WhatsApp (web or mobile depending on your device) on the conversation with the Yossi number.

  2. 2

    Send your first message

    A simple "Hello", or directly a request: "Who is David Cohen?", "Remind me to call Sarah Lévy tomorrow", "How much did I receive in donations this week?".

  3. 3

    Pin the conversation

    Yossi suggests at the first exchange to pin the discussion in WhatsApp. It is practical: he always remains at the top of your list, ready to be called.

Activation best practices​

  • Use a stable number. If you change phones regularly, choose the one on which you plan to keep the same WhatsApp number long term.
  • Check the international format. A poorly prefixed number will not work. The entry component helps you choose the right country code.
  • Don't share your Yossi number with a colleague as if it were a public channel. Yossi replies based on your data and your role; someone else writing from your WhatsApp would have access to the same scope as you.
  • Deactivate if you change role. If you leave the organization or change function, uncheck Enable AI assistant via WhatsApp from this tab to cut off access.

Deactivation​

To pause Yossi without deleting your number:

  1. 1

    Return to the AI Assistants tab

    User preferences → AI Assistants (Beta).

  2. 2

    Uncheck « Enable AI assistant via WhatsApp »

    Yossi immediately stops replying to your WhatsApp messages.

  3. 3

    Click Validate

    To save the change.

You can reactivate at any time by re-checking the box and validating. Your number and language are preserved.

To remember​

  • This tab activates Yossi on WhatsApp; it does not explain what Yossi can do (see the dedicated doc).
  • Three fields to fill in: phone number, language, activation checkbox.
  • Explicit validation via Validate button (unlike the Notifications tab).
  • One number = one account. To share Yossi between several organizations managed by the same person, contact support.
  • Immediate deactivation by unchecking the box.

Going further​