Success Agent is Finqu's general AI assistant. It allows you to discuss ideas, ask for help with practical tasks, plan next steps, and initiate actions.
You can find the Success Agent at the bottom of the Finqu admin panel.
What can Success Agent be used for?
Success Agent is suitable for many situations. For example, you can use it when you want to:
brainstorm what to develop in your online store
get ideas for content, marketing, or improving sales
solve problem situations
plan new actions
create new employees
initiate tasks or functions
Success Agent is often a good place to start if you don't yet know exactly how to execute a task.
How to get started
The easiest way to get started is to write a message and begin a conversation.
For example, you can:
explain where you need help
ask for suggestions or a plan
describe the task you want the agent to handle
add an attachment if it is useful
If you wish, you can also choose a suitable mode or skill for the conversation before sending your message.
Choosing a Mode
From the left side of the chat window, you can select the Success Agent's mode. The following options are available:
Discuss is suitable for situations where you want to ask for advice, brainstorm, or look for ideas.
Execute is suitable for situations where you want the agent to practically perform a task.
Plan is suitable for situations where you want the agent to help build a plan or a way forward.
Using Workers
If you wish, you can also converse directly with workers. Workers are agents designed for specific tasks, which you can add for your use according to your needs via the Finqu admin panel.
More information about employees: Workers
Choosing the Success Agent's mode and using workers.
Writing a message and directing the task
With the tools at the bottom of the Success Agent, you can direct how the agent approaches the task.
Write a message
In the message field, write what you want to do or where you need help. You can simply start by explaining your situation, your goal, and what kind of help you want.
A good initial request often tells at least:
what the goal or problem is
what matter you want help with
what you hope the Success Agent will do
The more accurately you describe the situation, the easier it is for the agent to help you move forward.
Selecting attachments, skills, and tools
On the right side of the chat window, you will find a button to add desired attachments to the conversation, such as images or PDF files. The Success Agent can review the files you send and take them into account when processing your question.
Skills
With the Skill selection, you can direct the Success Agent to use a specific skill to solve the task.
A skill can relate to, for example:
an overview of business analytics
proactive forecasting
anomaly detection
revenue and conversion observations
SEO insights
writing an article or page
terms and policies
creating an employee team
If you already know what kind of task you need help with, choosing a skill can help steer the Success Agent in the right direction. You can also start without selecting a skill and chat freely first.
Tools
Internal Finqu Tools The Success Agent automatically has access to all internal Finqu tools, which include, for example, searching and updating products. The Success Agent will ask for your permission to use tools during the conversation if it needs them.
External Tools If you have defined external Finqu tools, you can select them when chatting with the Success Agent (the "Select tools" option in the menu pictured below). Therefore, the Success Agent can also utilize the external tools you have separately defined.
Success Agent: Attachments, Documents, Skills, and Tools.
Opening Success Agent in full screen
For longer conversations, it is a good idea to open the Success Agent in full screen. You can do this by clicking "Open Success Agent" from the menu (you can see the menu in the image above).
Success Agent functions in full screen mode
The functions listed below can be found in the Success Agent's full-screen mode.
History
On the right edge, you can see the history of previous conversations. You can return to previous conversations later and continue them as needed.
Favorites
You can mark important conversations with a star as favorites. After this, you will find them more easily later in the Favorites section.
Settings
In the settings, you can both personalize the Success Agent and manage its permissions.
On the Personalization tab, you can define, for example, the language, communication style, the assistant's personality, and the level of commercial and technical expertise. This way, you get answers that better suit your specific situation.
On the Permissions tab, you can manage which tools the Success Agent is allowed to use without explicit permission. Permissions can relate to, for example, searching for pages and products, updating content, or creating pages.
During a conversation, the agent can also be granted permanent permissions for certain functions. If necessary, you can remove them later in the settings.
Success Agent settings:
How should you use Success Agent?
Often, a good way to use the Success Agent is this:
Write clearly where you need help
Add an attachment if it helps in understanding the situation
Choose a suitable mode if necessary
Choose a skill if you want to direct the agent more specifically
Continue the conversation or ask the agent to execute the task
If the topic changes significantly, it is often best to start a new conversation. This keeps the context of the conversation clearer.
Examples of how you can start a conversation
Using the Success Agent often starts with a single initial request, from which the conversation proceeds. The more accurately you describe the situation, your goals, and your wishes, the better the agent can grasp what you need.
The Success Agent may also ask clarifying questions before proposing a solution, making a plan, or executing a task.
You can start, for example, like this:
“I want to improve the product pages of my online store because the conversion rate seems low. I sell natural cosmetics, and I would particularly like to develop the structure of the product pages, the texts, and elements that support the purchasing decision. Where should we start?”
“I need an employee who can help me with SEO optimization. They should know how to improve product names, meta texts, and product descriptions so that they fit my online store and support search engine visibility. Can you help me create one?”
“I want to plan a spring campaign for my online store. I sell home goods, and the goal is to increase sales during a two-week campaign. Could you suggest a campaign structure, messaging angles, and content ideas?”
“I added a picture of one of my product pages here. I would like you to evaluate its content and tell me what should be improved from the perspective of clarity, sales appeal, and conversion.”
“I want to increase my online store's conversion, but I'm not sure where the biggest areas for development are. Could you help me identify what things we should go through first?”
Summary
Success Agent is a place where you can discuss, plan, and initiate tasks in Finqu. You can use it for free brainstorming or direct it more specifically by selecting a suitable mode, skill, and any attachments.
When you want to get started, the easiest way is to simply open the Success Agent and write your first message.