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Navigating the Conversational Chat Widget

This article explains how to open and use the AIQ chat widget, how Astro (AIQ's AI support agent) works, what you can ask it, and what to expect when your conversation is passed to a teammate.

Navigating the Conversational Chat Widget


Open the Chat Widget

The chat widget can be accessed from multiple AIQ pages.

To open the chat widget, select the chat icon in the bottom right of the screen

Note: The chat experience varies by location. In AIQ Ecommerce and AIQ Dashboard it opens directly into a conversation with Astro. In the Help Center and AIQ.com it opens to a home screen where you can start a message and access additional resources.


Help Center and AIQ.com

When you open the chat widget you’ll first see the widget home screen.

Select Send us a message to start a new conversation, or select a recent message to continue.

You'll also see:

From there, you'll be guided based on whether you need Sales or Support.

  • If you need Sales, you can continue in the widget.

  • If you need Support, you'll be directed to continue through the support chat widget in your AIQ Ecommerce or AIQ Dashboard account.


AIQ Ecommerce and AIQ Dashboard Chatting with Astro

When you open the chat widget in AIQ Ecommerce or AIQ Dashboard, your conversation is handled by Astro :astro-wave-1: AIQ's AI support agent.

Astro now uses a free-text conversational experience. There is no button menu to navigate. Just type what you're trying to do or what's going wrong, and Astro responds immediately.


How Astro Works

Just type — no buttons required

The chat opens directly to a text field. Describe your issue in plain language and Astro gets to work.

Resolve first, route second

Astro tries to answer your question or fix the problem directly in the chat. It only connects you to a teammate when it genuinely can't resolve it on its own.

Context travels with you

If your conversation is passed to a teammate, everything you've shared is included like your issue, your support area, and the full conversation. You never have to start over.


What You Can Ask Astro

Astro is trained across all AIQ platform and ecommerce support areas. Below are examples of the issues it can resolve directly in chat or route to the right teammate.

Analytics

  • Metric doesn't match my POS or another source

  • Dashboard data looks stale or hasn't refreshed

  • I can't access a report or dashboard

  • Filter or segment isn't working as expected

  • Scheduled export didn't arrive

Loyalty

  • Points aren't being awarded after a purchase

  • A member's balance looks wrong

  • Earning rule isn't firing correctly

  • Tier didn't update after qualification

  • Redemption failed at checkout

Marketing & Campaigns

  • Campaign didn't send or sent to the wrong audience

  • Automation journey isn't triggering

  • Offer isn't applying at checkout

  • Results look off or attribution seems wrong

  • Help setting up a new campaign

Account & Settings

  • Help adding or removing a user

  • Role or permission isn't correct

  • User can't access a feature they should have

Native Apps & Developer

  • App not loading or behaving unexpectedly

  • API, webhook, or SDK issue

  • Integration connection dropped or failing

  • Data sync delayed or incomplete

AIQ Academy

  • Access or enrollment issue

  • Progress not saving or completion not recording

  • Broken or outdated lesson content

Orders Settings

  • Store showing as closed when it should be open

  • Fulfillment modes not configured correctly

  • Prep times or lead times wrong

  • Capacity or throttling issue

Manage Orders

  • Order not received or missing

  • Order status stuck or not updating

  • Cancellation or refund issue

  • Order edit not reflected

Menu & Offers

  • Menu item not showing or displaying incorrectly

  • Price not publishing or showing wrong amount

  • Offer not appearing or not applying for customers

  • Modifier missing or required logic incorrect

  • Published menu not reflecting recent changes

Store Info

  • Hours showing incorrectly

  • Address or contact details wrong

  • Delivery zone or service area issue

Store Integrations

  • POS or delivery platform connection dropped or not connecting

  • Orders not injecting from a third-party channel

  • Menu not syncing to or from an integrated platform

  • Order status not pushing back to the integration

Report Requests

  • Request a full audience or personas export

  • Request a custom data export when the standard download options aren't available

  • Astro will collect the report type, relevant audience IDs, filters, date range, and delivery details and route the request to the team, who will send the completed report to your email

Billing

  • Invoice question, unexpected charge, or payment method issue

  • Refund or credit request

  • Plan or contract question

Account Recovery

  • Login or access issue

  • Password reset

  • MFA or verification problem

  • Wrong account or user mismatch

Urgent issues

  • Store down or unable to accept orders

  • Orders blocked or not flowing

  • Any active, time-sensitive blocker


Tips for Getting the Best Results

You don't need any special phrasing to talk to Astro. These tips help it get to the right answer faster.

1. Describe what's happening, not just what you need

Instead of "fix my dashboard," tell Astro what looks wrong and where. More context upfront means fewer back-and-forth questions.

Example: "My Analytics revenue is showing lower than my POS report for the same date range"

2. Name the area of AIQ you're working in

Mentioning Analytics, Loyalty, Orders Settings, or another specific area helps Astro narrow things down without having to ask.

Example: "In Loyalty → Earning Rules, my rule isn't firing for online purchases"

3. Flag urgency if your store is impacted

If your store is down, orders aren't coming through, or you have an active blocker say so. Astro will escalate immediately.

Example: "Urgent — our storefront has been down for 30 minutes and we're missing orders"

4. Answer Astro's follow-up question

Astro will ask at most one clarifying question to narrow things down. A short answer goes a long way toward the right fix.

Example: "Same date range, but the AIQ report is showing all locations and the POS is just one store"

5. Include screenshots or error messages if you have them

If you're seeing an error message or unexpected behavior, sharing a screenshot when you first open the chat saves time.


When Astro Connects You to a Teammate

Astro handles a wide range of issues directly. It will route your conversation to a teammate when:

  • It can't confidently resolve the issue in chat

  • You ask for a human directly

  • The issue is urgent or actively blocking your operations

  • The issue falls into a structured path such as Billing, Account Recovery, or a known escalation scenario

When your conversation is routed, Astro passes along a full summary — your support area, issue category, and everything you've discussed — so the teammate picking it up has full context.

What happens based on availability

During support hours with an agent available You'll be connected to live chat directly. Expected reply time will be shown in the widget.

During support hours but agents are busy You'll see three options: wait for an agent, keep chatting with Astro, or close the chat.

Outside support hours You'll see three options: create a ticket, keep chatting with Astro, or close the chat. If you create a ticket, a teammate will follow up by email as soon as the team is back online.


Support Hours

Eastern Time

  • AI Support (Astro): 24/7

  • Human Support: Monday–Friday, 9am–7pm

  • Ticket submission available outside these hours

Pacific Time

  • AI Support (Astro): 24/7

  • Human Support: Monday–Friday, 6am–4pm

  • Ticket submission available outside these hours


View Messages and Replies

After you send a message, replies appear in the chat thread. You can return to the widget at any time to review ongoing conversations and check for updates.


Help Docs in AIQ Ecommerce and AIQ Dashboard

In AIQ Ecommerce and AIQ Dashboard, the chat widget also includes a Help tab where you can search AIQ Help Center articles without leaving your account

Use the Help tab to find setup steps, feature guidance, and troubleshooting articles while working in the platform. If you still need help after searching, return to the chat and continue with Astro.


Minimize the Chat Widget

The chat widget can be minimized at any time by selecting the minimize icon in the top right of the widget.

Note: Minimizing the widget does not remove your conversation history. When reopened, your messages will still be available.


Need More Help?

If the chat widget does not appear right away, allow a few seconds for it to load.

If it still does not open, try refreshing the page or checking whether a browser extension, such as an ad blocker or script blocker, is preventing it from loading.

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