Ask Marty - The AI-Enabled Chatbot - Beta Test Guide

Marty is our AI-enabled chatbot, using large language model AI capabilities to find and summarize information in the Martus Knowledge Base and help files.  Ask Marty questions -- and get useful answers, plus links to dive deeper if you wish!

• Marty is trained only on the Martus Knowledge Base and the contents of the help files. 
• All questions are completely anonymous. Marty doesn't know your username, your company, or anything about your Martus permissions.
• Marty has no access to your company's financial information.

Steps to use Marty:

1. Click the chat icon in the top right corner of the Martus screen.
   
   
   
2. The chat window will appear on the right side of the screen to communicate with Marty.
   
   
   
3. To assist the Martus team with the testing process, please begin all conversations by introducing yourself with your first name and company name.
   
   
   
4. Continue with a software-related question.
   
   
   
5. Rate the answer you receive with either a thumbs up or a thumbs down. For the purposes of testing Martus, please use thumbs down if all or any part of the answer is incorrect.
   
   

Notes:

• Marty is great for software-related questions, but it doesn't have access to marketing or client billing information.
• Marty is utilizing the Martus Knowledge Base and the Martus Help Files (the blue question marks in Martus) to answer your questions.
• Marty will provide links to the source documents it uses to answer the questions you ask.
• Feel free to ask follow-up questions for Marty if you feel as though the first answer wasn't helpful.
• The Martus team is reviewing all questions and answers to provide better source data for Marty to improve future answers.
• Marty will be monitored by our support team but does not have a way to connect the user to a support agent directly.