Deeto’s Personal AI Assistant lets you access all your customer voice data through natural language. Ask questions, request summaries, and surface insights — no filters or complex searches needed. This guide covers how to get the most out of it. Adoption journey: Getting Started (Enabled) → Building Habits (Adopted) → Going Deep (Embedded)Documentation Index
Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt
Use this file to discover all available pages before exploring further.
1. Your first week
Setup checklist- Confirm the AI Assistant is visible in your Deeto sidebar
- Verify at least 3 team members have access
- Confirm your VoC data sources are connected — interviews, surveys, reviews, and other feedback
- Run your first test query (see examples below)
- Share access with a colleague and run a query together
- “What are the top 3 reasons customers chose us in the last 6 months?”
- “Which customers mentioned challenges with onboarding?”
- “Find positive quotes about [specific feature] from enterprise customers”
- “What feature requests came up most in recent interviews?”
- “Summarize customer sentiment about our pricing”
2. Writing better queries
The AI understands natural language, but a few patterns consistently produce stronger results. Query formulas that work| Pattern | Example | Why it works |
|---|---|---|
| Time-bound | ”What feedback did we get about integrations in the last 90 days?” | Narrows results to recent, relevant data |
| Segment-specific | ”What do enterprise customers say about our support experience?” | Filters by customer type for focused insights |
| Comparative | ”How does customer sentiment about Feature X compare to Feature Y?” | Surfaces relative strengths and gaps |
| Trend-seeking | ”Has customer satisfaction with onboarding improved over the last 2 quarters?” | Identifies patterns over time |
| Action-oriented | ”Find customer quotes I can use in a pitch deck for healthcare prospects” | Produces ready-to-use output |
- Add a time filter: “…but only from the last quarter”
- Narrow the segment: “…specifically from mid-market SaaS companies”
- Change the format: “Can you list these as bullet points with customer names?”
- Go deeper: “Tell me more about the third point you mentioned”
3. Use cases by team
Customer Success- Pre-QBR prep: “Summarize all feedback from [Account Name] in the last 6 months”
- Risk detection: “Which accounts expressed frustration about support response times?”
- Expansion signals: “Which customers mentioned wanting to use Deeto for more teams?”
- Competitive intel: “What do customers say about us vs. [Competitor Name]?”
- Proof points: “Find customer quotes about ROI or time savings”
- Messaging validation: “Do customers describe our platform as ‘easy to use’? What words do they actually use?”
- Feature prioritization: “What are the top 5 feature requests from enterprise customers?”
- Sentiment tracking: “How has sentiment about our API changed over the last year?”
- Pain points: “What are the most common complaints about our reporting capabilities?”
- Deal prep: “Find customer stories from healthcare companies that implemented in under 30 days”
- Objection handling: “What do successful customers say when asked about the initial learning curve?”
- Social proof: “Find 3 strong customer quotes about our competitive advantages”
4. Creating content assets with Content Studio
The Content Studio (included with the AI Assistant) lets you generate polished content directly from your VoC data.| Asset type | Best for | How to use |
|---|---|---|
| Customer quotes | Sales decks, case studies | Pull and format verified customer quotes |
| Insight summaries | Executive briefings, QBRs | Summarize themes across multiple sources |
| Proof points | Marketing campaigns, landing pages | Extract specific ROI and outcome data |
| Trend reports | Product planning, board updates | Identify patterns over time |
- Always verify generated content against the source citations provided
- Use specific prompts: “Create a customer quote card about our onboarding experience from a fintech customer”
- Request multiple options: “Give me 3 different proof points about our time-to-value”
- Iterate: “Make this quote more concise” or “Can you find a stronger example?”
Content Studio uses 40 credits per asset generated. Plan your content needs to use credits efficiently — batch requests where possible.
5. Building team habits
Weeks 1–2: Foundation- Each team member runs at least 3 queries
- Share one useful insight with the broader team
- Identify one recurring task the AI Assistant can replace (e.g., manual QBR prep)
- Add “AI Assistant query” as a step in at least one existing workflow
- Run a team session: each person shares their best query and result
- Identify 2–3 “go-to queries” the team will use regularly
- The AI Assistant is the first stop for any customer intelligence question
- Team members proactively share AI-surfaced insights without being prompted
- New team members are onboarded to the AI Assistant as part of tool training
- Quarterly review: measure time savings and quality of insights
6. Measuring success
| Metric | Target | How to track |
|---|---|---|
| Weekly active users | 3+ users querying weekly | Deeto usage analytics |
| Query volume | 5+ queries/week across the team | Platform analytics |
| Time saved | 5+ hours/week per team | Before/after comparison |
| Content assets created | 4+ per month via Content Studio | Content Studio activity log |
| Cross-team usage | Users from 2+ departments | User department mapping |
7. Troubleshooting
Results seem incomplete
Results seem incomplete
Check that all your data sources are connected. The AI can only search data that’s in Deeto.
Responses are too generic
Responses are too generic
Add more specificity — time range, customer segment, specific topic. See the query formulas in Section 2.
Team members aren't using it
Team members aren't using it
Start with a demo focused on their specific pain point. One relevant query is worth more than a feature overview.
Running low on credits
Running low on credits
AI queries use 2 credits each. Content Studio uses 40 credits per asset. Talk to your Customer Success Manager about credit allocation.
Want to expand to more users
Want to expand to more users
Contact your Customer Success Manager — additional seats are available.