{"id":371943,"date":"2026-09-01T17:10:28","date_gmt":"2026-09-01T17:10:28","guid":{"rendered":"https:\/\/idecide.com\/?post_type=docs&#038;p=371943"},"modified":"2026-09-14T19:58:41","modified_gmt":"2026-09-14T19:58:41","password":"","slug":"using-idecide-ai","status":"publish","type":"docs","link":"https:\/\/idecide.com\/cs\/knowledge-base\/back-office\/using-idecide-ai\/","title":{"rendered":"Using iDecide AI"},"content":{"rendered":"<div class=\"et_pb_section_0 et_pb_section et_section_regular et_flex_section\">\n<div class=\"et_pb_row_0 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_0 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_0 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--lnhu38qv7b\"><div class=\"et_pb_text_inner\"><p style=\"margin:0;font-size:17px;line-height:1.6;color:#23303D;\">iDecide AI acts as your AI assistant and can do almost anything you can in your back office! Ask it about your presentation activity in plain English, or ask it to do the work for you, like creating a personalized link or adding someone to your contacts.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_1 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_1 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_1 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/idecide.com\/wp-content\/uploads\/2026\/09\/What-the-viewer-sees-1024x400.png\" width=\"1024\" height=\"400\" alt=\"\" class=\"wp-image-371950 alignnone size-large\" srcset=\"https:\/\/idecide.com\/wp-content\/uploads\/2026\/09\/What-the-viewer-sees-980x383.png 980w, https:\/\/idecide.com\/wp-content\/uploads\/2026\/09\/What-the-viewer-sees-480x188.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_2 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_2 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_2 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--cs630ur44f\"><div class=\"et_pb_text_inner\"><h2 style=\"font-family: Poppins,sans-serif; font-size: 13px; font-weight: bold; letter-spacing: .09em; text-transform: uppercase; color: #0989cf; margin: 0 0 14px;\">Where to find it<\/h2>\n<ol style=\"margin: 0; padding-left: 20px; line-height: 1.75;\">\n<li>Log in to your Back Office at <a href=\"https:\/\/login.idecide.com\/\">Login.iDecide.com<\/a>.<\/li>\n<li>Click the <strong>iDecide AI<\/strong> tile on your dashboard.<\/li>\n<li>Type your question in the <strong>Message iDecide AI<\/strong> box at the bottom and press Enter.<\/li>\n<\/ol>\n<p style=\"margin: 16px 0 0; font-size: 14px; color: rgba(35,48,61,0.72);\">Every conversation is saved. Your chats appear\u00a0on the left, each one named automatically so you can find it again. Click <strong>New Chat<\/strong> any time you want to start over.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_3 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_3 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_3 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h2 style=\"font-family:Poppins,sans-serif;font-size:13px;font-weight:700;letter-spacing:.09em;text-transform:uppercase;color:#0989CF;margin:0 0 14px;\">What it can do<\/h2>\n<p style=\"margin:0;\">Four things, and together they cover most of what you would otherwise click through the Back Office to do.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_4 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_4 et_pb_column et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone preset--module--divi-column--5oh8yl59yw\">\n<div class=\"et_pb_text_4 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h3 style=\"font-family:Poppins,sans-serif;font-size:15px;font-weight:700;color:#304FB5;margin:0 0 10px;\">Analyze your activity<\/h3>\n<ul style=\"margin:0;padding-left:18px;line-height:1.65;\">\n<li>Total, completed, and unfinished views<\/li>\n<li>All presentations, or just one<\/li>\n<li>Any date range you name<\/li>\n<li>Trends by country, device, or day of the week<\/li>\n<li>Outcomes: the choices viewers made at the end<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n<div class=\"et_pb_column_5 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone preset--module--divi-column--5oh8yl59yw\">\n<div class=\"et_pb_text_5 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h3 style=\"font-family:Poppins,sans-serif;font-size:15px;font-weight:700;color:#304FB5;margin:0 0 10px;\">Look up contacts and history<\/h3>\n<ul style=\"margin:0;padding-left:18px;line-height:1.65;\">\n<li>Search contacts by name, email, or phone<\/li>\n<li>See a contact's full history, including what they watched and what was created for them<\/li>\n<li>Add a new contact<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_5 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_6 et_pb_column et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone preset--module--divi-column--5oh8yl59yw\">\n<div class=\"et_pb_text_6 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h3 style=\"font-family:Poppins,sans-serif;font-size:15px;font-weight:700;color:#304FB5;margin:0 0 10px;\">Create your links<\/h3>\n<ul style=\"margin:0;padding-left:18px;line-height:1.65;\">\n<li>Create a personalized iDecide URL for a contact<\/li>\n<li>Create a Lead Capture iDecide URL that collects a new viewer's details automatically<\/li>\n<li>Look up details on a link you already sent<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n<div class=\"et_pb_column_7 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone preset--module--divi-column--5oh8yl59yw\">\n<div class=\"et_pb_text_7 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h3 style=\"font-family:Poppins,sans-serif;font-size:15px;font-weight:700;color:#304FB5;margin:0 0 10px;\">Point you in the right direction<\/h3>\n<ul style=\"margin:0;padding-left:18px;line-height:1.65;\">\n<li>Help you pick the right presentation<\/li>\n<li>Hand you a direct link into Analytics, your Contact List, Create iDecide URL, Preview, or the builder<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_6 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_8 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_8 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><h2 style=\"font-family: Poppins,sans-serif; font-size: 13px; font-weight: bold; letter-spacing: .09em; text-transform: uppercase; color: #0989cf; margin: 0 0 14px;\">Sample Questions to Start With<\/h2>\n<p style=\"margin: 0;\">Talk to it the way you would talk to an assistant. Full sentences work better than keywords, and you can even ask two things at once.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_7 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_9 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_9 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><p style=\"font-family: Poppins, sans-serif; font-size: 12px; font-weight: bold; letter-spacing: 0.11em; text-transform: uppercase; color: #0989cf; margin: 0px 0px 12px;\">Your numbers<\/p>\n<div style=\"display: flex; flex-direction: column; align-items: flex-end; gap: 9px;\">\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">How many people completed my iDecide this month?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">How many links have I sent in the last 30 days?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">What is my close rate?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">What outcomes did viewers choose?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Show me my views broken down by country and device.<\/div>\n<\/div>\n<p style=\"font-family: Poppins,sans-serif; font-size: 12px; font-weight: bold; letter-spacing: .11em; text-transform: uppercase; color: #0989cf; margin: 26px 0 12px;\">Timing and trends<\/p>\n<div style=\"display: flex; flex-direction: column; align-items: flex-end; gap: 9px;\">\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">What is the best day of the week for me to send a presentation?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">When was the last time one of my links was watched, and by who?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Which of my presentations gets watched all the way through most often?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">How many of my links have never been opened?<\/div>\n<\/div>\n<p style=\"font-family: Poppins,sans-serif; font-size: 12px; font-weight: bold; letter-spacing: .11em; text-transform: uppercase; color: #0989cf; margin: 26px 0 12px;\">People<\/p>\n<div style=\"display: flex; flex-direction: column; align-items: flex-end; gap: 9px;\">\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Show me Jane Smith's history.<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Has Michael watched the link I sent him yet?<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Add Bobby Joe to my contact list.<\/div>\n<\/div>\n<p style=\"font-family: Poppins,sans-serif; font-size: 12px; font-weight: bold; letter-spacing: .11em; text-transform: uppercase; color: #0989cf; margin: 26px 0 12px;\">Getting work done<\/p>\n<div style=\"display: flex; flex-direction: column; align-items: flex-end; gap: 9px;\">\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Create a personalized URL for Sarah Chen.<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">I want to send a presentation to Bobby Joe.<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Create a Lead Capture link for my retirement presentation.<\/div>\n<div style=\"max-width: 100%; background: linear-gradient(103deg,#304FB5,#0989CF); color: #ffffff; border-radius: 18px 18px 4px 18px; padding: 12px 17px; font-size: 15px; line-height: 1.5;\">Take me to my analytics.<\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_8 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_10 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_10 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><p><img decoding=\"async\" src=\"https:\/\/idecide.com\/wp-content\/uploads\/2026\/09\/06b-idecide-ai-presentation-buttons.webp\" alt=\"iDecide AI offering a button for each presentation after a question about completions\" style=\"display:block;width:100%;height:auto;border-radius:24px;\" \/><\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_9 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_11 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_11 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--cs630ur44f\"><div class=\"et_pb_text_inner\"><h2 style=\"font-family:Poppins,sans-serif;font-size:13px;font-weight:700;letter-spacing:.09em;text-transform:uppercase;color:#0989CF;margin:0 0 14px;\">It only ever sees your data<\/h2>\n<p style=\"margin:0 0 16px;\">iDecide AI is walled off to your account. It reports on how your presentations are doing with the people <strong>you<\/strong> sent them to. It never reports on anyone else&#39;s activity, or on company-wide totals. Ask it for a company-wide number and it will tell you plainly:<\/p>\n<p style=\"margin:0 0 16px;padding:14px 18px;border-left:4px solid #0989CF;border-radius:0 24px 24px 0;background:#F1F8FC;font-style:italic;color:#23303D;\">&ldquo;I only have access to your current account&#39;s data, so I can&#39;t confirm company-wide totals across other users&#39; accounts.&rdquo;<\/p>\n<p style=\"margin:0;font-size:14px;color:rgba(35,48,61,0.72);\">So you can ask <strong>how many times have I sent this link in the last 30 days<\/strong>, but not how many times a presentation has been sent across the whole company. The same protection works in your favor: nobody else&#39;s iDecide AI can see your contacts, your links, or your results.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_10 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_12 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_12 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--c6xlf7nb39\"><div class=\"et_pb_text_inner\"><h2 style=\"font-family: Poppins,sans-serif; font-size: 13px; font-weight: bold; letter-spacing: .09em; text-transform: uppercase; color: #0989cf; margin: 0 0 14px;\">Good to know<\/h2>\n<ul style=\"margin: 0; padding-left: 18px; line-height: 1.7;\">\n<li><strong>It will ask which presentation.<\/strong> If your question could apply to more than one, it shows your presentations as buttons, so just tap the one you mean instead of typing the name.<\/li>\n<li><strong>View times are shown in UTC<\/strong>, not your local time zone. Keep that in mind when you are reading recent activity.<\/li>\n<li><strong>It will not critique your content.<\/strong> iDecide AI reports on how your presentations perform. It does not give feedback on the script or the slides themselves.<\/li>\n<li><strong>Not sure where to start?<\/strong> Ask it \u201cWhat can you help me with?\u201d and it will list everything it can do for your account right now.<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_11 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_13 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_13 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--cs630ur44f\"><div class=\"et_pb_text_inner\"><h2 style=\"font-family:Poppins,sans-serif;font-size:13px;font-weight:700;letter-spacing:.09em;text-transform:uppercase;color:#0989CF;margin:0 0 14px;\">On the mobile app<\/h2>\n<p style=\"margin:0 0 14px;\">iDecide AI is in the iDecide app too, the same assistant you use in the Back Office.<\/p>\n<ul style=\"margin:0;padding-left:18px;line-height:1.7;\">\n<li>Open it by tapping the sparkle icon at the top of the app, next to the notifications icon.<\/li>\n<li>Swipe right to see your past sessions, and left to get back to the chat.<\/li>\n<li>Your sessions sync with the Back Office, so you can start a question on your phone and pick it up on your computer.<\/li>\n<li>It jumps you straight to the right screen. Ask something like &ldquo;How do I get notified about iDecide views?&rdquo; and it opens your notification settings.<\/li>\n<li>A few things stay on the web. Previewing a presentation and the News tab are Back Office only, and it will say so and give you a link.<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_12 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_14 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\">\n<div class=\"et_pb_text_14 et_pb_text et_pb_bg_layout_light et_pb_module et_flex_module\"><div class=\"et_pb_text_inner\"><p style=\"margin:0;font-size:14px;color:rgba(35,48,61,0.72);\">Still stuck? Reach us at <span style=\"color:#0989CF;\">Hi@iDecide.com<\/span> and we will walk you through it.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-371943","docs","type-docs","status-publish","hentry","doc_category-back-office"],"year_month":"2026-09","word_count":0,"total_views":"82","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Claude AI","author_nicename":"claude","author_url":"https:\/\/idecide.com\/cs\/author\/claude\/"},"doc_category_info":[{"term_name":"iDecide Back Office","term_url":"https:\/\/idecide.com\/cs\/knowledge\/back-office\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - 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