StrataMax Chatbot

We are excited to offer the StrataMax Chatbot for you! This cutting-edge chatbot has been trained on all of our online help content, making it a valuable resource for answering a wide range of questions about using StrataMax.

Right Side Pop up: Once loaded, the Chatbot will appear on the right side of your screen.

Feedback is crucial: Please click on the Thumbs Up or Down for your chat and provide feedback in the box when you close the pop-up. The more detail, the better. We also have an overall feedback form on your experiences with utilising the chatbot.

IMPORTANT Tips for Interacting with the StrataMax Bot: To make the most of your interaction with the StrataMax Bot, we've provided some important tips for you to follow:

  1. Be Specific: For accurate responses, try to be as specific as possible when asking questions and keep the questions short. For more complex questions, break them up.
    • Example: Instead of asking, "How do I use StrataMax?" try, "How do I generate a financial report in StrataMax?"
  2. Use Keywords: If you're familiar with StrataMax, use relevant keywords to increase the Chatbot's chances of providing the correct answer.
    • Example: If you ask about creating a fee notice, include keywords like "generate" and "levy” in your question.
  3. Simple Language: While the Chatbot can understand complex queries, using simple and direct questions in plain English often yields better results.
    • Example: Instead of asking, "What are the various intricate steps to configure an email template?" try, "How do I set up an email template?"
  4. Ask Follow-up Questions: If you need more details on an answer, feel free to ask follow-up questions like, "Where do I access that from?"
  5. Start Again: It's always best to start a fresh conversation when you want to ask the Chatbot separate questions. Simply click the white circular arrow (Start Again) icon at the top right of the chat window..



  6. Source Links: Find additional context by clicking the Sources link below the provided answer, which leads to specific pages in our online help.
  7. Need Further Assistance?: Try a regular search of online help if you don’t get the answer you are looking for. If you still need further assistance, you can contact our live chat during business hours (AEST) or our support team.