How to Use StoriiCare's AI Support Agent

StoriiCare's AI Support Agent is trained on our entire library of StoriiCare help articles. Ask it how to do almost anything in StoriiCare and get a clear answer in seconds, by voice or text, in more than 30 languages, any time of day.

• How-to questions for any StoriiCare feature, for example recording care, the Register, Forms, Care Plans, Billing, the Group Portal and family sharing

• Step-by-step guidance for setting up your account, adding participants and staff, and configuring settings

• Troubleshooting common issues, such as a setting or button you can't find

• Permissions questions, including why you might not see a setting and who in your organization can change it

• Quick explanations of StoriiCare terms and features

It also understands that your account may use different labels. For example, your organization might say "Member" instead of "Participant," or "Support Plan" instead of "Care Plan." If you mention a term it doesn't recognize, it will point you to Settings → Appearance → Terms to check what your account calls it.

1. Go to the Support tab in StoriiCare.

2. Click the AI Support Agent button.

3. Click Talk to our AI Agent and accept the terms.

4. Speak your question, or type it if you'd rather not talk (handy in a busy center).

To close the agent, go back to the Support tab and click the AI Support Agent button again.

💡 Tip: You don't need to phrase your question perfectly. Just ask naturally, like you would ask a colleague. If your question is unclear, the agent will ask a quick follow-up.

The agent supports more than 30 languages, including Spanish, French, German, Portuguese, Italian, Dutch, Arabic, Hindi, Chinese, Japanese, Korean, Vietnamese, Tagalog and many more. Pick your language from the language selector, or simply start speaking and it will switch automatically.

• "How do I add a new participant?"

• "How do I mark someone absent on the Register?"

• "How do I share photos of an activity with families?"

• "Why can't I see the Session Time setting?"

• "How do I give a staff member access to billing?"

• It answers from our help articles. If it isn't confident about an answer, it will tell you rather than guess.

• It can’t see or change your account. It has no access to your StoriiCare records and can't change settings or permissions for you. For permission changes, ask your StoriiCare admin (admins can update roles under Business Settings → Staff Roles & Permissions).

• Some answers depend on your setup. If your question depends on how your account is configured, the agent will point you to our support team.

The AI Support Agent only uses our help content to answer questions and is not connected to your participant or staff data. Please don’t share participant names or health information in your questions. You don't need them to get help. Conversations may be reviewed by our team to improve the agent.

If the agent can't solve your issue, it will share our contact details. You can also always:

• Chat with our team live (1am-5pm PST)

• Submit a support request

• Call us on +1 650 924 9930, or email us at support@storii.com