Skip to content
  • There are no suggestions because the search field is empty.

Ask Sierra (Beta): Instantly Get Help from the AI Answer Engine

Ask Sierra is your AI-powered answer engine designed to help you solve problems without waiting for a support ticket. 

 

🗣️The Ask Sierra Beta has concluded. Ask Sierra launched on September 2nd, 2025 and is currently available to all Sierra Interactive clients.

By referencing our entire Help Center and learning from thousands of real customer interactions, Ask Sierra delivers immediate, accurate answers to your platform questions directly within the platform.

Table of Contents

  1. Where to Find Ask Sierra

  2. How to Get the Best Results

  3. Troubleshooting & Limitations

Where to Find Ask Sierra

Now that Ask Sierra has graduated from beta, it is integrated directly into your daily workflow. You no longer need to visit a separate access page.

  1. Log in to your CRM.
  2. Locate the Ask Sierra search bar in the top navigation menu.
  3. Click the search bar to expand the input field. Alternately you can use the Cntrl + K (Windows) or Cmd + K (Mac)
  4. Type your full question (using a ?) and press Enter.

Back to Top

How to Get the Best Results

To get the most accurate answers, frame your queries as a single complete question rather than simple keywords. Ask Sierra uses natural language processing to understand the intent behind your request.

  • Use a Question Mark: Always end your query with a question mark (?) to instruct the AI to generate a direct answer.
    • Good: "How do I import leads from a CSV file?"
    • Bad: "Import leads"
  • Be Specific: Include the specific tool or feature name in your question.
    • Good: "Where do I change the lead routing settings for my buyers?"
    • Bad: "Routing settings"

Review the Sources: Ask Sierra provides links to the Help Center articles it used to generate the answer. Click these links for step-by-step verification.

Back to Top

Troubleshooting & Limitations

If you do not receive the answer you expect, use these tips to refine your search or escalate the issue.

Common Issues

  • "No results found": This usually happens if the question is too vague or if the topic is not yet covered in the Help Center.
    • Action: Rephrase your question with different keywords.
  • Inaccurate Answers: While Ask Sierra is highly accurate, it may occasionally misinterpret complex scenarios.
    • Action: Verify the information by clicking the "Read more" links provided in the answer.

Escalating to Human Support

Ask Sierra is designed for speed, but complex technical issues may require a human expert. If the AI cannot resolve your issue:

For a complete guide to our Support resources, check out

  1. Click the Contact Support link at the bottom of the Ask Sierra window.
  2. Complete the Support Form.

Back to Top