How to Get Instant Answers with Ask Sierra
Ask Sierra is your AI-powered assistant, built right into your Client Admin Area to help you work faster, smarter, and with fewer roadblocks.
Why Ask Sierra Matters
Sierra clients are busy. Whether you're running a brokerage, supporting a high-volume team, or juggling lead follow-up between showings, your time is valuable.
Ask Sierra helps reduce the time you spend searching for answers. It surfaces the right Help Center articles instantly, so you can stay focused on growing your business, supporting your team, and closing more deals.
What Is Ask Sierra?
Ask Sierra is Sierra Interactive’s new AI-powered assistant. It's designed to support your daily workflow with fast, accurate guidance. It scans our Help Center and delivers the most relevant content based on your question.
Instead of clicking through menus or submitting a ticket, just ask a question like:
- “How do I update lead statuses?”
- “What’s the best way to set up an action plan?”
- “How do I stop texting overages?”
Ask Sierra instantly delivers contextual responses, often with direct answers and helpful article links.
Pro Tip: Use a Question Mark for the Best Results
How you type your question matters.
- With a question mark (?): You’ll get an AI-generated answer plus related Help Center links.
- Without a question mark: You’ll see a list of related articles only.
Example:
- ✅ “How do I set up lead routing rules?” → AI answer + links
- 🚫 “Lead routing rules” → Just article links
Using a question mark tells Ask Sierra you're asking a complete question, which triggers a more helpful experience.
Where to Find It
Ask Sierra lives in the Client Admin Area at the top of your screen, just to the left of the question mark icon.
Click into the Ask Sierra bar and start typing. No special formatting or commands needed. Use natural language, just like you'd ask a teammate.
What Ask Sierra Can Help With
Ask Sierra is ideal for:
✅ Quick “how-to” questions
✅ Troubleshooting common setup issues
✅ Learning best practices
✅ Finding setup guides, checklists, and training videos
It's especially helpful for onboarding new team members, exploring a new feature, or working late and needing fast answers.
When to Reach Out Instead
Ask Sierra is powerful, but it can’t:
- Troubleshoot issues specific to your account
- Escalate technical bugs
- Offer personalized strategic advice
For those needs, submit a support request and our team will take it from there.
Built for the Way You Work
Ask Sierra was created to work alongside your day-to-day tools. Whether you're:
- Prospecting from the Leads Dashboard
- Customizing your website
- Managing lead follow-up
- Troubleshooting your CRM
You’ll get fast, accurate answers without slowing down.
✅ Fast
✅ Reliable
✅ Built into your workflow
Ready to try it?
Head to your Client Admin Area, click into Ask Sierra, and ask away. Just don’t forget the question mark.