Using CafeX assistants

Interact with the CafeX assistants in the following ways:

  • Use your account assistant to:
    • Create tracks
    • Schedule meetings
  • Use your track assistants on each track to:
    • Handle incoming emails and events

There are three types of user the assistants consider:

  • Members of your organization
    • Your CafeX account is ready to use for all members of your organization.
  • Associates from outside of your organization
    • CafeX requests they sign up after receiving an invitation to join a track.
  • Guests
    • Anyone else.
    • These users can participate as guests during live sessions, while not being track members.

Assistants behave differently when receiving emails from these users.  In addition, track assistants take into account the role of members they receive emails from.

Emailing your account assistant

Emailing your account assistant:

  • As a guest:
    • The account assistant does nothing.
      CafeX does not create a track when guests send emails to it.
  • As a member from outside of your organization:
    • The account assistant does nothing.
      CafeX does not create a track when these members send emails to it.
  • As a member of your organization:
    The account assistant

    • Starts a track.
    • Adds users you include on the email as track members.
      • The assistant invites any guests to sign up and create a user.
    • In addition, if you send a meeting event:
      • The track assistant sends you, and all recipients two emails:
        • Inviting you to the new track, with a link to sign up if necessary.
        • Containing the live session URL.
      • The assistant updates the meeting event to include a hyperlink to the live session.

Emailing your track assistant

Emailing your track assistant:

  • As a guest user:
    • The track assistant sends an email to the track administrators, informing them when it receives a message.
    • The track assistant does not share the content of the email with the track.
  • As a track member with the role viewer:
    • The track assistant sends an email to the track administrators, informing them when it receives a message.
    • The track assistant does not share the content of the email with the track.
  • As a track member with the role collaborator or track administrator:
    • Sends content to the track.
    • Does not add members you include on your email.
      • You must add these manually.
    • In addition, If you send a meeting event from your calendar:
      • Records the meeting on your track.
      • The assistant send an email with a hyperlink live session.