The AI assistant

Chapter 11

Ask a question about your own business in plain language and get an answer from live data. It is on the dashboard, and full screen under Overview → AI Assistant.

What to ask

Ask the way you would ask a colleague. Names work — you never need a code or an id.

• Who owes us the most?
• Top 5 selling items this year
• Show me Meghna Distribution House's transaction history
• How much did we make this month?
• What needs reordering?
• Has payroll been run for September?

Every figure it gives you comes from a real report, and it names which one. If it cannot find something, it says so rather than guessing.

Why it sometimes refuses

It says	What is happening
You do not have permission to see this	It runs under your permissions. It cannot show you anything you could not open yourself.
That name matches several customers	Reply with the full name or the customer number.
I only cover this company's data	You asked something outside the business — general knowledge, writing, code. It is deliberately limited to your data.
The assistant is not set up yet	An administrator has not connected a provider under Administration → Agent setup.

It reads; it does not write. It cannot raise an invoice, post an entry or change anything. Nothing you ask it can damage your data.

Managing conversations

1. Past conversations are listed on the left in the full-screen view.
2. New ones name themselves from what you asked; rename with the pencil.
3. Delete removes a conversation from your list.