Manual
The Assistant
The Assistant is a chatbot in Business Assistant’s Chat. It knows the company’s pages, fields and reports, reads its records with your permissions, and answers in plain words, with tables and charts when figures need them. It can also prepare things for you (a posting, a new customer, journal lines from a spreadsheet), which happen only when you press Confirm.
Opening the Chat
- Choose the Chat button at the bottom right of any page.
- Choose New chat, then the Assistant. (The same list has the people you work with.)
- Type in the box (“Ask a question or name a page…”) and press Enter.
The Assistant shows its words as it writes them, and what it is doing meanwhile, such as “Looking up records”. You can also attach a file or send a voice note.
A conversation starts afresh after an hour without a message, with the Assistant’s greeting; earlier messages are kept, a Load more away. In the box, the Up arrow brings back what you asked before.
Note
Using the Chat with the Assistant needs the CHAT permission set (or SUPER). The Assistant reads and does only what your own permissions allow, and says so when they don’t.
What it is good for
| You want to | Ask, for example |
|---|---|
| Look something up | “Which customers owe us more than a month?” |
| Total and compare | “How much did we sell last week, by product?” |
| See a statement | “What was our profit last month?” “What is the VAT for September?” |
| Know what happened | “What did Aisha post yesterday?” |
| Find a page or report | “Open the posted sales invoices of Kisementi this month.” “Run the trial balance for March.” |
| Get something done | “Post tomorrow’s bake.” “Make an invoice for Ntinda Corner Shop for 40 white loaves.” |
| Be reminded | “Remind me to pay Kampala Gas Supplies on Friday.” |
| Be helped when stuck | It offers by itself: press Help me. |
In this manual
- Asking questions: what it can answer, how it gives figures, tables and charts, reports and exports.
- Getting things done: actions and changes to confirm, posting previews, files, settings, reminders and setup templates.
- Help it offers: help when you are stuck, missing setup, the setup checklist, the daily digest and the Activity pane.