Getting started
Ask the store assistant
When your store has it turned on, the Ask button at the top right answers questions about your sales, stock and orders from your real reports — and it only suggests changes, you confirm them.
Steps
- Click Ask at the top right of any page.
- Type a question in plain words — "How are we doing today?", "What should I reorder?" — or tap one of the suggested questions.
- Read the answer; it lists the reports it is based on. Use Take me there or Open the guide to jump to the right page.
- If it suggests a change, check it, then click Do it to apply it or Dismiss to skip it. Nothing changes until you click Do it.
- For your saved chats, open Assistant from the menu (under Records) and pick one from Conversations.
Good to know
- The Ask button only shows when the assistant is turned on for your store (Admin → AI Assistant). Until then the Assistant page says it isn't turned on yet.
- The Needs attention list (items below cost, low stock, expiring licenses, cash shortages) can show even before chat is turned on. Review & fix prices and Review & draft POs let you edit before anything is applied; purchase orders are created as drafts.
- It can only do what your role allows — if you lack a permission, it tells you instead of offering Do it.
- Browse help and Contact support are at the bottom of the Ask panel too.