Help Center
Frequently Asked Questions
Find answers faster with search, categories, and top questions.
What can the AI Assistant help me with?
Ai_Commands
Click the “Ask AI” button in the top bar to open the AI Assistant. You can ask questions like “Show me unpaid invoices older than 45 days” or “Show me leads that haven't been contacted in 30 days”. The assistant reads your data and returns an easy-to-read answer. It does not perform write actions automatically.
Who can do this: All users with assistant access.
What are good prompts to start with in AI Assistant?
Ai_Commands
Try: 'Show unpaid invoices older than 45 days', 'How many employees are on leave this week?', or 'Show me leads not updated in 30 days'.
Who can do this: All users with assistant access.
Can AI Assistant update records for me?
Ai_Commands
Yes, for supported workflows in channels like Telegram where action buttons are available. The assistant can propose actions and execute only after you explicitly confirm via the button. For unsupported actions, it will guide you to complete the task in the relevant module.
Who can do this: Users with permission for the target action.
Still need help?
Chat with us on WhatsApp or request a demo — usually under 15 minutes during business hours.