AI assistant
The assistant is a chat that answers questions about your company data and performs actions. It reaches the same data as the ordinary interface and follows the same permissions.
The assistant button sits in the top bar next to notifications. There is nothing to connect: every company has it, and it works across every section.
What it knows
- This documentation — the same articles you are reading, in full. Update an article and the assistant answers from the new version.
- Your company data — products, customers, sales, orders, deals.
Data is found by meaning: a question like "who has not been around for a while" gets an answer even if the base holds no such wording. Articles are searched the same way, so you can ask in your own words.
The documentation exists in English and Russian. The assistant reads the version closer to your interface language.
Sources under an answer
When an answer relies on the documentation, a Sources block appears under it with up to four links. A link leads to a specific section of an article and opens in a new tab, so the conversation stays where it is.
- Links are collected from the articles that were found, so they lead to pages that exist.
- The block appears where the documentation actually helped. A question like "how many deals do I have" gets no sources: the answer comes from company data.
- Links are kept in the conversation, so you can come back to an earlier answer.
Sources are a way to check what was said. If an answer touches money, permissions or irreversible actions, open the article and see for yourself.
What it can do
Reading — check stock, find a customer, put together a revenue summary, compare periods. Done immediately.
Changing — add a customer, create an order, send a message. Such an action always asks for confirmation: the assistant shows exactly what it is about to do and waits for your agreement. Without an answer within a few minutes the call is cancelled.
| Task | Example request |
|---|---|
| Analytics | "Profit for July", "Top products this month", "What should I pay attention to" |
| Finding data | "Find customer Petrov", "Which products are running out" |
| Creating records | "Add a customer", "Create an order for 10 packs", "Record a rent expense" |
| Bookings | "Book an appointment with a master for tomorrow at 15:00" |
| Customer communication | "Send a campaign to customers who have not been around for a while" |
| Setup | "Turn on the inventory module", "Set up a booking reminder" |
Amounts come back in your currency, and tables of figures are formatted to be readable.
How to ask
The assistant works best when a question sounds like a question to a colleague:
- "How much revenue last week and how does it compare with the week before?"
- "Which products are running out?"
- "Find customer Petrov, what did they buy last month?"
- "Add customer Ivanov with phone +7 900 000-00-00" — then confirm the action.
The answer appears as it is produced: you can see the assistant searching and reading, and when it asks for confirmation. Conversations are kept as threads.
Permissions
The assistant does not widen access. If an employee cannot see the profit report in the interface, they will not get it through the chat either. Every request is limited to your company.
The set of available actions depends both on the employee permissions and on the connected business modules: switching components on and off is an administrator's job.
Usage and limits
- AI balance — money set aside for requests. It is the only thing that pays for the assistant.
- Free daily quota — $0.10 a day on the Free plan. That covers a few questions, after which the AI balance is used.
- On paid plans there is no daily cap: the assistant works while the balance holds money.
- Spent today is visible in Plans and billing.
The AI balance is topped up by transfer from the company balance on the Administration → Plans & billing screen, which is open to administrators.
The assistant spends money only when you use it.
Frequently asked
Does the assistant make figures up? No: analytics comes from ready summaries in the system. If there is no data, it says so.
Can an action be undone? Confirmation is asked before execution, and without it the action is cancelled. Anything already done is corrected in the section where the record lives.
Who sees the conversation? Threads belong to the employee who had them.
Why does the assistant not answer? Most often the AI balance has run out, and on the Free plan the daily quota as well. Both figures are on the billing screen.
In short
- The assistant answers from your company data and from this documentation.
- Actions that change something always ask for confirmation.
- It adds no permissions: what is closed in the interface is closed in the chat.
- It is paid from the AI balance; the Free plan has a $0.10 daily quota.
Related components
- Plans and billing — the AI balance and usage.
- Reports — the same figures the assistant returns in the chat.
- Component settings — connected modules define what the assistant can do.
- Getting started — searching this documentation without a chat.