Using the AI Assistant

Ask questions about your organization's data and get instant, context-aware answers.

Starting a Conversation

1. Click AI Chat in the sidebar.
2. Click New Chat.
3. Type your question in the message box. Examples:
   • "What's our revenue this quarter?"
   • "Which clients have overdue invoices?"
   • "Show me team utilization for March."
   • "List upcoming compliance deadlines."
4. Press Enter or click Send.
5. The AI responds using your organization's actual data.

Continuing a Conversation

Follow up with additional questions in the same chat. The AI remembers the context of the current conversation.

Accessing Previous Chats

1. Open AI Chat.
2. Browse your saved conversations in the left panel.
3. Click any previous chat to resume or review it.