Asking the assistant about your own account

The assistant on your Dashboard (and on the Ask the assistant page) can answer questions about your own account as well as how things work. Ask it things like does Jane Smith have open invoices, what did we collect this week, or which scheduled payments run tomorrow. It looks up only what the question needs, it only reads, and it lists the records it found under its answer with links to the pages they came from. It never sees contact details, notes or saved card details, and you only see what your own access already allows.

Things it can set up. It can send an invoice again and open a support request with the chat attached. It never does either by itself. It shows a sentence saying exactly what will happen and a Confirm button, and nothing happens until you press it. A staged request expires after ten minutes. An invoice can be resent once a day from the chat, and only when it is sent or partly paid and the customer has an email address. It cannot take a payment, refund, void, delete or edit anything, and it cannot change settings or users.

Support requests. When it opens a support request, answers that used your account are replaced by a note that they were left out, unless you tick Include my account details.

Turning it off. An administrator can switch the account lookups off under Assistant settings on the account page. With them off the assistant answers from the help articles only and nothing about your account is sent to the AI provider. Each answer that uses your account sends a short summary of the records it needs to the AI provider, and that summary is not used to train models. There is also a daily limit on answers that use account data for each account.