Product Assistant

helps you get fast, reliable answers about your plugin experience without leaving the page you are working on use it to learn how features work, find guidance for common tasks, and review trusted documentation sources behind each answer overview is an in plugin help experience designed to answer questions about the plugin and related workflows it gives you a simple way to ask how to questions, understand available functionality, and find relevant product guidance while you work is built to search and summarize trusted product guide content it can help explain features, clarify setup steps, and point you to the source material used to generate an answer also uses the current conversation to give better follow up responses that means you can ask a question, continue the conversation, and refine your request without needing to repeat everything from the beginning note does not make changes in your environment it is a guidance tool only setup use these steps to open and complete the first time onboarding flow open open the panel from within your plugin when you open it for the first time, you will see a welcome screen that introduces the assistant and explains that it can answer questions about the plugin select your role choose the option that best matches your role at your organization examples may include accountant accounting manager ap clerk cfo controller other choose your experience level select how familiar you are with the plugin beginner proficient expert start the guided tour click show me around to begin a short walkthrough of the product assistant interface the guided tour introduces the quick start questions, the message area, source indicators, and the input field where you can type your own questions use the assistant start with a suggested question on the home screen, may show quick start cards for common topics these suggested prompts help you get started with questions such as how to complete a payment related task how to enable a feature what options are available for your bank where to go for support or ask your own question type your question into the ask me anything field and submit it you can ask straightforward how to questions, follow up questions, or more specific questions related to your workflow review the response will reply directly in the conversation panel responses may include step by step guidance feature explanations product guide references links to relevant documentation continue the conversation you can ask follow up questions in the same thread to get more targeted help because product assistant uses the current conversation as context, it can often understand what you are referring to without requiring you to repeat earlier details understand trusted answers check the status indicator while preparing a response, may show a status such as thinking or indicate that it is consulting trusted documentation this gives you visibility into when the assistant is working on an answer or checking a source review trusted source links each response may include source links to help you understand whether product assistant referenced trusted documentation use these source links to review the underlying documentation and confirm that it matches your question verify important answers is designed to be helpful, but like any ai tool, it can occasionally return incomplete or incorrect information before taking action, especially for important tasks or configuration decisions, confirm the answer against the cited documentation manage conversations use conversation history can support multiple conversations, making it easier to separate different questions or workflows this is helpful if you want to keep one thread for payments, another for setup questions, and another for support related topics switch between conversations use the conversation menu to move between previous product assistant threads this allows you to return to an earlier discussion and continue where you left off faqs what can do? helps answer questions about the plugin by searching, retrieving, summarizing, and explaining information from trusted product guides it is intended to help you understand features, complete common tasks, and find the right documentation more quickly can make changes in my erp? no is a guidance experience only it can answer questions and surface documentation, but it cannot change settings, update data, or perform actions on your behalf where does get its answers from? relies on published product guide content as its trusted source of information it uses that documentation to generate responses and, when available, shows the sources used for the answer does remember other conversations? uses context from the current conversation thread only this helps it answer follow up questions more naturally, but it does not carry context across separate conversations should i trust every answer automatically? you should review the source indicators and verify important answers before acting on them is designed to be helpful, but it can still make mistakes, so trusted sources should always be your final reference