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Overview
The AI assistant answers questions using the Knowledge Center and platform content, cites its sources, and can hand off to support when unsure.
Purpose
Get instant help without leaving your screen.
Step-by-step guide
- Open Ask AI from the Help menu or the chat launcher.
- Type a question in plain language, for example how do I create an order.
- Read the answer and open the cited articles.
- If the answer is low confidence, use the related articles, create a ticket, or talk to a human.
Common mistakes
- Asking about data the assistant cannot see; it answers from help content.
- Ignoring the cited sources, which often have the full steps.
Best practices
- Ask one clear question at a time.
- Use the helpful feedback so answers improve.
FAQ
What does the AI use to answer?
The Knowledge Center, FAQs, guides and documentation.
What if it cannot answer?
It offers related articles and a path to human support.