Ask a question about your business

Use the Ask panel to ask about sales, dues, cash, stock, profit and more in your own words, and get answers from your own books within what your role may see.

The Ask panel answers questions about your business in plain words, from your own books. Ask the way you would ask your accountant, for example How much did we sell yesterday?

The Ask panel with a question and its answer

Before you begin

• Your company needs the AI add-on. See Switch AI on for your company.
• The answers follow your role. If your role cannot open the sales reports, the AI cannot tell you the sales either.

Where to find it

Click the round Ask button with a sparkle icon at the bottom right of any screen. It is hidden on the till, kitchen and customer display screens.

Ask a question

1. Click the Ask button. The panel opens.
2. Click one of the examples, or type your question in the box, for example sales this month by product.
3. Press Enter, or click the send arrow. Press Shift+Enter for a new line.
4. Read the answer. It says which period and which branches it covers.
5. Ask a follow-up, for example and last month? The panel remembers the conversation.
6. Click New chat to start again on a new subject.

The examples in an empty panel are How much did we sell yesterday?, Who owes us the most?, Cash and bank balances and What is running low in stock?

Get a deeper answer

Tick Deeper answer before you send, for comparisons and explanations, such as why is profit lower this month than last? A larger model answers. It uses more of your monthly allowance.

What you can ask about

Subject	Example
Sales	Sales last week by day, top 10 products this month
Money owed to you	Who owes us the most, and since when?
Money you owe	Which supplier bills are due this week?
Cash and bank	Cash and bank balances today
Stock	How many Basmati rice 5 kg bags do we have?, what is running low?
Purchases and expenses	Purchases from Ali Traders this year, expenses last month
Profit	Profit this month
One account	Balance of the Rent account
Payroll	Payroll for March
Tax authority	Were any invoices rejected by FBR this week?
One document	Show invoice SI-00125
A customer, supplier or product	Find customer Sara Khan

A module your company does not have, such as payroll, is not answered.

Ask it to prepare an entry

You can also ask the AI to prepare a sale, purchase bill, payment or expense, for example record a cash sale of 2 bags of cement.

1. Type what to record.
2. The AI prepares it and shows a line with the entry and Waiting for approval.
3. Click that line to open the AI Inbox, then approve or decline it.

The AI never says an entry is posted. Nothing reaches your books until a person approves it.

What the AI will not do

• Post, change or delete anything.
• Work out a figure on its own. It asks your books for totals, so its numbers match your reports.
• Show you more than your role allows.
• Follow instructions hidden in your data. If a customer name or a note looks like an instruction, it ignores it and asks you to record the entry yourself.

Common questions

The answer differs from my report. Check the period and the branch. The answer names both. Draft and cancelled invoices are not counted.

It says I do not have access. Your role cannot see that information. Ask an administrator to change your role if you need it.

It says "The assistant could not be reached just now". Wait a minute and ask again.

It stopped answering this month. The Questions allowance is used up. It starts again on the first of next month.

Can I ask in Urdu? Yes. Ask in English, Urdu or Roman Urdu; it answers in the language you wrote in.

Who can see my chat? Only you can open it again. A conversation is kept for 30 days, then deleted. See Your data and the AI.