AI Live Chat & Support

1. THE AI ASSISTANT — A HELPER THAT KNOWS YOUR ACTUAL SETUP

A chat bubble sits in the corner of every screen in the app. Click it, and you get a full conversational assistant — not a generic chatbot, but one that's been given, at the moment you ask, exactly which modules and features your specific business has enabled. Practically, that means:

• If your business doesn't use Accounting, the assistant won't recommend a report you can't see.
• If you run Production, it knows that and can point you to manufacturing-specific features and reports.
• It knows your name and role, and addresses you personally.
• It suggests real, clickable links to the exact pages relevant to your question, styled clearly so you know it's a suggestion you can act on.

Quick-start options (Book a Meeting, Mapping & Import, Add Opening Data, Features & Benefits) get you moving immediately without typing a question, especially useful during initial setup.

Your conversation is remembered across page reloads and different screens in the app (in your own browser), so you can ask a question, navigate away to check something, and come back to find your conversation still there. Clear History is available any time you want a fresh start.

2. RELIABLE BY DESIGN

The assistant is built on multiple AI providers with automatic failover — if one provider is temporarily unavailable or overloaded, your request is automatically retried against a different one, without you ever noticing anything happened. If a message genuinely fails to send, you get a clear "Connection failed" message with a one-click Retry, rather than a confusing silent failure. Every AI response also passes through a strict content filter before it's ever displayed, so only safe, expected formatting is shown to you.

3. SUPPORT CENTER — WHEN YOU NEED A HUMAN

Support gives you two direct paths to real help:

• Submit a Support Ticket — describe your issue with a Subject, Description, and Priority (Low/Normal/High/Urgent), and track it under My Tickets with a live Status until it's resolved.
• Start Live Chat — connect directly with a support representative for real-time help. This screen is deliberately available to every user regardless of their permission level elsewhere in the app — getting help is never something a permission setting can accidentally block.

4. HOW IT CONNECTS TO THE REST OF THE SYSTEM

• Every module in the product — the assistant's knowledge of what pages exist is built dynamically from your actual business configuration (see the Settings & User Permissions guide), so it stays accurate as you turn features on.
• Meeting Booking — "Book a Meeting" from the chat widget connects directly into the scheduling system described in the CRM Meeting Booking guide.

5. WHY IT SCALES FROM SMB TO ENTERPRISE

Quick Reference

  AI Assistant ............................. Chat bubble, bottom-right corner,
                                             any page
  Support Center ........................... Support (available to every user)