Skip to content
User Manual · Chapter 2 — Business intelligence: cockpits, dashboards, and the AI assistants

Asking is a conversation

Ask keeps the whole conversation on screen, oldest first — your earlier questions and their answers stay where you can scroll back to them, and a new answer arrives at its first line (if you have scrolled away, a ↓ New answer button brings you back to it). Each answer keeps its own sources tucked behind its ⓘ sources line; tap it when you want to see where that answer came from.

Sometimes Ask needs one detail before it can act — a name that matches two products, say. The question then appears as a card with the choices as buttons: tap one, or type its number or name in the box. While a question like that is open, a bar above the box says Answering: and names what is being asked, with a Cancel beside it; cancelling drops the command — nothing is created from a half-finished instruction, ever. If Ask raises a draft for you (a quote or an order), the proposal sits in the conversation where it was raised, with its Confirm, Review & amend and Discard buttons on it.

Sometimes the honest answer is that your words fit more than one thing: explain the daily report when several managers have filed one, or a trace whose code an order and a waybill share. Ask will not pick quietly — it names the matches in its answer and shows each one as a button under it. Tap the one you mean and Ask opens exactly that one; or say the fuller sentence yourself — each button is labelled with what it will open. The same buttons appear in a module manager's panel when one of its answers could be two things.

Above the box, the example chips ride in a single row you can swipe through:

  • ⌘ What can I ask? — always first. It brings up a card showing the shapes of question and command Ask understands, with the important words in bold. Typing help does the same thing, and when Ask corrects a command that did not work, the corrected sentence is shown the same way — the correction teaches the shape.
  • ⚡ command chips — the dashed ones. These are example commands (raising a quote or an order), written from your own products and customers or suppliers, and they appear only when your role would be allowed to raise that draft. Tapping one does not send it: it fills the box, so you can change the quantities and names first, and nothing happens until you press Ask yourself.
  • Question chips — the plain ones. Tap and the question is asked for you, as before.

You can also name any record exactly by its code: press the @ button in the box (or just type @) and start the code — @SKU-007, @CUS-001. As you type after words like of, from and for, Ask suggests your own products, suppliers, customers and warehouses; picking one fills in the name that will be used, and still sends nothing until you press Ask.

Snapshot: portal-v0-2026-11-10