Getting Answers from the Help Guides

The AI Assistant doesn't only answer data questions — it also answers questions about how to use the portal itself, using the same Help guides you're reading now.

How it worksCopy Anchor Link

1. Ask a how-to question in Chat, for example "How do I add a venue?" or "Where do I set up receipt branding?".
2. The assistant answers in its own words first, written from the guide content rather than guessed.
3. Underneath the answer, a Reference section lists the guide pages it drew on — up to three, each with the guide name and page title.
4. Click Open help on any of them to jump straight to that page in the Help section and follow the full step-by-step tutorial.

The reference sits below the answer on purpose: it supports what you just read, it isn't a second, competing answer.

When references appearCopy Anchor Link

References only show up when the guides genuinely cover your question — data questions like "top 5 items yesterday" stay clean, with none. Phrasing the question as a question ("How do I…", "Where…", "Can I…") makes a match more likely.

You can always browse the guides directly instead: they live under Assistant → Help in the sidebar.

Where to go nextCopy Anchor Link

• Asking a Question in Chat
• What the Assistant Can and Can't Do