## Before You Start - The assistant lives in the panel behind the Help icon in your Console — see [Meet Your AI Assistant](/docs/meet-your-ai-assistant) for the basics. - Data lookups follow your access level. Owners and admins can ask about business data; other team members may have limited or no data access, in which case the assistant says so rather than answering. - The assistant reads **your own account's data only**, and it reads — it never changes orders, payments, or customers. Answers match what the corresponding Console page shows. ![Ask a question in everyday words, and the Assistant gives you an answer based on your latest business data.](https://cdn.easybizcloud.app/knowledge/04f9e4740c03d02c27a01324925e400fc580baf0f7e0dafa65a9053da8ea9cab.png "Ask a question in everyday words, and the Assistant gives you an answer based on your latest business data.") --- ## The Five Data Areas ### Orders Find and summarize orders — by order number, customer, status, or date. - "Show me order 20260712-004." - "How many orders did we take yesterday?" - "Any unpaid orders from last week?" The assistant returns the order's items, totals, what has been paid, and the outstanding balance. ### Customers Look up a customer and their history. - "Who is Mrs Lim, phone 9123 4567?" - "How much has this customer spent with us?" - "Does she have store credit left?" You get the profile, recent orders, total spend, and store credit balance — the same picture as the contact profile page. ### Payments Check money received. - "Did the payment for order 20260712-004 go through?" - "Show me today's payments." ### Outstanding Balances See who owes you money — the same view as your Receivables page. - "Which customers still owe us money?" - "How much is outstanding for more than 60 days?" Amounts are grouped by how overdue they are (30, 60, 90 days), so this doubles as a quick collections check. ### Sales Summarize performance for a period — day, month, or year. - "How were sales this month?" - "Compare today's revenue with yesterday." - "What was our average order value in June?" Figures come from the same source as your Sales Report, so the assistant's numbers and your Reports page agree. --- ## Getting Precise Answers - **Name the period.** "Sales last week" beats "recent sales". The assistant understands relative dates — today, yesterday, last month. - **Name the outlet** when you run several — "sales for the Tampines outlet this month". - **Use order numbers** when you have them — that is always the fastest path to one specific order. - **Follow up in the same conversation.** After "show me yesterday's orders" you can ask "which of those are unpaid?" — the assistant keeps the context. If two views seem to disagree — the assistant's number versus a report you exported earlier — the usual causes are different date ranges or timing, not missing data. See [Why Report Totals Can Differ](/docs/why-report-totals-can-differ). --- ## What Data Questions It Won't Answer - Anything **outside your account** — it cannot see other businesses or benchmark you against them. - Areas it does not have access to yet — if you ask about something it cannot look up, it tells you so and points you to the right Console page instead of guessing. - Anything your own access level does not permit — the assistant never widens what you are allowed to see. --- ## FAQs **Are the numbers live?** > The assistant reads your current data when you ask. An order paid a minute ago shows as paid. **Can my counter staff ask about sales figures?** > Business-data questions follow access levels — owners and admins have full access. Team members without data access can still use the assistant for how-to help. **Can the assistant fix a wrong order it found?** > No. It can find and explain, and for certain setup areas it can prepare changes for your approval — but it never edits orders, payments, or customers. See [Meet Your AI Assistant](/docs/meet-your-ai-assistant) for what it can and cannot change. **Can I export what it found?** > The assistant answers in the chat. For a downloadable file, use the export on the corresponding page — for example [Export contacts](/docs/introduction-to-contacts) or your Reports pages. **Can everyone see the same business information?** > No. The Assistant follows each person’s access level. If you do not have permission to view certain information, the Assistant will not show it. **How up to date are the answers?** > The Assistant checks your latest business data when you ask. Recent orders, payments, and other updates should appear in its answer. **What if the Assistant cannot answer my question?** >The Assistant will tell you when it cannot access or answer something. It will not guess, and may direct you to the relevant page in EasyBiz Cloud. --- ## What's Next If you have not yet, read [Meet Your AI Assistant](/docs/meet-your-ai-assistant) for the full tour, and [Using the AI Assistant for Setup](/docs/using-the-ai-assistant-for-setup) for the settings it can change with your approval.