The EasyBiz Assistant is the chat on your EasyBiz Console home page. Ask it a question in plain language and it answers from this Help Center and from your own business data. It can also prepare setup changes and a few order tasks for you, and nothing happens until you approve. Your chats are kept in the list on the left of the home page, under Pinned and Recents.

What Is the AI Assistant?

The AI assistant is a chat built into your EasyBiz Console. Think of it as a team member who has read every Help Center guide and can see your business data — you type a question in plain language, and it answers with real information from your own account.

You can ask it things like "How do I set up auto reply rules?" or "Show me this month's sales" and get an answer in seconds, without digging through menus or guides yourself. For a new workspace, it also leads your first-time setup — see Using the AI Assistant for Setup.

Where to Find It

On the home page. The Console opens on the Assistant. To get back to it from any page, click the EasyBiz logo at the top left. Type your question in the chat box to start.

From any other page. Click ? (Help) at the top right. A drawer opens on the right with three tabs: Assistant, Support and Updates. The Assistant tab opens first, so you can ask about the page you are on without leaving it.

On the home page, ? (Help) opens only Support and Updates, because the Assistant is already the page.

Your Chats: New Chat, Pinned and Recents

The left side of the home page lists your conversations with the Assistant:

  • New chat starts a fresh conversation. Start a new chat when you change topic — the Assistant answers best when one chat covers one task.

  • Pinned keeps the chats you come back to at the top. While you are setting up a new workspace, the Set up your workspace chat is pinned here, so you can carry on with setup at any time.

  • Recents lists your latest chats, newest first. Click one to carry on where you left off.

To pin or unpin a chat, click its ⋯ menu and choose Pin or Unpin.

Your chats are your own: other people on your team see only their own chats. To make more room for the chat, click Hide sidebar; click Show sidebar to bring the list back. On a phone, tap Chats at the top to open the list.

Memories

You can ask the Assistant to remember something about you, so it does not ask again. For example: "Remember that I manage the Tampines outlet" or "Remember that I want answers in short bullet points".

To see what it remembers, click Memories at the bottom of the left side of the home page. Memories are saved only when you ask the Assistant to remember something, and they are used only to personalise its replies to you. Only you can see this list. To remove one, click Forget this memory next to it. Click Back to chat to return.

What You Can Ask

The assistant handles a few kinds of requests today:

What you ask What the assistant does
How-to questions — "How do I create a price list?" Answers using the guides in this Help Center, step by step
Business lookups — "How were sales this month?" Looks up your own orders, customers, payments, outstanding balances and sales
Finding settings — "Where do I change my tax rate?" Points you to the exact settings page, and can open the form for you
Setup changes — "Change our GST rate to 9%" Prepares the change and shows it to you for approval before anything is saved
Order tasks — "Send a payment reminder for this order" Prepares the WhatsApp message, job assignment or other task, which you approve before anything is sent or changed
Getting human help — "I need to talk to support" Opens a support ticket with the EasyBiz team for you

Some example prompts a shop owner might use day to day:

  • "How do I set up my loyalty points program?"

  • "How many orders did we take yesterday?"

  • "Which customers still owe us money?"

  • "Change our GST rate to 9%."

  • "Assign tomorrow's pickup for order 20261024-012 to Ahmad."

  • "Where do I edit my receipt footer text?"

For questions about your own numbers, see Asking the Assistant About Your Business.

You Stay in Control

The assistant never changes your settings or sends anything on its own. Whenever you ask it to make a change, it works like this:

  1. You describe what you want in plain language.

  2. The assistant shows you exactly what it plans to do, as a card in the chat.

  3. Nothing is saved or sent until you click Approve. You can also reject it.

Approving is reserved for owners and admins. If a team member asks for a change they cannot approve themselves, the assistant waits for an owner or admin to approve it.

Order Tasks It Can Do With Your Approval

Besides setup changes, the assistant can do a few everyday order tasks. Each one waits for an owner or admin to approve it:

  • Send an order's customer a WhatsApp payment reminder with the EasyBiz pay-now link.

  • Send an order's customer a custom WhatsApp message about their order.

  • Assign a driver or worker to a pickup, delivery or service job.

  • Reschedule a pickup, delivery or service job to a new date or time.

  • Mark a packed shop-pickup order as ready for collection.

The WhatsApp messages go only to that order's own customer, through your connected WhatsApp number.

What It Won't Do

To keep your business data safe, the assistant does not:

  • Create orders, order items, customers, jobs or bookings

  • Cancel or void orders or invoices, or delete any record

  • Issue refunds, collect payments, or apply discounts

  • Change prices or products, or block or archive customers

  • Send SMS or email, or message any phone number that is not an existing order's customer

If you ask for one of these, the assistant will tell you it cannot do it and point you to the right place in the Console to do it yourself.

Some settings — such as price lists, price rules, message and document templates, business hours and deal pipeline stages — the assistant can explain and guide you through, but will not change for you. See Using the AI Assistant for Setup for the full picture of what it can change versus what it can only guide you on.

Where Its Answers Come From

For how-to questions, the assistant answers from this Help Center — the same guides you are reading now. It does not make up steps: if no guide covers your question, it says so and points you to the closest Console page instead, and you can always ask it to open a support ticket.

For business questions, it reads data from your own EasyBiz account only — your orders, your sales, your customers — and only what your own access allows you to see.

Usage Limits

The Console assistant comes with your Full seat. EasyBiz does not charge by question, conversation or approved change.

  • Daily fair-use limit — each workspace has a daily limit on Assistant messages, shared by everyone on your team and set well above normal daily use. If your team reaches it, the Assistant shows Daily assistant limit reached and says when it is available again. You can still reach the EasyBiz team from Support in the meantime.

  • Long conversations — a single very long conversation can reach its size limit. If you see Conversation limit reached, click New chat and continue there.

Getting Help From the EasyBiz Team

When you need a person, click ? (Help) at the top right and open Support:

  1. Click New ticket.
  2. Enter a Subject and choose a Ticket type: Something is not working, General enquiry, or System outage if EasyBiz is down and your business is blocked.
  3. Describe the problem under Message. You can attach photos or videos.
  4. Click Submit ticket.

The team is available 9 AM–6 PM SGT. Outages are handled outside office hours too, including weekends. Replies show in Support, with a dot on ? (Help) and a pop-up when the team replies.

If your workspace was set up before 17 October 2026, a new chat on your home page shows Legacy support closes on 31 Dec 2026. Ask new questions in Support. Until that date, click Open legacy support to read replies to your earlier legacy support chats.

If It Didn't Work

  • You cannot see the Assistant — make sure you are signed in to the EasyBiz Console, not the POS. The Console assistant comes with a Full seat. Ask your account owner or admin to check that your Full seat is active.

  • The assistant says it cannot make a change — that change may be one it can only guide you on. Ask "where do I change this?" and it will point you to the right settings page.

  • The answer looks generic or wrong — give it more detail. "Sales for Bishan outlet last week" works better than "sales".

  • It stopped replying mid-conversation — the conversation may have reached its size limit. Click New chat and carry on there.

Frequently Asked Questions

  • Is this the same as the WhatsApp Chatbot? No. The WhatsApp Chatbot serves your customers inside WhatsApp. The AI assistant serves you and your team inside the Console.

  • Can the assistant change my prices? No. Price lists are guide-only — the assistant can explain how pricing works and take you to the Price Lists page, but you make the edits yourself. During first-time setup it can fill in your starter price list for you to check and confirm. See Create Price Lists.

  • Who can approve changes? Owners and admins. Other team members can chat with the assistant, but changes wait for an owner or admin to approve.

  • Can my staff see my chats or memories? No. Each person sees only their own chats and their own memories.

  • Does the assistant see my business data? It can look up data from your own EasyBiz account to answer your questions — orders, customers, payments and sales. It only works within your account and within what your own access allows.

  • What if it doesn't know the answer? It tells you it has no documented answer, points you to the closest Console page, and can open a support ticket with the EasyBiz team if you ask.

What's Next

Ready to let the assistant do some of your setup work? Continue to Using the AI Assistant for Setup to see how it leads first-time setup, which settings it can change for you, and how the review-and-approve flow works.