AI Assistant — Example Queries
Here are some examples of questions you can ask the AI assistant, grouped by category.
Customer Lookups
- "Find customers named Johnson"
- "Show me details for customer account 50123"
- "What's the outstanding balance for Smith Enterprises?"
Inventory
- "Search for items containing 'blue shirt'"
- "Find all items in the electronics category"
Reports and Data
- "Show me the top 10 customers by revenue this month"
- "What were total sales last week?"
- "List customers with overdue balances"
Getting Help
- "How do I change my company?"
- "What does the dashboard show?"
- "How do I use widgets?"
Conversations
Your conversations with the AI are saved. You can:
- Start a new conversation — Click the new conversation button at the top of the chat panel
- View past conversations — Click the conversations button to see your chat history
- Continue a conversation — Click on any past conversation to pick up where you left off