All help pages

Automation

Help assistant

Ask questions, search your orders, work out totals, and make bulk changes you approve on a card first. Your records never leave your device.

In short

The assistant opens from the Ask the assistant pill in the bar at the top of the app. It answers how-to questions, finds records and totals across every page, does small display jobs for you, and can make bulk changes, always behind a card you approve first.

What the full guide covers

  • What it can do
  • Answers you can check
  • Changes always show a card first
  • Small jobs it will do, and ones it will not
  • Chats and settings
  • Private by design

1 more sections in the full guide

The full guide is for members

Every step and every button, written out. It opens with your account, along with the app itself, free while we are in beta.