Assistant
You ask in a chat - the assistant finds the screen, explains the term and walks through the procedure step by step. When it does not know, it says so.
Hundreds of menus, hundreds of screens
In a system with hundreds of menus a user's question always takes one of three forms: "where is it?", "what is this?", "how do I do it?". An onboarding tour does not solve them - a tour happens once, the questions arise daily.
The answers are in fact already in the system: menu names, the help text of screens, the company's own glossary. They are simply not where anyone looks - the user does not know what to search for.
Two hard rules
First: nothing is invented. An answer comes only from the system's own index. If the match is weak the assistant says it does not know and offers the closest results as suggestions. In an accounting system an invented answer is worse than none.
Second: the assistant opens no door. It finds only the screens you are allowed to see - someone else's data never appears in an answer.
Unanswered questions are logged. That is the most honest list of where the documentation falls short.
What this module adds
In the system this module opens the following items.
Related modules
Core
The foundation every module stands on: targets, signals, the metric store and permission groups - with no industry baked in.
Interface
Overview screen, chart library and year-on-year comparison - one frame, the same for every module.
Branding
The interface in your brand: name, logo, colours, email footer and login screen.
Most often asked
Does the assistant send data outside?
The index is on your own server. The optional language-model layer is off by default; when it is switched on, only the question and the facts found for it are sent.
What happens when no answer is found?
It says so, offers the closest screens and writes the question to the log - the next documentation update is planned from exactly there.
See this module with your own data
The demo database is full of real documents - not a mock-up. Send a request and we will walk through your scenario.