Ask the Assistant how to do anything

2 min read · Updated November 1, 2026

The Assistant answers "how do I…" questions about your dashboard, and can take you to the page and the button you need.

Ask it whenever you are not sure where something is or how to do it.

Before you start

  • The Assistant shows to the business owner, and to staff whose role has The Assistant in the AI group. If you do not see it, your role or your plan does not include it.

Step 1. Open the Assistant

Press the round button in the bottom corner of the dashboard, Ask the Assistant. The Assistant panel opens with Let me assist you. Ask me anything.

Press Ask the Assistant in the bottom corner. The Assistant panel opens.

Step 2. Ask your question

Type in Type your question and press Enter or Send. You can also press one of the ready questions, such as How do I add a product?

Type in Type your question and press Enter or Send, or press a ready question.

Step 3. Follow the answer

The answer lists its Steps. Press Take me there to open the right page: the button you need glows, with Here you go, the glowing button is in front of you. Click it.

If you see I could not find that button on this page. Follow the steps instead., follow the steps in the answer.

The answer lists its Steps. Press Take me there to open the right page.

Step 4. Read more

Under Help articles, press Open the full article to read the whole guide. You can also ask offers questions that often come next.

Under Help articles, press Open the full article to read the whole guide.

Step 5. Start over or go back to a conversation

Press New conversation to ask about something else. Press History to see Your conversations, then press one to open it, or Reopen on an archived one.

Press History to see Your conversations, or New conversation to ask about something else.

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