Overview 

This guide explains how to use the AI Assistant in Moon Invoice to ask questions and get information from your application data.

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Step-By-Step-Instructions

Step 1: Open the Moon Invoice Application

• Open the Moon Invoice application.

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Step 2: Open Dashboard

• Navigate to Dashboard from the left menu.
• Make sure the Dashboard is open.

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Step 3: Open the AI Assistant

• Click Ask AI in the top-right corner.
• The AI Assistant panel opens on the right side of the screen.

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Step 4: Ask a Question

• Enter your question in the Ask about your data or take an action field.
• Click the Send button.
• Review the response provided by the AI Assistant

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Important Notes

• Make sure you are logged in to the Moon Invoice Web application.
• Ask clear and specific questions to get more relevant responses.
• The AI Assistant uses the available data and features in your Moon Invoice account.
• Review the response before taking any action based on it.

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Expected Result

The AI Assistant responds to your question based on the available Moon Invoice data.