ASK — the built-in assistant
A panel on every screen that answers questions about your data and can carry out the work, under exactly your permissions.
Every page carries an ASK panel. It answers questions about the business and it can run the work — it drives TRANXACT’s own API with your session, so it cannot do anything you could not do by clicking through the console.
| Same rules | Every call it makes passes the same permission checks, the balanced-journal check, the duplicate-invoice check, the lot-control rule, the segregation-of-duties gate and the audit-log write as the console. A user whose role excludes CRM gets the same refusal through ASK as through the navigation. |
| Same data | It reads and writes the live records. A receipt it posts is in the trial balance before it finishes replying. |
| Auditable | Each reply shows the trail of calls it actually made, with their outcomes, so you can see exactly what ran. |
Asking well
- Say which company and period you mean if it is not the one you are standing in. ASK works inside your current scope by default.
- Ask for the thing, not the screen: "which supplier invoices are overdue by more than 30 days" rather than "open the aging report".
- Read the action trail before accepting an answer that changed something. It is there to be read, and it is the difference between a tool you can rely on and one you have to trust.
If your deployment has no API key configured, the panel says so and the rest of the platform runs normally. An unconfigured assistant is not a broken console.