TRANXACT.AI Help

Where to open Ask

Ask, the AI assistant, opens from the round Ask button in the bottom-right corner of every screen, or from AI Assistant under Quick actions in the side menu.

The same assistant opens whichever way you choose. It works as you: it can see and do only what your roles allow.

  • Click the round Ask button in the bottom-right corner. It is on every screen, with or without the side menu.
  • Or click AI Assistant under Quick actions in the side menu. In the folded icon rail it is the spark icon. While Ask is open, the same button minimises it; click it again to bring Ask back.
  • Ask opened inside a module suggests that module's own questions first.
  • When Ask is pinned beside the page and slid out of the way, the round button brings it back.

An administrator can also draw an Ask card in each module home and on the dashboard, and an edge tab for a slid-away Ask, under Personalize, Company branding, Ways into Ask.