Choose product guidance when you need instructions, or AI Assistant when you need help with your business records.

1. Open the chat launcher

Open the chat launcher while signed in. Check the business selected at the top of Invoice Crowd.

AI Assistant explains that changes need your confirmation.
AI Assistant explains that changes need your confirmation.

2. Choose the right option

Choose Ask AI for how-to questions and feature explanations. Choose AI Assistant to find permitted records or prepare a supported draft. Choose Human Support for an account investigation.

3. State your goal

For guidance, ask “How do I invoice project time?” For a draft, give the existing customer, work, price, and dates.

4. Check before confirming

AI Assistant shows a proposed action before a supported change. Review it and choose Confirm only when the details are correct. Ask AI does not inspect your private records.