A user does not know how to do a task, such as a credit memo.
Track
Ask and act
Phase
Learn in place
Starts with
How-to question
Ends with
Steps with sources
The assistant searches the SettleWise documentation and this Playbook and explains the steps with links.
The user asks how to do something.
For example: how do I make a credit memo?
In the user's language, with English as fallback.
This is the key moment of the journey: the answer shows its source. This is the key moment of the journey.
Explaining never changes a record.
Works with the client record and commercial decisions.
Automates emails, matching, reminders, and sync.
Plain steps and the documentation page they come from.
Why: Do the task right the first time.
A how-to question gets an explanation with its source, not an action.