SettleWiseAI AssistantAsk and act
AI-05Learn in place

Learn how to do something

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

Ask a how-to question.

Before you start

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Any SettleWise user with assistant access

Run the scenario

  1. 1SalesSettleWise · Assistant

    Ask "How do I set up payment reminders?"

    Expected evidence

    Steps that match the reminders guide, with a link to it.

Scenario completed

Steps with sources

User's know-how
Unsure→Steps with a source

If it does not match

  • If the answer has no source, the documentation search is unavailable; tell your administrator.