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The in-app assistant answers questions about using Alforse. Open it with the Question button in the top bar or press ⌘L. It searches the product documentation and returns an answer with links to relevant pages. The assistant is read-only and documentation-only. It explains features and workflows and can navigate to pages, but it cannot read live company data or make changes. For data-specific questions, it can open the relevant page for you to inspect. This is distinct from the Slack assistant, which is a separate integration that surfaces Alforse in Slack. The in-app assistant lives only inside the ERP.

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What it can do

The assistant can:
  • Answer from the docs. It searches the same content that powers this documentation site and reads whole pages to answer your question, citing the page it used as a link.
  • Take you to a page. Ask for “the jobs page” or “settings” and it can navigate you straight there. For a record page it needs a specific id, which it can only use if it found one in the docs. It never invents ids.
  • Offer links, buttons, and choices. It can show a clickable link, a one-click suggested follow-up, or a short set of options to pick from when your question is ambiguous.
It cannot run reports, update fields, or post documents.

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Where it appears

The assistant is available throughout the ERP. The Question button and ⌘L toggle a chat panel on the right. The assistant receives the current page or record as context, so questions such as “how do I edit this?” apply to the active screen. The button and panel appear only when the company’s plan includes the assistant.

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Threads and messages

Each conversation is a thread visible only to you within your company. Use panel history to switch threads, start a new one, or delete a thread. Reopened threads display their 200 most recent messages. Alforse stores each exchange as messages containing visible text and records of documentation lookups. It assigns a short title when the thread has a clear topic. You can rate an answer with the thumbs-up or thumbs-down buttons.

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Limits and availability

The assistant is a paid feature.
  • Plan. It is available on the Business and Partner plans.
  • Beta. Answers can be incomplete or incorrect. Use the linked documentation as the source of truth.