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AI help chat

Get quick help from the AdviserAide AI chat assistant when you need guidance.

30 January 20261 min read
Professional illustration showing the AdviserAide AI help chat

AdviserAide now includes an AI help chat option for quick product guidance while you are working.

Use it when you need help finding where something is, understanding a workflow, or getting a quick answer about using AdviserAide.

How to use it

  1. Click the help icon in the top-right corner of AdviserAide.
  2. Choose Ask AI Assistant.
  3. Ask your question in plain language.
  4. Follow the guidance and check the relevant screen before making important changes.