Client • AI Assistant
Standalone submenu content with role-aligned workflow and execution checkpoints.
Overview
AI Assistant is the client co-pilot for drafting, clarification, and workflow guidance. Use it to reduce delays before contacting human support and to improve request quality.
Workflow Execution Steps
- Open AI Assistant and provide current context/question.
- Apply generated guidance to the target module action.
- Execute and verify resulting status transition.
- Log unresolved gaps and handoff through Chat if needed.
Reference Screenshots