Asking how-to questions with AI Help

AI Help answers "how do I do this in SalesThumb?" questions without taking you off the page you're on. It used to be a search-style "Ask AI" box in the top toolbar. That box is gone: AI Help is now the Ask tab of the SalesThumb assistant, the round logo button in the bottom-right corner of every page. It's included on the Starter plan and up.

For the full tour of the assistant, including its Today and Tours tabs, see Using the SalesThumb assistant: Ask, Today, Tours.

Opening AI Help

• Click the round SalesThumb logo button in the bottom-right corner, then the Ask tab.
• Or press Cmd+K (Mac) or Ctrl+K (Windows) anywhere in the app. The panel opens on Ask with the cursor in the question box.

The Help menu (the question-mark icon in the header) still has its own small Ask AI box, marked "Grounded in the KB", next to links to the knowledge base, guided tours and contact support. It answers from the same help center, but it keeps its own separate conversation.

Asking a question

1. Type your question in Ask about anything in SalesThumb…, or click one of the starter questions.
2. Press Enter to send. While it works you'll see "Thinking…".
3. When the answer uses a help article, the article's title appears as a link inside the answer. Click it to open the full article in a new tab.

You can ask follow-ups and the assistant remembers the thread. Click Start over (the circular arrow) to clear it.

If your question matches a step in one of your role's guided tours, the answer also offers Show me (N steps), which takes you to the page and highlights each step on the real screen.

What it can and can't answer

AI Help answers from the SalesThumb help center only. It doesn't look at your shop's records: no customers, invoices, revenue or schedule. For questions about your own shop's data, use Ask SalesThumb (AI chat) in the AI tools area.

If AI Help isn't available

The assistant tells you which of these applies:

• Plan: AI Help is included on the Starter plan and up. On a lower plan you'll see an upgrade message instead of an answer.
• Monthly allowance: plans that include it still have a monthly AI allowance. When it's used up, it resets next month, or your owner can raise the limit.
• Not switched on: a notice that the assistant isn't switched on for the shop yet.

Frequently asked questions

Q: Where did the Ask AI box in the top toolbar go?

A: It moved into the SalesThumb assistant. Click the round logo button in the bottom-right corner and use the Ask tab, or press Cmd+K (Ctrl+K on Windows).

Q: What's the difference between Cmd+K and Cmd+Shift+K?

A: Cmd+K opens the assistant on the Ask tab for how-to questions. Cmd+Shift+K opens the search box for jumping to customers, quotes, invoices and pages.

Q: Does AI Help know about my shop's own data?

A: No. It only answers from the help center articles. For questions about your shop's own records, use Ask SalesThumb (AI chat) in the AI tools area.

Q: How do I know which article an answer came from?

A: The article's title shows as a link inside the answer. Click it to open the full article in a new tab.

Q: Which plan includes AI Help?

A: The Starter plan and up. If you see a message about the monthly AI allowance instead, that's the usage limit, which resets next month.