# Freespace Assistant
Freespace Assistant answers questions about Freespace ERP and the Field Sale App from the Freespace documentation, without leaving the screen you are on. Ask how to do a task, or press Ask on an error or warning message to find out why it appeared and how to fix it.
**Also known as:** Help, Ask, Assistant, AI assistant, AI help, Chatbot, Support assistant, Question mark button, Ask docs
**ERP location:** Ask AI button in the top bar, next to the documentation book icon. Shortcut: ?
Overview
Freespace Assistant is available on every screen from the top bar. Type a question in your own words and it replies with steps, menu paths, and examples taken from this documentation, plus links to the full pages.
It can help with:
- How-to questions: for example how to create a custom receipt or set footer note in sale invoice.
- Error and warning messages: what the message means, whether the action is blocked, and how to fix it.
- Settings: where a setting is and what it changes.
- Field Sale App questions: mention "app" or "mobile" to get Field Sale App steps.
Open Freespace Assistant
| **Action** | **How** |
|------------|---------|
| Open Freespace Assistant | Click **Ask AI** in the top bar, next to the documentation book icon |
| Open with the keyboard | Press ? when you are not typing in a field |
| Ask about an error or warning | Click **Ask** on the message |
| Close | Click **Close** at the top right |
> **Note:** ? does nothing while you are typing in a field, so you can still type a question mark in notes and other text boxes.
Ask a question
- Open Freespace Assistant
Click Ask AI in the top bar, or press ?.
- Type your question
Use your own words. Include the screen name if you know it, for example how to cancel an approved sale invoice.
- Press Enter
The answer appears below the question.
- Open the full page if needed
Click a link under Read more. The page opens in a new browser tab, so your work in Freespace stays open.
Reading an answer
- Direct answer: one or two sentences at the top.
- Steps: numbered steps with the menu path and button names used in Freespace.
- Examples: included when the documentation has one.
- Source markers: the small icons after a sentence show which documentation page it came from.
- Read more: links to the full documentation pages.
- Feedback: use the thumbs up or thumbs down below the answer to rate it. Use the copy icon to copy the answer.
Ask from a message
Error and warning messages in Freespace show Copy and Ask, next to View Details when that is available.
When you click Ask:
- Freespace Assistant opens with the message already entered.
- The screen and action where the message appeared are added for you, for example This error occurred while saving and approving Sale Invoice. You do not need to type them.
- The answer explains what the message means, whether the action is blocked or can continue, and how to fix it.
- If the message contains values such as a balance, limit, or date, the answer explains them.
**Example**
A Sale Invoice shows *Credit Limit for Customer Exceeded. Current Balance: 115905, New Transaction: 100000, Total: 215905, Allowed Limit: 50000* when you click **Save And Approve**. Click **Ask**. Freespace Assistant explains that the customer's balance plus this invoice is over the allowed credit limit, and lists the documented ways to resolve it: reduce the invoice total, collect the outstanding amount, or have an administrator add you to **Users allowed to bypass**.
> **Note:** The screen and action are sent only with Ask. The message on screen stays the same.
Copy a message
Click Copy on an error or warning message to copy its text. The button changes to Copied. Paste the text into an email or chat when you contact your Freespace ERP support representative, and include the transaction number.
Tips for better answers
- Name the screen: set footer note in sale invoice gets a better answer than footer note.
- Say what you want to do: how to cancel, how to change, where to set.
- Say which product: add "app" or "mobile" for the Field Sale App. Add "Android" or "iPhone" when steps differ by phone.
- Use Ask on errors: it adds the screen and action automatically, which gives a more accurate answer than typing the message yourself.
- One question at a time: ask a separate question for each task.
Good to know
- AI-generated answers: answers are generated from this documentation. Check important steps, especially before cancelling or changing approved transactions.
- Documentation only: Freespace Assistant does not read your company data, transactions, or settings. It explains how Freespace works, not what is in your account.
- Topics not documented: if a topic or message is not in the documentation, Freespace Assistant says so. Contact your Freespace ERP support representative in that case.
- Internet connection: Freespace Assistant needs an internet connection.
FAQ
How do I open Freespace Assistant?
Click Ask AI in the top bar, or press ? when you are not typing in a field.
What is the difference between Freespace Assistant and Global Search?
Freespace Assistant answers how questions from the documentation. Global Search opens screens, transactions, customers, items, and reports in your company.
Can Freespace Assistant see my invoices or customers?
No. It answers from the documentation only. When you click Ask on a message, only the message text, the screen name, and the action are sent.
Why did I get "I couldn't find documentation" as the answer?
The topic or message is not covered in the documentation yet. Use Copy on the message and share it with your Freespace ERP support representative.
Does it answer Field Sale App questions?
Yes. Mention "app", "mobile", or "Field Sale App" in your question.
Where do the Read more links open?
In a new browser tab, so the screen you are working on stays open.
The answer looks wrong. What should I do?
Use the thumbs down below the answer, then check the linked documentation page or contact your Freespace ERP support representative.