How to ask

Purpose

  • Start a job in KinraSoft Assistant with a task chip or a short sentence.
  • This chapter is how to talk to chat. The posting steps for each document are in the sales, purchase, bank, and report guides.

Menu path

  • Side menu AI Agents — opens chat in a new browser tab. The page title is KinraSoft Assistant.
  • How to use (top right) opens the short in-app list of create flows and sample phrases.

Assistant

  • This whole chapter is the Assistant. On an empty chat, the title is How can I help you today?

Before you start


Pick a task

  • Open AI Agents.
  • Click one category. Only one category stays open.
  • Click a task chip. That starts the live wizard for that job.
  • Fill the form, or answer the questions.
  • Read the confirmation. Click YES / Save / Confirm only when the document type and accounts are right. See Create transactions by chat.
  • Sales & money in — bill a customer, cash sale, credit note, customer receipt, money received.
  • Purchases & money out — supplier bill, purchase credit note, supplier payment, expense, scan receipt, deposit to supplier, payroll, hire purchase.
  • Customers, suppliers & stock — add or edit customer, supplier, stock; edit customer or supplier e-Invoice.
  • Bank & close — month-end close, year-end close.
  • Ask the books — who owes me, profit this month, can I pay this.
  • e-Invoice — submit e-Invoice, check status, consolidated e-Invoice.
  • Setup — create company, edit company, edit company e-Invoice.
  • After a wizard finishes or you Cancel, chat asks What would you like to do next? and shows the same categories again.

Type instead of a chip

  • Click the message box.
  • Type who, what, when, and how much. Example: Bill Acme RM500 for consulting.
  • Press Enter, or click the send button.
  • Enter sends the message. Shift+Enter starts a new line. The box holds 1,000 characters.
  • Say the job, not a menu path. Bill a customer, Record a supplier bill, Who owes me, and Create company are enough.
  • Unless you say the amount already includes SST, chat treats prices as before tax.

What you can attach

  • The message box is text only. It has no file button.
  • Receipts and supplier papers go through Scan receipt: Purchases & money out, then Scan receipt, or type Scan receipt. See Scan from chat.

How to use

  • Click How to use.
  • Read Which create flow should I use? when you are unsure of the name (sales invoice, customer receipt, expense, journal, and so on).
  • Close the window. It does not post anything.

Phrases that work

  • Bill Acme RM500 for consulting — sales invoice wizard. See Sales invoice.
  • Customer paid RM1,200 — apply to oldest invoices — customer receipt. See Customer receipt.
  • Pay Maybank rent RM3,000 for July — expense / cash-book payment. See Expenses and Cash book payment.
  • Record payroll for staff salaries — payroll journal. See Payroll and hire purchase.
  • Buy a car on hire purchase — hire-purchase journal. See Payroll and hire purchase.
  • Who owes me — a figure from the books. See Ask the books.
  • How do I set up e-Invoice? — the manual only. No wizard. See Ask how-to vs do it for me.
  • A chip or an action phrase starts a wizard. A question that begins how to, how do I, or where is usually opens the manual.

If something goes wrong

  • Chat explained steps and never showed a form. You asked a how-to. Type the chip phrase, for example Bill a customer. See Ask how-to vs do it for me.
  • Nothing sends. The box is empty, or a reply is still loading. Wait, then press Enter.
  • The message was cut off. Stay within 1,000 characters. Put the extra detail in the wizard’s next question.
  • Posted into the wrong company. Switch Company. Correct the document on its listing. Do not run the wizard again in the wrong file.
  • No AI Agents. Use the side-menu screens. Ask the owner if chat is hidden for your role.

Next