---
title: Ask Superwise
summary: Use the Ask Superwise assistant to get answers about any screen and to let it prepare some records for you.
order: 9
menu: Top bar > Ask Superwise
route: /help/chat
who: Everyone who is signed in. When the assistant creates a record for you, it needs the same Add permission that you would need yourself.
---

Ask Superwise is an assistant inside the portal. You type a question in your own words and it answers. Its answers come from the help pages of this site. It can also prepare some records for you, such as a purchase order or a progress entry.

## How to open it

1. Click **Ask Superwise** in the top bar, or press Ctrl /. On a Mac, press Cmd /.
2. The panel opens on the right side of the screen. On a small screen it covers the page.
3. To close it, click the cross at the top of the panel, or press Ctrl / again.

![The Ask Superwise panel next to the dashboard. Mark 1 is the Report an issue button. Mark 2 is the message area, with the paperclip button, the text box and the send button.](../media/ask-superwise-panel.png)

When you open the panel, it shows a greeting and a link to the help article for your page. It also shows three questions to start from. Click a question to ask it. The assistant knows which page and project you are on.

## How to ask a question

1. Click the text box in the message area (mark 2) and type your question, for example "How do I create a purchase order?".
2. Press Enter, or click **Send message**. To start a new line, press Shift and Enter.
3. Wait for the answer. A short message tells you that the assistant is working.

Good questions are short and name the screen or the record. Two examples: "Why is my purchase order not in the list?" and "Who approves a material indent?".

## What the assistant can do

| Task | What you say |
| --- | --- |
| Answer how a screen works | "How do I record a material delivery?" |
| Prepare a purchase order | "Create a purchase order for 100 bags of cement from my supplier." |
| Raise a material indent | "Help me raise a material indent." |
| Log progress on a task | "Log 40 percent progress on the plastering task." |
| Raise a site issue | "Raise an issue about a broken scaffold." |
| Prepare a daily report | "I need the daily report for yesterday." |
| Create a user | "Create a user for a new site engineer." |
| Import rows from a file | Attach a CSV file and ask for help with a bulk import. |

The assistant works under your name and your permissions. If you cannot add purchase orders, it cannot add them for you. It tells you when a permission is missing. It cannot do something that your role cannot do.

For a user, the assistant shows a card that says whether the account was created. If the card does not say it was created, check **Company settings > General > Users** before you try again.

## How to attach a file

1. Click the paperclip button at the left of the message area (mark 2). The button is named **Attach a CSV or image**.
2. Choose a CSV file or a picture. The file can be up to 5 MB.
3. Type a question and click **Send message**.

Use a CSV file for bulk-import help. Use a picture when you want to show what you see on the screen. For bulk import, the assistant first does a trial run and tells you what it found. It stores nothing until you confirm. A file can have up to 500 rows.

## How to report a problem

1. Click **Report an issue** (mark 1).
2. Type a short **Subject** and a **Description**. Both are required.
3. Add a screenshot if you can. This is optional.
4. Click **Submit Ticket**. Click **Cancel** to close the form without sending.

## Other buttons in the panel

| Button | What it does |
| --- | --- |
| Clear conversation | Deletes the messages in the panel. |
| Open in new tab | Opens the assistant as a full page. |
| Minimize | Folds the panel to a thin bar. |
| Expand | Shows the panel in the middle of the screen. |

## Rules to know

- The assistant can make mistakes. Check a record it prepares before you rely on it.
- Approving a record is not one of the actions the assistant performs. Use the approve buttons. See [Approvals in plain words](approvals-in-plain-words.md).
- Do not type passwords or private data in the message box.
- The assistant answers from the help pages. If an answer does not match your screen, tell support with **Report an issue**.

## If something goes wrong

| What you see | What to do |
| --- | --- |
| The assistant says you do not have a privilege | Ask your administrator for the permission. See [Roles and access](roles-and-access.md). |
| File is too large. Maximum size is 5 MB. | Use a smaller file. |
| The response ended before the work completed. Please try again. | Send the question again. |
| No answer appears | Check your connection. Click **Clear conversation** and ask again. |

## Related pages

- [Find your way](find-your-way.md)
- [Bulk import](bulk-import.md)
- [General FAQ](../general-faq/index.md)