How to activate the AI assistant?
The artificial intelligence assistant analyzes the data you enter and can help you find information much faster and more easily. To activate the artificial intelligence assistant, complete the following steps: Generate an OpenAI API keyInstructions on how to generate an OpenAI (ChatGPT) API key can be found here: How to get an API key from OpenAI (ChatGPT)?Activate the artificial intelligence assistantSettings → Integrations → Artificial Intelligence AssistantSelect the checkbox to activate the service.Company paying for the plan — select the company paying for the integration.“OpenAI API key” — enter the OpenAI API key generated in the first step.Click “Save”. To start a conversation, click the “AI” button in the upper-right corner of the screen, enter a query, for example: "Show all sales for 2026", "Find a customer by name" or "Show unpaid invoices", and click "Send”."
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How to activate the AI assistant?

The artificial intelligence assistant analyzes the data you enter and can help you find information much faster and more easily. To activate the artificial intelligence assistant, complete the following steps:

  1. Generate an OpenAI API key
  2. Instructions on how to generate an OpenAI (ChatGPT) API key can be found here: How to get an API key from OpenAI (ChatGPT)?
  3. Activate the artificial intelligence assistant
  4. Settings → Integrations → Artificial Intelligence Assistant
    • Select the checkbox to activate the service.
    • Company paying for the plan — select the company paying for the integration.
    • “OpenAI API key” — enter the OpenAI API key generated in the first step.
    • Click “Save”.

To start a conversation, click the “AI” button in the upper-right corner of the screen, enter a query, for example: "Show all sales for 2026", "Find a customer by name" or "Show unpaid invoices", and click "Send”."

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