Product questions
Ask how to add a record, use a workflow, or understand a screen.
AI Help Assistant
Read-onlyAsk how the product works. Keep every action in human hands.
The AI Help Assistant explains A&A DealFlow, helps troubleshoot common issues, and cites approved Help Center sources. It is permission-aware and architecturally separated from write capabilities.
Capabilities
Grounded answers
Review links to the approved Help Center sources used for the response.
Permission context
Guidance is filtered to the role, permissions, product version, and feature context available to the user.
Troubleshooting
Get safe diagnostic guidance and known-issue context without exposing secrets or another company’s information.
Explicit non-actions
The assistant cannot create, edit, move, send, delete, approve, or complete work.
Privacy boundary
Customer records are not placed in AI context by default for the MVP; inputs and telemetry follow documented minimization controls.
Illustrative product view
FAQ
Can the assistant move a lead or send a message?
No. It has no write tools and cannot perform actions in A&A DealFlow.
Can it show me another company’s information?
No. Retrieval and conversation access are tenant- and user-scoped, with permission filtering and dedicated isolation tests.
Does it always know the answer?
No. It should state uncertainty when it cannot find reliable, relevant Help content.
Does it replace support or professional advice?
No. It provides product guidance. It does not provide legal, tax, investment, or compliance advice, and it does not replace human support.