The Digital Assistant and a new Help Centre in one location. The Digital Assistant uses Generative AI to answer your questions.

For information on the Help Centre, review Navigate the Help Centre.

The benefits of the Digital Assistant include:

Access the Digital Assistant

Towards the top right of the screen in iPracticeHub, you'll see the Digital Assistant launcher bubble; click to open it.
This will open the Digital Assistant Home screen.
Click Ask a question in the Digital Assistant, or at the bottom of the Digital Assistant, click the Messages icon.
Type your question into the Digital Assistant field and press Enter.
The Digital Assistant searches the Help Centre to return a suitable answer.
Review the answer and solve your question.
Throughout the answer, you'll see circled numbers; these are the Help Centre article sources. To expand the Help Centre content to read the full article hover over the number and click the article title for more guidance. You can also open the Help Centre if you click the link at the bottom of the expanded article.
Once you've read the content, click either the back arrow to return or the X to close.

Complete the Digital Assistant session

Once the answer has been returned, the Digital Assistant will ask, "Did that answer your question?"

If the Digital Assistant didn't reply with the answer to solve your question, type No, and the Digital Assistant will continue the conversation until your question is resolved or provide you with a link to for our support team to assist you further.
If the Digital Assistant replies with an answer that solves your question, type Yes to complete the session. You can also click the emoji at the bottom of the screen to assist us in making the Digital Assistant the best they can be.

To get the most out of the ATO SmartDocs Digital Assistant, follow these guidelines to ensure you quickly find accurate answers:

Clearly state your question: Type your questions clearly and concisely, exactly as you'd ask a human support agent.
Keep it short and specific: Short, precise questions help the Digital Assistant quickly identify and deliver the right information.
The Digital Assistant doesn't know your employees, dates, or calculations, so don't include these details in your question.
The Digital Assistant does not have access to your client data, only the information that you enter in the message box when you ask a question or respond to the Digital Assistant.
Type the exact error messages that you see.
Use familiar terminology: Use terms directly related to ATO SmartDocs features, which helps the Digital Assistant match your questions accurately.
Natural language: Phrase your questions naturally. The Digital Assistant is trained to understand various ways of asking the same question.
Common topics: For routine issues like installation, passwords, or specific features, you ask directly about these topics.
Follow-up questions: If the initial response doesn't fully resolve your issue, ask a follow-up question or rephrase your query for further clarification.

Avoid one-word or very complex Questions: Single-word replies or overly complex questions are less effectively processed by the Digital Assistant.
Incorrect or unclear terminology: Use the correct terms related to ATO SmartDocs. Incorrect terminology can hinder the Digital Assistant’s ability to provide accurate answers.
Excessively long queries: Limit your queries to fewer than 30 words. Long, continuous text can be too complicated for the Digital Assistant to interpret effectively.
Overly technical language: Avoid heavy technical jargon. Stick to straightforward, simple language for the best results.
For privacy reasons, don't attach any personal information, such as Pay Advices, to the question.

Icon	Description
	The Home icon takes you back to the first screen, and the Ask a question to ask the Digital Assistant another question.
	The Messages icon shows a history of questions raised and responses from the Digital Assistant.
	Help allows you to access the Help Centre articles directly from within the Digital Assistant window.