HomeResourcesVideosThe AI Assistant
The AI Assistant · Video 1 of 6

What the AI Assistant Can Do

The lightning-bolt button: tell it what you want in plain words, and it does the clicking.

What this covers

There is a small lightning-bolt button that follows you around Internoodle. Click it and you get one box that says “Just tell me what you’d like to do”. Type or speak an ordinary sentence, and it does the clicking for you.

It is not a chatbot bolted onto the side. It drives the actual system — opening the right record, drafting the email, filling in the Journal Entry — and then stops and shows you the result before anything is saved.

This page is the overview: what it can do, how to phrase things, and why it is safe to use while you are still learning.

Step by step

1. Find the button

The lightning bolt sits in the corner of the screen wherever you are. Click it, and the command box opens over whatever page you are on.

2. Say what you want, in normal words

You do not need a syntax. These all work:

3. Tap Examples if you are stuck

The lightbulb marked Examples opens the full list of everything it understands, grouped by what you are trying to do. It is worth reading once — most people are surprised how much is in there.

4. Review, then save

This is the important part. It drafts; you approve. An Invoice command opens the Invoice form filled in. A note command opens the Tasks tab with Add Task ready. Nothing is written to your database until you press Save yourself.

5. Use the microphone if your hands are busy

Click the 🎤 and speak instead of typing. Say “enter” to run hands-free. It stops listening by itself after a pause.

What it can actually do

Grouped roughly as you would think about it:

Tips and best practices

Talk to it like a person, not a search box. Whole sentences work better than keywords, because it is reading intent rather than matching words.

Names can be partial. find client mary is enough. If several match, say “second” or “the last”, or use the arrow keys.

Use it for the fiddly things. Journal Entries and Invoices are where it saves the most, because it fills the form in the right order with the control account first.

Read the draft before saving. It is right most of the time, not all of the time. Treat it as a fast assistant, not an unattended one.

Restore Last Command brings your previous instruction back to edit and resend — quicker than retyping a long sentence you nearly got right.

What this connects to

The assistant is not a separate product with its own data. It drives the same Clients, Invoices, Tasks and books you would reach by clicking — which is why a drafted Invoice still posts to your General Ledger, and a dictated note still lands on the right Client’s Tasks tab.

That is the difference between an AI that writes text at you and one that actually works inside your system.

Troubleshooting

It did not understand me. Try naming the record type: client mary rather than just mary. Open Examples to see the phrasing it expects.

It picked the wrong person. When several match, it lists them — say “second” or arrow down and press Enter.

The microphone does nothing. Your browser needs permission to use it. Check the padlock in the address bar, and note that some browsers only allow it on secure pages.

The note went on as the wrong Task type. It matches against your own Task types. A word you do not have falls back to Note — add the type you want under Task Settings.

Nothing saved. That is by design. The assistant drafts and opens the form; you press Save.

Common questions

Does it change my data on its own?

No. It prepares the work and shows it to you. Saving is always your action.

Do I need to learn commands?

No. Plain sentences work. The Examples panel is there for when you want to know the range of what is possible.

Can I use it by voice?

Yes — click the microphone, or say on and off. Say “enter” to run a command hands-free.

Does it work on my phone?

Yes. The same button appears in a mobile browser, and dictation is often the easier way to use it there.

Is my data sent anywhere?

The assistant interprets your instruction to work out what you want. It operates on your account, and nothing is written without your approval.

What if I ask for something it cannot do?

It will say so rather than guess. If it is something you would find useful, send it through Submit Request — the command list grows.

Related guides

Video coming soon This one is still being recorded. The rest of the section is ready to watch.
The AI Assistant · 1/6 All videos in this section

Follow along in your own account

Free plan · no credit card · set up in a couple of minutes.

Start free