Getting started

How to use the Fiscora assistant

Ask product questions from the floating support chat and get answers or a support ticket when human help is needed.

1 min readUpdated 10.07.2026

The Fiscora assistant is a support chat available on every workspace screen. It answers common how-to questions and can open a support ticket when your issue needs a person. For browsing articles or replying to tickets, use Help & Support in the sidebar.

Open Fiscora assistant chat panel on the dashboard with a sample question and reply.
Open Fiscora assistant chat panel on the dashboard with a sample question and reply.

Open the assistant

  1. Look for the round chat button at the bottom-right of the workspace.
  2. Select it to open the chat panel.
  3. Type your question in the message field and send it.

What the assistant can do

  1. Answer questions about invoices, expenses, taxes, payroll, and other Fiscora workflows.
  2. Reply with bold text and clickable links to related Help Center articles when relevant.
  3. Remember the page you were on when you sent the message so support has context.

When a support ticket is created

  1. If the assistant cannot resolve your issue, it creates a support ticket automatically.
  2. The confirmation message includes the ticket reference and a link to view it under Help & Support → My tickets.
  3. Track replies there or follow how to get help and track support tickets for the full workflow.

Tips

  1. Describe what you tried and any error message you saw.
  2. For navigation help, see also where to find key actions in the workspace.
  3. Close the panel with the X button; reopen it anytime from the same chat button.

Was this article helpful?

Still need help?

Share the context and we'll reply with practical guidance from support.

Open request

You may also find these useful

Getting started

Getting started with your workspace

Learn the first screens to check when you log in and where to find invoicing, clients, expenses, and settings.

Read article
Getting started

How to use the dashboard

Understand the summary cards, required actions, and recent activity so you can spot what needs attention quickly.

Read article
Getting started

How to set up your workspace on day one

Complete the essential setup steps so your company profile, clients, and invoice defaults are ready before you bill.

Read article