Ask Neo
Ask Neo a plain question and it reads the answer from your own reports. Most report answers come back as a card with the figure and the rows behind it. Neo reads and explains here. It never changes anything when you ask a question.
Video coming soon: Ask Neo a business questionOpen Ask Neo
- Press Ctrl + K (Cmd + K on Mac), type your question and pick the Ask Neo: your question row. Neo opens and answers it.
- Or open the help panel from the floating button and choose the Ask Neo tab. The panel has two tabs, Getting started and Ask Neo, and remembers the one you used last.
- Or choose the Neo tab next to Workspace to use Neo full screen.
The Ask Neo row is offered to everyone, even when Neo is not available to you. If Neo is not available to you, the panel opens and tells you why. The row shows below the screens that match your words, or alone when nothing matches, when your text:
- ends with a question mark, or
- starts with a question word (who, what, when, where, which, why, how) or show or list, and has at least two words, or
- has three or more words and matches no screen.
A plain search such as "purchase bills" still takes you to the screen.
The panel keeps your last messages when you reopen it, and Neo can see the page you are on. It uses the open record only if you can read that kind of record. A message can be up to 2,000 characters. While Neo works you see Neo is thinking…, and Stop replaces the send button.
Writing your message
The message box grows as you type, so a longer question stays readable. On the full-screen view it grows to about eight lines; in the side panel, about four. After that it scrolls.
- Enter sends your message.
- Shift + Enter starts a new line without sending.
- Stop replaces the send button while Neo is working on an answer. Click it and Neo stops; your question goes back into the box so you can change it or send it again.
- On a phone or tablet, Enter starts a new line and the round send button sends.
Close to the 2,000-character limit, the box shows how many characters are left.
Your Ask Neo panel is the place for questions. To write to Neo inside a document conversation, type @neo there. See Let Neo draft.
What you can ask
| Ask about | For example |
|---|---|
| How the business is doing | "How is my business doing?" (from your dashboard snapshot, with the time it was updated) |
| Sales | "Who are my top customers?", "Sales this year" |
| Purchases | "Purchases by supplier" |
| Profit and loss | "Profit this quarter" |
| Balance sheet | "Show my balance sheet" |
| Cash flow | "Cash flow last month" |
| Money owed to you | "Which Sales Invoices are unpaid?", "What does Samsung owe me?" |
| Money you owe | "Which Purchase Bills are pending?", "Payables ageing" |
| Stock | "Stock value" |
| GST | "GST summary for last month" (the GSTR-1 summary) |
| Records | Find a customer or supplier, an item, a Purchase Order, or a packing list |
| Plans and prices | "What plans are there?", "What does the Growth plan cost?" |
| How to do something | "How do I record a purchase return?", "What does this field mean?" |
| Your follow-ups on a document | "What follow-ups are on this invoice?" |
Every report answer covers the business unit you are working in. If your role cannot open a report, Neo says so and suggests asking an admin. It does not find another way to show you the numbers.
Money owed by one customer or supplier
Ask "What does Samsung owe me?" or "Pending bills of Acme" and Neo adds up every invoice or bill for that party. When several parties share the name, Neo does not guess. It asks Which customer do you mean by "Samsung"? (or supplier), with a button for each match, and shows no amount until you answer. Tap a button, type the party's code, or type the exact name. A part of a name is not enough. If nothing matches, Neo says it could not find one and does not fall back to a whole-business total.
Plans and prices
Neo answers from your live plans screen, in your plan's own currency, and lists only the plans you can choose plus the one you are on. It never invents a price. In the Ask Neo panel, if you can change the plan, the answer ends with a See plans and upgrade button that opens the plan screen in the admin portal. Others are told to ask their admin. Neo never changes a plan or charges you.
How-to answers
Neo answers from the Bizconnekt guides, lists up to three Next steps and adds a Read the guide link. If the guides do not cover it, Neo says it cannot find it in the guide instead of guessing.
The answer card
Most reports come back as a card, not only text.
- A title and the period, for example "Profit and loss, this quarter".
- The headline figure and up to five rows. A longer list says "Top 5 of 23". The full table opens beside the chat in Neo full screen with View larger.
- When it was read ("as of 10:42").
- Open report, for the reports that have a screen to open: receivables, sales by customer, payables, outstanding purchase orders, profit and loss, balance sheet and stock. Cash flow, sales and purchase overviews and the business snapshot answer on the card only.
- A note instead of a zero. When your role cannot see part of a report, the card says that part is hidden.
The figures are the ones your reports show. Neo does not work out totals of its own, and if it cannot read the data it says so.
Suggestions
When you open Ask Neo, up to two short lines can appear at the top. Tap one and Neo answers it as if you had typed the question.
- Sales Invoices overdue, for example "₹X of Sales Invoices is overdue, ₹Y of it by 15 days or less." It needs View on the Dashboard and on the receivables report.
- Purchase Bills overdue. It needs View on Purchase Bills.
A line you lack permission for is not shown. Suggestions are worked out once a day, so a figure can be a little behind. The answer you get when you tap it is read live. Click Turn off suggestions under the lines to stop them, and Turn suggestions back on to bring them back, or change it in My AI Preferences.
A Your follow-ups card can also appear above the suggestions. See Your follow-ups in Neo.
Voice dictation
On plans with voice, a microphone button in the Ask Neo box and in the Workspace message box lets you speak. Tap to record, tap to stop. The text is placed in the box for you to review, and nothing is sent until you send it. Your browser must allow the microphone. Dictation does not use an AI credit.
My AI Preferences
Open My AI Preferences (search for it with Ctrl + K) to set how Neo works for you.
| Preference | What it does |
|---|---|
| Default due days | Days after the document date that Neo assumes for a due or expiry date, when you do not say (1 to 365). |
| Default delivery days | Days after the document date that Neo assumes for a delivery date (1 to 365). |
| Preferred reply language | English or Hinglish. |
| Neo suggestions | Whether the suggestion lines appear. |
You can also tell Neo "remember that my invoices are due in 30 days". It asks you to confirm before it saves. Each preference has a Forget button. Preferences change defaults and style only. They never give you or Neo extra access.
On mobile
Neo is not in the phone app yet, so there is no Ask Neo on Android or iPhone. Use the web app. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
Neo says a part is hidden, or that I do not have access to a report
Your role does not have View on that report. Neo shows only what you could open yourself. Ask your administrator to change your role.
The Ask Neo row is missing from the search box
The row shows only for question-like text. Add a question mark, or write at least three words.
Neo says it could not find a customer or supplier
No party matches the name. Try the code, the email or the phone number.