Using the Officaid Assistant

Get the most out of the Officaid Assistant with tips for asking clear questions and finding answers fast.

Ask the right questions, get the right answers

The Officaid Assistant works best when you give it clear, specific questions. This guide shares practical tips to help you get accurate and useful answers from the chatbot, so you can solve problems quickly and get back to running your business.

Starting a Conversation

  1. 1 Visit the Officaid Help Centre website
  2. 2 Click the chat icon in the bottom-right corner of the page
  3. 3 Type your question in the message box and press Enter
  4. 4 Read the response and ask follow-up questions if needed

Tips for Better Answers

The way you phrase your question can make a big difference in the quality of the response. Here are some tips:

  • Be specific. Instead of "How does leave work?", ask "How do I approve a leave request?" or "What happens to unused leave at the end of the year?"
  • Mention the module or feature. Saying "How do I add a contact in Network?" is more helpful than just "How do I add a contact?"
  • Ask one question at a time. The assistant gives the best results when it can focus on a single topic per message.
  • Use follow-up questions. If the first answer is close but not quite right, ask a follow-up to narrow it down. For example, "Can you tell me more about the payment recording step?"

Example Questions

Here are some well-phrased questions to give you an idea of what works:

  • "How do I set up CPF contributions for a new employee?"
  • "What is the difference between a lead, prospect, and client in Network?"
  • "How do I convert a quotation to an invoice in Sales?"
  • "Where can I see my team's upcoming leaves?"
  • "How do I change access permissions for a team member?"

What the Assistant Cannot Do

The Officaid Assistant is a helpful starting point, but there are some things it is not designed for:

  • It cannot access your account data, so it will not be able to tell you your current leave balance or invoice totals
  • It cannot perform actions in Officaid on your behalf, such as creating an invoice or approving a claim
  • It cannot provide legal or compliance advice, so for tax or regulatory questions, always refer to your local authority or a qualified advisor
For personalized help or questions the assistant cannot cover, register for an Officaid Workshop to speak with the team directly.

Frequently Asked Questions

The assistant is designed for quick, in-the-moment questions. If you close the chat window, the conversation may not be saved. For important answers, copy the relevant details before closing.

The Officaid Assistant currently responds in English, which is the same language used across the Help Centre documentation.

If you notice an answer that does not seem right, you can let the Officaid team know by registering for a Workshop and mentioning it in the "What would you like to learn?" field. Your feedback helps improve the assistant over time.

What's Next?

Explore other ways to get support: