Getting Started with AI Assistant
Learn how to access and use Beanflow's AI assistant to query your financial data.
Accessing the AI Assistant
The AI assistant is available in different ways depending on whether you're using desktop or mobile.
Desktop (Right Sidebar)
On desktop, the AI assistant lives in a collapsible panel on the right side of the screen. Click the star icon to expand it.
Screenshot: Desktop layout showing AI sidebar panel on the right
Mobile (Dedicated Page)
On mobile devices, the AI assistant has its own full-screen page. Access it from the navigation menu.
Note: The sidebar layout isn't available on mobile due to screen size constraints. The dedicated page provides the same full functionality.
Interface Overview
The AI assistant panel has these key components:
Start a fresh conversation
View and resume past conversations
Expand the panel for more space
Configure AI preferences